For the firm
Define the review process for your firm.
Discuss the review needs across your client engagements. Agree on supported workflows, staff responsibilities and handoffs without assuming additional staffing capacity.
Confirm client authorization, supported data and review scope for your firm. No fixed setup time is promised.
What breaks a firm
Examples of firm workflow challenges.
Staffing risk
A senior bookkeeper gives notice. She had 12 clients. Half her workpapers live in her head. You have 30 days to hire, train, and hope nothing drops. Your Q-end just became a bonfire.
Firm-wide inconsistency
Every bookkeeper closes differently. Different accrual habits, different reclass logic, different report formats. When a client moves between staff, they notice. When you review workpapers, you spend more time on style than substance.
Capacity spikes you cannot hire for
You take on 4 new clients in Q1. You lose 2 staff in Q3. You cannot hire fast enough for the swing. Contractors are expensive and inconsistent. So you burn out your seniors instead.
How it works for a firm
Define your firm workflow before connecting data.
01
Connect your firm master
Confirm which client connections and permissions are supported. Do not assume one authorization grants access to every client file.
02
Discuss close standards
Agree on close templates, accounting frameworks and review responsibilities. Confirm which parts of your process the available workflow supports.
03
Ask about human-service scope
If your firm needs preparation support, ask whether human services are available and confirm scope, staffing, review and delivery terms.
Built for firm operations
Topics for your firm review process.
Discuss: Multi-client dashboard
Discuss how to track engagement status and who needs access. Confirm the client coverage and views available to your firm.
Discuss: Firm-wide standardization
Discuss the templates, checklists and report formats your firm uses. Confirm supported configuration before relying on a common workflow.
Seat + permission controls
Confirm tenant and staff permissions, client assignment and approval responsibilities for the available workflow.
Human-service requirements
Ask about current service capacity and the terms for changing scope. Do not assume on-demand staffing is available.
Industry requirements
Discuss the accounting requirements relevant to your industry and confirm supported scope for your account.
Review evidence across engagements
Confirm which preparation, review and approval events are retained and searchable for your engagements.
Discuss visibility across your engagements.
Confirm client authorization, supported data and review scope for your firm. No fixed setup time is promised.
Ask about availabilityFirm pricing
Explore proposed plans and early access pricing.
Review proposed pricing and package scope. Confirm eligibility, provider-specific support, availability and terms before purchasing.
Common questions from firm owners
Frequently asked.
Does Advisacor replace my staff?
Your team remains responsible for client relationships, judgment and final sign-off. Confirm the scope of any draft assistance or human service.
How does QuickBooks Accountant firm master OAuth work?
Confirm which client connections and permissions are supported. Do not assume one authorization grants access to every client file.
What about Xero clients?
Ask about current Xero workflow eligibility and supported reports. No rollout date or priority onboarding is promised.
How does Full Close billing work?
Ask for a current written offer covering service scope, billing interval, client limits, changes and cancellation terms.
Who does the Full Close work?
Confirm whether human preparation and review are included, who is responsible and what delivery terms apply before purchasing.
Is my firm and client data secure?
Ask for the current security, data-processing and model-data-use terms applicable to your account before sharing sensitive information.
Plan your review handoffs before staffing changes.
Confirm client authorization, supported data and review scope for your firm. No fixed setup time is promised.
Ask about availabilityConfirm eligibility and terms before choosing a plan.