Question 1

What accounting software does the bookkeeper use?

Accepted Answer

Our bookkeepers are trained on QuickBooks Online, Xero, FreshBooks, Wave, and Bill.com. They adapt to your existing platform and can learn new tools during onboarding.

Question 2

Can they handle payroll?

Accepted Answer

Yes. Your bookkeeper processes payroll data entry, tracks contractor payments for 1099s, and coordinates with payroll platforms like Gusto or ADP. They handle the operational work while your CPA or accountant reviews compliance-level decisions.

Question 3

Will they do my taxes?

Accepted Answer

No. Bookkeepers handle day-to-day financial record-keeping: categorization, reconciliation, and reporting. Tax preparation and filing should be handled by a licensed CPA. However, clean books from your bookkeeper make tax season significantly faster and cheaper.

Question 4

How quickly can they start?

Accepted Answer

We deliver 3 vetted candidates within 14 days of your discovery call. Once selected, onboarding and accounting platform access setup typically takes 1-2 business days.

Question 5

What is the right engagement package?

Accepted Answer

Most small businesses start with 80h/month (Part-Time) for daily bookkeeping coverage. If you process high transaction volumes or need daily reconciliation across multiple accounts, 160h/month (Full-Time) gives you dedicated daily coverage. The 40h Starter works for businesses with lower transaction volumes.

Question 6

What is the difference between a bookkeeper and an accountant?

Accepted Answer

A bookkeeper manages daily financial transactions: recording income and expenses, reconciling accounts, processing invoices, and generating reports. An accountant interprets that data for strategic decisions, handles tax planning, and ensures regulatory compliance. Most businesses need both, and clean bookkeeping makes your accountant more effective and less expensive.