Virtual Accounting FirmsSix questions worth asking

The six, in the order that matters.

Where does the file live, and can you open it without them. Who is on the call, and who covers a month if that person is out. What weekday is the close. Is the sales tax figure inside that month before the state's payment date.

What will they refuse. Payday and a signed cover are our refusals, and another practice should be willing to name its own. What stays with you. Naming a deposit, approving a bill, and seeing the tax figure are the three we will not pretend to lift.

Write the answers in the margin of their proposal. If the margin stays blank, you do not have a close. You have a subscription.

While the year can still change.

October is the month those answers start to matter for the return. A wage, a hire, a price, or the shape of the entity can still be talked through. None of it is useful if the months behind you are open. Close them first, then decide.

A hard afternoon can turn while you are still in the conversation. The week is not the deadline. The weekday you named is the deadline. We keep that date when the week changes, and we expect the same of ourselves in October.

Bring one month you trust. We will tell you whether the six answers are already true in your file or whether the first work is to make them true.

Mark them on this practice.

The file lives in a subscription you pay for, with an invite you can close. A named person is on the call, and the practice knows the weekday if that person is out. The close has a weekday. The sales tax figure is part of that month. Payday stays on your provider. Signed covers go elsewhere. You still name deposits, approve bills, and look at the figure.

If a later page on this site contradicts that list, the list wins and the page gets fixed. Call and read us the sentence.

Where to go from here.