“We need accounting help” is a starting point. A description of the responsibilities is more useful.

Begin with what happens today.

Write down who enters transactions, reconciles accounts and prepares the reports your business uses. Include work handled by someone outside the business.

Name the gap.

Is a routine task taking too much time? Is a report difficult to understand? Is there a project or transition coming up? Describe the reason you are seeking support.

What is already covered?
What needs more attention?

Explain the timing.

Some needs recur each month or quarter. Others belong to a particular project. Mention the relevant period and any dates that shape the request.

Ask how the work fits together.

Bookkeeping, financial reporting, tax work and advisory services may require different engagements. Discuss responsibilities, access, fees and timing before assuming that everything is included.

Editorial sample created for this design; not a firm-authored article or financial, tax or legal advice.

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