Compare finance quotes without the guesswork.
A checklist for scope, fees, and the team doing the work.
Send the same brief
Describe your entities, transaction volume, software, payroll size, and required reports. State which records are ready and which need cleanup. Comparable inputs make quotes easier to evaluate.
Separate the fees
Ask for a breakdown instead of a single starting price.
- Recurring fee and exactly what it includes.
- Setup, migration, and historical cleanup.
- Filing, advisory, and transaction-volume add-ons.
- Taxes, minimum term, and exit costs.
Name the people and deadlines
Ask who prepares the work, who reviews it, and who speaks with you. Put reporting dates, response expectations, and escalation contacts in writing. Check the applicable professional credentials separately.
Record what is excluded
A low fee may cover a narrow scope. Keep a written list of exclusions and who handles them. Compare the total cost for the work you need, then confirm the final engagement letter directly with the provider.