When QuickBooks may be enough
If the buyer mainly needs accounting, broad accountant familiarity, and standard reports, QuickBooks may be a reasonable fit.
When to evaluate FIRMA
If the buyer also needs proposals, contracts, invoices, client portal, scheduling, documents, entity context, and review-first AI guidance, FIRMA has a stronger operating-system story.
Migration path
Keep the switch disciplined: export, map, review, preserve source records, and go live only after the owner understands the differences.
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.