Virtual Accounting FirmsWhere the file actually lives

A subscription you pay for.

During a buying week the showrooms fill and the sidewalk has the feeling of a deadline. A shop owner who leaves for that week still needs a file that opens without a favor.

The clean version is a subscription in your name. You pay the software company. We receive an invite. You can close that invite on a Thursday and the history stays where it was. Nothing about the month depends on our password. The history stays in the subscription you already pay for.

We reconcile inside that file. The bank feed, the categories, and the close all live where you can see them. If we stopped tomorrow, next month's person would open the same screen you already have.

The version you cannot take with you.

Some offers put the books inside an app that only their staff can export. The monthly fee feels light until you want to leave, and then the history is a project. Ask, before you sign, how you take the file with you and how long that takes.

A logo on a proposal does not answer that. The answer is a sentence. Either you can open it, or you cannot. We will say which one we are in the first conversation, and we will show you the invite rather than describe it.

If your file is already somewhere else, the first work is a move, not a close. We would rather name that move than pretend the month can be finished in a room you cannot enter.

What we still need from you.

An invite is not a mind reading. You still tell us what a deposit was for when the bank line is only a number. You still approve a bill before it is paid. The file being yours does not move those choices onto us.

What it does move is the hunting. You should not have to ask us for a copy of your own income statement. That page should already be in the subscription you pay for, on the day we said the month would be finished.

Where to go from here.