Buyer's Guide to Accounting and Financial Management Software

Overview

In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:

  • why most financial software systems hinder your ability to get good financial information;
  • the six key questions to ask before considering a move to a cloud-based financial solution; and
  • why the process for evaluating software is different for cloud solutions—and the seven things to make sure you have in writing.

To further help you evaluate your financial services accounting software, see the buyer's checklist.

Advisor Thinking