Why a Free Trial File Beats Another Sales Call
How to evaluate a bookkeeping capacity partner with one real Xero or MYOB file — NDA, templates, query logs, and what “good” looks like overnight.
Sales calls tell you what a partner claims they can do. A trial file shows what they actually deliver overnight — in your templates, inside your Xero or MYOB, with a query log you can audit.
If you are evaluating bookkeeping or BAS capacity support, insist on a free trial file under NDA before you discuss monthly seats.
What to send
- One real ledger or BAS pack (not a toy demo company)
- Your chart of accounts and coding preferences
- Any workpaper template you want matched
- MFA-controlled access — you keep the keys
What “good” looks like next morning
- Reconciliations completed or clearly flagged
- Coding that matches your rules — not theirs
- A query log for items needing your judgment
- No unexplained local downloads of your data
After the trial
If the file meets your standard, move to a short pilot on live volume — then a monthly capacity seat. If it does not, you have spent almost nothing and learned fast.
That is the whole point: de-risk the relationship before BAS season or EOFY peaks hit.
Want to see our bookkeeping and BAS prep on a single file?