"Compare first-year savings before switching business software"
"Source","https://bluefinchadvisors.com/blog/savings-audit-first-year-cost-switching-payback"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Transition cost item","Quoted one-time amount","Quote reference","When payment is due","Responsible person","Timing or scope assumption","Missing required fields"
"Historical data migration","$900 hypothetical","Sample proposal","Before activation","Operations lead","Immediate switch assumed","None"

"Use this worksheet"
"Use actual invoices and written proposals where available."
"Mark unknowns explicitly rather than entering zero."
"Review the public calculator's assumptions before relying on an annualized result."

"Sources"
"BlueFinch: Savings Audit methodology","https://bluefinchadvisors.com/tools/small-business-savings-audit"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"