With Expert Assisted, certified bookkeepers provide guidance and answer questions on topics such as categorization, automation, reconciliation, reporting, and workflows. They also share resources on payroll, sales, and 1099 forms. You can request a callback whenever you need more support.

This plan includes Priority Support during extended hours. Bookkeepers are available Monday–Friday, 6AM–6PM PT. Services depend on the information you provide. Note: they do not directly work in your books or provide personalized tax advice, prepare, or file returns.

Our team cannot provide:

(i) Tax preparation, compliance, or filing for federal, state, or local returns.

(ii) Advanced accounting such as GAAP, accrual, multi-currency, or crypto.

(iii) Financial or industry-specific advisory services.

(iv) Business operations such as third-party app setup or integration.

If you need these services, we can connect you with a certified ProAdvisor from our network.

Expert Assisted gives you access to bookkeepers who help with:

(i) Automating QuickBooks for efficiency,

(ii) Categorizing and reconciling accounts,

(iii) Reviewing financial reports,

(iv) Staying on track for tax deadlines.

With Expert Assisted, you still manage your own records.

Full-Service Bookkeeping pairs you with a dedicated bookkeeper who updates past records and manages your monthly books so you can focus on running your business.

Our bookkeepers come from diverse industries and meet strict requirements:

(i) Active QuickBooks Online ProAdvisor certification,

(ii) Active Advanced ProAdvisor certification,

(iii) Minimum 3 years of QuickBooks Online experience,

(iv) Plus one of the following: licensed CPA, Certified Public Bookkeeper, bachelor’s degree in accounting/finance, or proven expertise in bookkeeping and finance.

To get the most value from your session:

(i) Write down your questions beforehand.

(ii) Schedule a time when you can focus without distractions.

(iii) Be at your computer, signed in to QuickBooks Online, so you can share your screen during the call.

Yes. You can subscribe to Expert services by signing in to your QuickBooks Online account or by contacting sales. For pricing and subscription details, see our plan information below.

Yes. You can cancel Expert Assisted anytime before your next billing date. You can also switch to another subscription plan anytime through your account settings or the Expert Services page.