A live session, start to finish
No mystery and no surprise invoice. Here is the whole thing, exactly as it happens.
Choose your bookkeeper
Find Your MatchFilter by the software you use, your industry, language, and whether they are online now. Read their profile, check their rating and how many sessions they have completed. If you would rather not choose, hit Match me and we will connect you to the best available expert for your problem.
Connect instantly, or schedule
Instant or ScheduledInstant: you enter a waiting room, your bookkeeper accepts within 30 seconds, and the session opens. Scheduled: pick a slot from their calendar, get a confirmation and a reminder an hour before. Either way you can upload files ahead of time so they have seen your data before you start.
Work through it together, live
Live Screen ShareYou get video, audio, screen share, chat and file sharing in one room. Share your QuickBooks or Xero screen and they will guide you click by click — or give them view access and watch them work. The timer sits at the top of the screen the entire time, visible to both of you.
The timer stops when you do
Exact Minute BillingEither of you can end the session. Credits are deducted to the exact minute used — nothing is rounded up to the hour. A receipt is emailed immediately, along with the session notes your bookkeeper wrote up.
Rate the session
Resolution GuaranteeStar rating, written feedback, and one question that matters more than the rest: was your issue actually resolved? If it was not, raise it and we review the recording. Unresolved sessions get refunded.
What we can and can't help with
Being clear about this upfront saves you money and saves us both a bad session.
We do this
Reconciliations and cleanup
Bank feeds, credit cards, undeposited funds, duplicate entries.
Software setup and fixes
QuickBooks Online, Xero, Wave, Zoho — configuration, mapping, integrations.
Reading your own numbers
P&L, balance sheet, cash flow — what each line actually means for you.
E-commerce book structure
Shopify, Amazon, A2X, payment processor fees and settlements.
Catch-up planning
A realistic plan for months of backlog, and help executing it.
We don't do this
Filing your tax return
We will get your books return-ready. Filing goes to your CPA or tax agent.
Tax or legal advice
No opinions on structure, deductions, or liability. We will say when you need a professional.
Audit or assurance work
Not what this is. Sessions are not an audit and should not be relied on as one.
Investment or funding advice
Out of scope entirely.
Signing off financial statements
We help you prepare. A licensed accountant signs.
Got questions?
We've got live answers.
Everything you need to know about 1:1 live sessions, certified ProAdvisors, per-minute credits, and our Satisfaction Guarantee.
Still have a question?
Our team is available live 24/7 to answer questions about your account or match you with a certified bookkeeper.