1. Establish the jurisdiction gate
List every legal entity, tax jurisdiction, reporting currency and filing requirement. Confirm that the vendor offers the correct country edition and that your accountant supports it.
2. Map the complete finance workflow
Document quote-to-cash, bills, expenses, bank feeds, reconciliation, payroll, inventory, ecommerce and month-end reporting. Mark which systems remain outside accounting.
- Sales and recurring invoices
- Supplier bills and approvals
- Bank and payment reconciliation
- Tax and statutory reporting
- Accountant review and export
3. Test a difficult month
Use a safe sample containing refunds, credit notes, foreign currency, late payments, attachments and correcting journals. Have the real bookkeeper complete the close.
4. Price the operating model
Include required plan, users, payment fees, payroll, receipt capture, inventory, integrations, migration and monthly administration. Never project an introductory price into later years.
5. Prove control and exit
Verify roles, audit history, period locks, backups and exports. Retain a sample export before the first production import.