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By July 11, 2017No Comments

Outsourcing can be a cost-effective way for you to manage a function of your organization that you lack the expertise to do properly. It can also free up a chunk of your time that you can then refocus toward your mission. However, outsourcing is a business relationship that requires communication and preparation. Taking the time to interview an outsource company before you sign a contract will ensure that you’re making the best choice for your organization. In that spirit, here are a list of 27 questions to help you interview a potential candidate.

What to ask about the company:

  1. What makes your company different from other outsourcing options?
  2. How long have you been providing your services?
  3. Do you have client testimonials?
  4. What percentage of clients would refer you?
  5. What makes your services worth the investment?
  6. What security measures do you have in place to protect your clients?
  7. How will you meet the needs of my organization?
  8. How often would I receive communication from you if I were a client?
  9. How many individuals will work on my account?
  10. What type of oversight will my account have?
  11. How long would it take your company to become familiar with my account? To completely take over my function?
  12. How often do you train your employees?
  13. How can I be sure you are up to day on nonprofit regulations and requirements?
  14. How will problems with my account be addressed?
  15. If your company makes a mistake, how will that be dealt with? Will I be notified immediately?
  16. What if my needs change?
  17. Will I be reimbursed if you are responsible for an error?
  18. Who can I contact to provide feedback on my experiences?

What to ask about YOUR role:

  1. What would my obligations as your client be?
  2. How much time would I need to devote to working with your employees?
  3. Would I have deadlines to meet?
  4. Will I still have access to my records?

What to ask about contract obligations:

  1. Will I be required to sign a contract?
  2. What is the minimum duration of the contract?
  3. Will I be charged for canceling early? At the end of my contract?
  4. What services are not covered under my contract?
  5. Will I be made aware if a service I desire comes at an extra fee?

Re-posted with the permission of our friends at Jitasa. Jitasa is the largest national accounting and bookkeeping nonprofit services provider. 

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