Automating your bookkeeping processes is one of the smartest moves your business can make. Check out these tips as you begin your research to find the best tool for you.
What are you looking for?
The suite of bookkeeping solutions is lengthy, so before you begin your research, identify your highest priority needs. Some platforms allow you to track inventory, others sales tax, and others receipts.
As you begin your research, determine your budget. Also determine your highest priority needs. Don’t look at solutions that aren’t within 25 percent of your budget, or solutions that don’t cross off your must-have checklist.
Ask the right questions
If you’re thrown into a sales process to determine the best solution for your needs, don’t be blinded by their bells and whistles. Ask these questions to make sure you’re getting the best solution for your business.
- How secure is your API?
- How do you back up your data?
- Are there any other costs to this platform?
- How quickly do you respond to questions?
- What pain points do similar clients experience?
And remember, you want a solution that’s going to grow with your business. Once you go through this process, make sure you do it right.
Inspiration from this post came from Hubspot.
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