Virtual Accounting Firms

Accounting firm alternative

Virtual accounting firms: an accounting alternative.

Four taps. A chat window is not a finished month.

The feed is listed. The weekday is not.

Question 1 of 4

What did you want a virtual firm for?

Question 2 of 4

What finishes the month for you?

Question 3 of 4

Where does the file live?

Question 4 of 4

What should the first call cover?

A quick check

Does this file truly need an audit or attest report?

Audits, reviews and compilations exist so someone else can rely on them: a loan covenant, investors, a public contract, or a nonprofit rule. A small shop is rarely required to buy one. A virtual firm's price list does not create that duty.

The accounting firm alternative is a Tax CFO.

We keep the books in a login you own, set payday up on the provider you run, and name the weekday the month finishes, and we are not a CPA firm.

You will be talking to the Steven Palmieri practice.

Next you pick a time for a free video call with the Steven Palmieri practice. Nothing to sign, nothing to pay.

How the free close-weekday check works

  1. Tap four short questionsAbout a minute. They ask what a virtual firm would actually hand you.
  2. Pick a video timeA short call with the Steven Palmieri practice. Open the login if you have one.
  3. Leave with a weekday or a noYou hear who would finish the month, and whether a CPA firm must sign anything.

A menu is not a month.

The check asks whether a person will name the weekday the month finishes, whether the file sits in a login you can open, and whether payday stays on the provider you run.

It will not sign an audit, a review, or any attest report. If a contract needs that signature, you hear it on the call.

Score the first call by ear. A weekday gets said. The login is yours to shut. A signed report, if one is required, is named as someone else's work. Quiet on any of those three is the answer you needed.

Start the close check

Questions people ask first

Is the close-weekday check free?

Yes. The call costs nothing and nothing is signed on it. If paid work fits afterward, you hear the shape of it before a letter.

Are you a CPA firm?

No. Steven Palmieri is a Tax CFO. The practice does not sign audit, review, or attest reports. A covenant that needs one is named as such.

Do you run payroll for me?

No. Payday stays with the full-service provider you already operate. The work here is setup, so the filings and the pay button stay there.

What should I have open on the call?

The login to the books, if one exists. Nothing has to be sent ahead of the call.

What if the newest month is still open?

Bring that month anyway. We name the lines that still have no name, and the return stays shut until the bank and the books share one cash figure. Paid work starts only after you have heard which lines those are.

Start my free Tax CFO review