Bookkeeping Software Selection Checklist

Scores 4.74 with 89 votes
  • How many employees does your organization have?
  • Who needs access to financial reports?
  • How much money does your company make in a year?
  • Do you expect revenue to increase in coming years?
  • How many vendor accounts to do you support?
  •  Is it outsourced or handled in-house?
  • Do you need PO support?
  • What is your AP workflow?
  • What is your AR workflow?
  • How many people will be using the bookkeeping software?
  • Will your staff require extensive training?
  • Will the software users be accountants or lay people?
  • Will upper management be using the software?
  • What bookkeeping software do you currently use?
  • What does your current software do well?
  • What critical needs does your current software not meet?
  • What special features will you need in coming years?
  • How much will the software and licenses cost?
  •  How much does it cost and how is it delivered?
  • Can you add users without incurring additional costs?
  • Is the software hosted, or does your company need servers and IT staff?
  • Does the license include all available updates?
  • Does the software provide the reporting you need?
  • Can the bookkeeping software work with other applications?
  • Will you need to change the way you do business to fit the software?
Scores 4.74 with 89 votes
  • 29 tasks
  • 27 views today
  • 8 uses today

Related Checklist Templates:

Jake R Brady
By Jake R BradyOn Dec 26, 2011
Campbell Rodriguez
By Campbell RodriguezOn Jan 1, 2012
By Startup ChecklistOn May 24, 2012