Decide if you need monthly books, catch-up work, payroll help or all three. It helps providers quote accurately.
Flat monthly, per-transaction and hourly pricing cover different things. Ask what is included and what costs extra.
Ask which software they use and who owns the accounts. You should keep admin access to your own books.
Ask how soon books are closed each month and how quickly questions get answered.
Ask for references and a written scope before you sign.
General information only, not professional advice. Harbor Books Match does not do this work. Last updated October 13, 2026.