Audit and Review Readiness
Assess whether your trial balance, reconciliations, schedules, contracts, controls, and prepared-by-client package are ready for external accountants.
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For owners, founders, and finance leaders
Accounting Systems and Technology Selection
Assess whether your accounting software and connected tools still fit transaction volume, reporting needs, and controls, and what to define before a systems change.
5 guided steps
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Official guidance links
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Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
Informational business diagnostic only; not accounting, audit, tax, legal, investment, lending, or valuation advice.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Is your accounting software itself hitting hard limits - list/record caps, unusable speed at your data size, or reports it simply cannot produce no matter how it is configured?
This separates an outgrown core ledger from a core that still fits but is surrounded by disconnected tools; entry-tier tools like QuickBooks Online have real ceilings on users, classes, and line items.
Use the interactive tool above to see how this applies to your situation.
Official guidance: SBA guidance for managing finances
Does the business run genuinely complex operations - multiple legal entities or locations consolidated together, real inventory or manufacturing, multi-currency, or roughly 10,000-plus accounting transactions a month?
This is the ERP dividing line; that operational complexity is what a full ERP is built for, whereas a single-entity service business rarely needs one - commonly cited, confirm against your own volumes.
Scope an upgrade to a full ERP built for multi-entity, inventory, or high-volume operations.
Official guidance: SBA guidance for managing finances
Is the pain concentrated in one or two specific tools - the core ledger, or a bolt-on like billing or inventory - rather than spread across the whole finance stack?
A narrowly outgrown tool is a targeted migration, not a full-suite replacement; ripping out a whole working stack to fix one weak component is usually the costlier mistake.
Plan a clean migration off the one outgrown tool to a better-fit mid-market platform. Scope an upgrade to a full ERP built for multi-entity, inventory, or high-volume operations.
Official guidance: SBA guidance for managing finances
Do staff routinely re-key the same data by hand between systems - for example typing payroll, billing, e-commerce, or payment figures into the ledger instead of them flowing in automatically?
Manual re-keying between tools that should talk to each other is the classic integration gap; it drives errors and reconciliation time even when every individual tool is fine.
Integrate the existing stack so data flows automatically instead of being re-keyed.
Official guidance: SBA guidance for managing finances
Do the connected feeds - payroll, billing, payments, bank - reconcile cleanly to the general ledger each period without repeated manual corrections?
Clean, automatic reconciliation is the sign a stack is genuinely fit; if the feeds tie out on their own, the system is working and the job is to tune it, not replace it.
Keep the current system and optimize configuration, automation, and the close. Integrate the existing stack so data flows automatically instead of being re-keyed.
Official guidance: SBA guidance for managing finances
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