Outsourcing finance work means trusting an external team with sensitive data and systems. Before you share a single file, ask how that trust will be protected.
Questions to ask any partner
- Will you sign an NDA before any data is shared?
- Is access least-privilege and engagement-specific, and is it logged?
- What happens to working papers and data at the end of the engagement?
- Who is the named person accountable for my work?
- Who designs and monitors your information security, and what are their qualifications?
Start with a pilot
A small, defined first engagement lets you test quality, communication and security in practice before committing volume.
