A named person works only for you, in your tools and with your team, alongside our agents. We employ them, so this is your list and ours.
Month to month. Your books stay in your own software the whole time.
What your own hire makes you file and do for this role, against what a dedicated person makes you do.
Plus the pay itself, payroll taxes and benefits. A $57,500 bookkeeper job costs about $76,800 a year. The math
Nothing to withhold, file or insure for this role. The person is on our payroll, so payroll, benefits and cover are ours.
Payroll provider fees are left out on both sides.
Most firms make more the longer you pay them. Here the bill drops as the agents take hours, as a credit line you can read.
Only the dedicated way works like this, because only here do we bill the person's hours. On your own payroll you set the hours yourself.
Run your own numbersWe do the rest, from your posting to your first close, inside the month. Tick yours off as you go.
Nothing to pay until you pick someone. Your books stay in your own software the whole time.
Get candidates for this seatTry them with the agents for a month. If it does not feel right, we buy back every hour they and the agents worked, and your other applicants are still there.
After the first month, a dedicated person is month to month. Your books live in your own software the whole time, so leaving is a handover, not a rescue.
A replacement from our network picks up the same routine. The agents stay and the work keeps running, so nothing leaves with the person.
It should. As the agents take hours off the job, we buy those hours back and your bill goes down. You see the hours every month.
The written version of every promise goes in the agreement you sign. Read every guarantee and its conditions.
You are handing someone access to your finances. That deserves specifics rather than a promise.
Your person and the people who check their work each sign in with a second code on top of a password, work only inside your own software, and your data is encrypted when it moves and when it is stored.
A confidentiality agreement is signed before any access is given. How your books are handled
No shared logins, no exceptions, including the people who check the work.
We work inside your own QuickBooks or Xero, through a user you create and can switch off in one click. We never ask for your password.
Never used to train anything, never combined with another client's, never stored on a personal laptop.
A confidentiality agreement is signed before any access is given.
Most owners know which one fits after two questions: do you want the person on your payroll, and do you want the bill to follow the hours down?
Pick this if you want the seat filled without the payroll.
Pick this if you want an employee of your own.
Already filled the seat? Put the person you hired on our agents, with no placement fee.
The worries that decide it, answered in writing.
No. The person works only for you, in your tools and with your team, and you direct the work. The difference from your own hire is who runs payroll: we do.
Two reasons, and neither is that the people are cheap. The routine work runs on software, so the hours you buy go to the work that needs a person. As the software takes more, you buy fewer hours. And you are not paying for a whole seat when you need part of one: no payroll tax, no benefits, no recruiting fee on your side.
Yes, if it does not work out. It is a money-back month: if it does not feel right, we buy back every hour they and the agents worked. Your other applicants are still there, so you can pick again.
We put someone from our network in the seat. The agents stay and the routine work keeps running, so nothing leaves with the person.
Your person checks every agent result before it reaches you and owns the books. Anything that moves money waits for a person to approve it. In the first weeks your current process runs beside ours, so a mistake shows up in days, not at close. Your person fixes it, and the agents learn from the fix.
Your person owns the result and fixes it, with our team behind them on the calls that need experience. We go through what we cover, in writing, on the first call.
Yes. Your books stay in your own QuickBooks or Xero, so your CPA keeps their own login and sees every entry, including the ones the agents made. Every month you also get an hours report of who did what, which you can pass on.
They work only for you, with your team during your business day, in your tools.
The person you pick, plus the people who check their work. Each one signs in with a second code on top of a password and works only inside your own software, and your data is encrypted when it moves and when it is stored.
You do. Your books live in your own software the whole time. We work through a user you create and can switch off in one click. We never ask for your password, and your data is never used to train anything. How your books are handled.
Switch off our user. After the first month a dedicated person is month to month, and so is the agents fee. Your books never left your software, so leaving is a handover, not a rescue.
Usually not. Bank feeds, bills, invoices and month-end all run remotely once someone has access to your software. Where part of the role really is physical, a local part-time person covers those hours. Check your posting.
More answers in the full FAQ, or compare the ways to fill a seat.
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