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20 questions to ask before you price a new engagement
- 20 checkpoints across six accounting areas, from banking to period close
- The warning signs that predict scope creep before you sign
- The Books Health Score and how to read each of the four bands
- Why 68% of new engagements start on books nobody validated
- The 3× average scope expansion that shows up after discovery
- A ready-to-use scoring and cleanup summary template
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Built From 20 Pre-Engagement Checkpoints
Engagement Risk
68% of new engagements start on books nobody validated. See what surfaces once the price is already fixed, and what it does to your scope.
Six-Area Breakdown
20 checkpoints spread across banking, AR, AP, coding, payroll, and period close, so nothing critical gets missed before you scope.
Books Health Score
A 0-100 score built from 20 diagnostic checkpoints. How each band is calculated, and how to use it in a pricing conversation.