Bookkeeping Support & Call Consultant

All our consultants are certified public accountants (CPAs) or certified bookkeepers (CBP) with minimum 5 years of industry experience. Many hold additional certifications in tax preparation, forensic accounting, or specialized industry accounting. Our team undergoes annual professional development training to stay current with regulatory changes and emerging best practices.

Our consultation occurs through secure video calls, screen sharing, and encrypted communication platforms. You can schedule calls based on your availability, and we provide detailed follow-up documentation after each session. All data is handled with bank-level security encryption, and we're compliant with industry regulations including GDPR, HIPAA, and SOC 2 standards.

We specialize in QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, NetSuite, and Sage. We can integrate with virtually any cloud-based accounting system and assist with data migration from legacy systems. If you use a different platform, we can typically arrange training and support through partner integrations.

Pricing is customized based on your business size, complexity, and service requirements. We offer hourly consultation rates starting at $150/hour, monthly retainer packages, and project-based pricing. Most small businesses spend $800-2,500 monthly, while larger enterprises typically invest $3,000-8,000+. We provide free 30-minute discovery calls to assess your needs and provide accurate quotes.

Yes, comprehensive tax planning and compliance is core to our services. We help with quarterly estimated tax payments, multi-state sales tax compliance, payroll tax withholding, and year-end tax preparation. Our consultants identify tax optimization opportunities specific to your business structure and help you plan ahead to minimize tax liability while maintaining full compliance.

We typically can schedule an initial consultation within 48 hours of your request. For ongoing support, we begin within 5-7 business days once engagement agreements are signed. For urgent situations, we maintain availability for emergency consultations with our premium clients. Onboarding usually takes 2-3 weeks depending on your current accounting setup complexity.

Absolutely. We provide audit support services including audit preparation, internal control assessments, workpaper organization, and liaison with external auditors. Our consultants help ensure your financial records are audit-ready and can answer auditor questions with supporting documentation. We typically allocate 40-80 hours for standard audit preparation depending on your business size.

Yes, we specialize in accounting system migrations. We manage data extraction from your current system, transformation, validation, and implementation in the new platform. We provide staff training, run parallel accounting periods for verification, and provide ongoing support through the transition. Typical migrations take 4-12 weeks depending on data complexity and volume.

We maintain enterprise-grade data security with 256-bit encryption, secure cloud storage on ISO 27001 certified servers, and multi-factor authentication. All consultants sign confidentiality agreements, and we maintain cyber liability insurance. We comply with GDPR, HIPAA, CCPA, and other regulatory standards. Your data is never shared with third parties without explicit consent, and we securely delete all files upon engagement completion.

We maintain specialized expertise across 20+ industries including healthcare, non-profits, SaaS, e-commerce, construction, real estate, manufacturing, and professional services. Our consultants understand industry-specific regulatory requirements, accounting standards, and business models. We can match you with consultants who have direct experience in your industry, significantly reducing the learning curve and improving the quality of advice.