Define the work before comparing firms.
Define the question that prompts the review and the years involved. Ask the candidate to distinguish an initial review, further analysis, and any separately authorized amendments or representation.
Why the operating context matters.
For saas businesses, the brief needs to explain renewals, billing terms, and customer acquisition spending. Distinguish bookings, recognized revenue, and collections when preparing the business summary.
Use that context to request a prior-year review scope with escalation steps. Identify the decision still open, the date it becomes binding, and which existing advisors are already responsible for part of the work.
Prepare a decision-ready record list.
- Recurring revenue reports
- Billing schedules
- Customer acquisition budget
- Prior returns
- Supporting schedules
- Identified questions
Mark each item as available, incomplete, or held by another professional. Ask the candidate what it needs before quoting or performing analysis. A record gap should become an assigned task with a deadline, rather than an assumption that the information is complete.
Interview the person who would do the work.
- Which definitions of growth and cash will the advisor use in the analysis?
- Which years and issues are covered?
- What triggers additional work?
- Who prepares any authorized filings?
- Which information is missing, and who will obtain it?
- What are the complete fees, exclusions, and support dates for this work?
What a useful proposal should settle.
Request a named professional, the records reviewed, a defined output, implementation assignments, support dates, and the complete fee. Ask which work requires a separate engagement with a preparer, attorney, administrator, or specialist. Match every important deadline to a responsible person.
Compare the answer with the work you actually need. An impressive firm name or a broad service description cannot settle scope. If the proposal is unclear, record the open question and ask for clarification before engaging.
Your scope comparison worksheet
Use public business context here. Keep tax returns and private financial records for a secure process agreed with your advisor.
Download the comparison worksheet (CSV). Notes stay in this page while it is open and are not submitted by this form.
Research the provider as well as the proposal.
Browse sourced firms, review credential checks, and use the proposal comparison tool. This brief supports hiring research; it does not establish that any strategy applies or that every firm covers this work.