The Platform
We Work on Automate Accounting
It is built by a separate company under shared ownership with ours. That is worth knowing before anything else on this page.
The Disclosure, First
An engagement with us is on our paper, invoiced by us, at our own prices, and carrying our own liability. It does not ride on anybody's software invoice.
The two companies, side by side and in full →
If you would rather we worked in your existing system, say so. We do — and we will tell you honestly where that costs you time we would otherwise spend on your actual numbers.
Why We Built the Practice on It
We keep our own books on the same platform we put clients on. When something in it is wrong at month-end, it is wrong for us first.
What running our own close on it means for yours
A firm that uses the same tool every month finds its rough edges before a client does. Our close runs on it, our clients’ closes run on it, and the feedback loop between the two is about as short as that loop gets anywhere.
It also means we are not learning your system on your time. The parts of a close that are the same every month are already set up, so the hours we bill are spent on the parts that are not.
What It Means for Your Data
Your books are yours. If you engage us and later leave, you leave with your ledger, your documents and your history — the arrangement between the two companies does not change who owns your records.
Two contracts, two companies
The software is licensed to you by its own company, under its own agreement, and that agreement is between you and them. Our engagement letter covers our work and nothing else. Two contracts, two companies, deliberately not blended.
If We Also Run Your Whole Function
If your books are on Automate Accounting and we run your whole finance function — For You — the engagement carries a written independence assessment. It sets out the shared ownership between us and the platform, so your lender and your auditor can judge your books on their merits. The sign-off stays with your management, and if either of them objects to the arrangement, we will tell you. None of this applies when your books are kept elsewhere.
Who owns the software does not change who is responsible for your numbers: your management signs them off, at every posture. Nor does it change what makes them right, which is the evidence behind them, wherever your books are kept. We say the arrangement out loud so it is weighed openly rather than discovered.
What the platform itself does, and the evidence for it, is its own company’s to publish rather than ours to describe — so if your auditor wants to rely on the platform’s controls, that is where to look, and the link is below. If your lender or your auditor objects to the arrangement, we will tell you, and we can work in your own system instead.
Reading About the Software Itself
Their site, not ours
We deliberately do not describe what the platform does on this site. They publish their own claims, against their own evidence, and they should be the ones held to them.
They also describe Accounting Advisor from their side, as the optional expert help beside the software: their Expert Help page →
Adding our services from inside the software, without a separate sales conversation, is being built.Building
The first conversation is a look at your books and an honest answer about whether we are the right firm.