Solutions
Three ways in. What size and shape the business is, what role you hold, or what you run today — because the useful answer differs enormously depending on which of those is the binding constraint.
Three questions about size, stack, and what you would fix first. We will point you at the right page.
By size & structure
By role
By current system
The most useful entry point, and the one most vendor sites omit — because it is the one where the honest answer is frequently that you should keep what you have.
A $40M agency with three entities, a controller who is the single point of failure, and QuickBooks Online has three legitimate framings, and they lead to different first moves.
All three are correct and they sequence differently. Which one you start from usually depends on who is asking, which is why the pages are organised this way rather than as one generic solutions page with a feature grid.
Three things, regardless of entry point. The engagement starts read-only. A shadow ledger begins reconciling against your existing books from week one. And roughly a third of assessments conclude you should change less than you expected — which is either reassuring or annoying depending on how much you have already decided.
Thirteen of these are written and live. The rest are being drafted rather than stubbed with generic copy — if the one you need is not up yet, the assessment covers the same ground and a person answers it.
Questions
Three questions about size, stack, and what you would fix first, and a written answer within a business day.