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2 min read

Pros and Cons of Outsourcing Accounting vs. Maintaining Internal Staff

By Christina Ryan on Sep 23, 2020 12:53:00 PM

Choosing to maintain internal accounting staff and resources or to make the shift to outsourcing can be a difficult decision. This choice looks different for everyone, but thinking through the advantages and disadvantages of each will help you make the right call for your family or business.

Topics: Outsourced Accounting
3 min read

Tips for Writing a Successful Request for Proposal (RFP)

By Christina Ryan on Sep 23, 2020 12:48:29 PM

If you’re on the path to outsourcing a portion or all of your financial administration and reporting, you need to select the right firm to help you:

  • maintain privacy
  • save time and money
  • simplify your office
  • scale to the growing complexity of your financial goals

But to choose the best candidate for your family or business financials, you need to start with creating a quality request for proposal (RFP) — a document that sets your expectations from the start. While putting together an RFP can take some time and effort on the front end, it helps ensure you receive quality responses and key information from serious candidates.

Here’s how you can write a successful RFP to streamline your firm selection process and select a strong partner with whom you can trust your financial administration.

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Topics: Outsourced Accounting Request for Proposal