1. Describe your business before comparing fees
Two businesses with the same revenue can create very different workloads. Invoice volume, staff, cross-border transactions and reporting requirements affect the service needed. Prepare a short business overview so proposals can be compared meaningfully.
2. Ask for a written scope
Check which records your company prepares and which the accountant prepares. Ask whether payroll, HR documentation, support during reviews and financial statements are included. Clarify what happens when workload increases.
3. Review the communication process
For founders based abroad, the reporting language and a clear point of contact matter. Request an example monthly calendar and discuss how you will receive explanations of payments and obligations. A useful proposal makes responsibility visible at every stage.
4. Plan the handover
Request a document checklist, a transition date and a separate assessment of any historical reconstruction. A starting review helps distinguish existing issues from current work.
- ✓Compare equivalent service scopes
- ✓Agree responsibilities and deadlines
- ✓Define the reports you need
- ✓Request a proposal based on actual workload
This guide provides general orientation. A transaction’s treatment is established after reviewing its records and applicable rules.