Thinking About Switching Accounting Software?

If you’ve been sighing (or swearing) every time you log into your accounting software, you're definitely not alone. One of the most common questions I hear is:
"How do I know if it’s time to switch platforms?"

Here are a few telltale signs it might be time to break up with your current system:

1. You’ve simply outgrown it
   What worked in your scrappy startup days might not cut it now. If you’ve hired team members, expanded your services, or your finances have gotten more complex (hello, sales tax and multiple bank accounts), your software should grow with you, not slow you down.
2. It’s not user-friendly (and you're avoiding it like laundry day)
   If logging in feels like a chore, simple tasks feel way too complicated, or you're Googling how-tos more than actually doing the thing. You deserve better. Your tools should support you, not frustrate you.
3. You're patching together too many workarounds
   Spreadsheets, side apps, mental math gymnastics... if you're doing more outside the software than inside it, that’s a sign. For example, if you’re manually calculating sales tax every month, your system is falling short.
4. You need better features (or reporting that doesn’t give you a headache)
   Want real-time numbers, time-saving integrations, or inventory tracking that actually works? The right platform can give you hours back and help you make smarter decisions.
5. Your bookkeeper or accountant is gently (or not-so-gently) nudging you
   If your finance pro is recommending a switch, it’s probably not just for fun. They’re deep in the day-to-day and know what will make your life easier, cleaner, and more efficient. Trust them - they’re trying to save you time, money, and migraines.

💡 Pro tip: The best time to switch platforms is before things get chaotic. When your systems are relatively calm, you can make a clean, stress-free transition.

Need help figuring out the best platform for your business, or setting it up the right way from the start?
That’s what we're here for! Let’s make your numbers easier to manage.