What does it take to switch your accounting provider?

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Ready for something new?

Get Started with inDinero

Are you considering new accounting or bookkeeping solutions but feeling anxious about what making that switch might entail? The process doesn't have to be difficult, especially if you know what to expect.

This checklist outlines the materials inDinero and other outsourced accounting providers will need to learn your business.

This checklist has everything you'll need to switch provider, including:

  • Essential business information
  • Ownership documentation
  • Financial records¬†
  • Any loan or debt agreements

Get your Switching to inDinero Checklist

Fill out the form to the right to download your checklist for getting started with inDinero.