The buyer problem
Most service businesses outgrow a simple accounting app because the financial record is created across proposals, contracts, invoices, client files, scheduling, and follow-up. When those systems are separate, every report needs cleanup.
What to look for
Evaluate whether the platform connects source work to finance review, keeps documents close to invoices and transactions, supports accountant access, and gives owners a useful operating view without unsafe automation.
Where FIRMA fits
FIRMA should be positioned as the operating layer around the books: one client record, one financial review queue, one migration path, and one place to ask business questions without entering sensitive identifiers.
Use this as a buying checklist.
A serious financial software buyer should ask how the platform handles source evidence, approval before posting, accountant access, migration review, role-based access, exportability, and comparison with the tools already in use.
FIRMA should answer those questions with product workflows, not unsupported compliance, tax, savings, or customer claims.