Frequently Asked Questions

The things owners ask us most.

Do I have to switch accounting software?

No. We work in your existing QuickBooks Online file. If you are not on QuickBooks yet we will set it up, but the file stays in your name and you keep it if you leave.

Are you a CPA firm?

No. We handle bookkeeping, reporting and back-office staffing. We work alongside your CPA at filing time and hand them a clean file, which usually lowers what they charge you.

How far behind can I be?

We have taken on books more than three years behind. The cleanup is quoted as a fixed-scope project before any work starts, so you know the number up front.

What if the assistant does not work out?

Every placement carries a 90-day replacement guarantee. If it is not working we restart the search at no additional placement fee.

Are the assistants employees of mine?

They are contractors you engage directly. We handle sourcing, screening and onboarding; the working relationship and the rate are between you and them.

Can I buy just the VA matching?

Yes. Matching is a one-time placement fee and does not require a bookkeeping engagement, though most clients end up on both.

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