What does it take to switch your accounting provider?

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

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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 providers, including:

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

R&D Offer Quiz

Step 1 of 3

Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.