Are you choosing new accounting software? If so, you need a plan.

You need to clarify your goals, audit your current processes, and identify gaps in your technology stack. Ideally, you should do this before speaking to a single supplier.

This article is designed to guide you through this essential process.

What this article covers

• Why your business goals are critical to your software choice.
• How to spot gaps in your current software with a technical audit in 7 steps.
• Where to go for more information that will help you make a confident choice.

So let’s get started.

Why Your Business Goals Matter When Choosing Software

If you want to choose the right accounting software, there is one thing you need to know: two businesses can adopt the same technology and get different results. One might find that their processes are now much faster, while the other will feel frustrated.

One reason for this is that your goals are different.

When thinking about choosing accounting software, growth does not have the same meaning depending on the company. Are you trying to make your company a better place to work? Are you preparing for an acquisition? Win bigger clients? Expand your range of services? The list is long.

The answer to these questions shapes your software and service priorities. A company focused on staff wellbeing could prioritize modern, intuitive software for accountants and explore outsourcing services to ease workloads. A company hoping to be acquired may prioritize efficiency measures, billing clarity and demonstrable profitability.

Different goals, different software choices.

However, your goal is just one factor that helps you choose the right accounting firm software. The following checklist shows you the broader needs of your business to help you make the right decision.

Key points to remember when considering your software options

The key point to remember is not to rush into choosing software. Successful businesses do the legwork. They understand their goals and audit their current setup.

Remember, the software you choose should reflect who you are and what you need:

• Define your business growth goals before evaluating any software or service.
• Audit seven main areas: staff and clients, current technology, client needs, communications, practice management, time and fees, and records management.
• Look for accounting software that integrates into all of these areas, reducing manual processes and re-entry of data.

Ready to go further?

This checklist is just your starting point.

Our comprehensive accounting software buying guide covers the entire business technology landscape: from accounting production to AI-powered tools, hosting, outsourcing and what to ask vendors.

It’s free, practical and written by people with extensive experience leading accounting teams and technology transformation in practice.

Eva Mrazikova

Global Product Marketing Manager

Eva Mrazikova is Global Head of Product Marketing at IRIS, where she leads go-to-market strategy, competitive positioning and product marketing for IRIS’ accounting and HCM portfolios in the UK and US.

With over 20 years of experience leading product marketing, business strategy and technology transformation, Eva brings a rare blend of strategic vision and practical execution to complex, multi-product businesses.

A recognized product marketing leader and qualified accountant, she has spent her career at the forefront of digital transformation, helping organizations move from traditional platforms to cloud-based and AI-enabled solutions, while driving measurable business results through market-driven strategy.

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