Common Questions, Straight Answers.
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About the Service
What does Accountally do? +
We're a US based bookkeeping firm. We deliver an accurate monthly close, with AI assisted workflows helping our team move faster. Plus Profit Discovery: we review vendor categories where savings may exist through our partner network across payments, insurance, payroll, software, and more.
Is your AI replacing my accountant? +
No. AI helps with repetitive work like categorization, matching, and anomaly detection. A real US based bookkeeper reviews the work and signs off on your monthly close. AI is a tool our team uses, not an autonomous replacement.
How is this different from software first bookkeeping providers? +
Two differences. First, Profit Discovery: we don't just see vendor overpayments in your books, we act on them. Second, we're a real bookkeeping firm with an assigned team you can call, not a software product with humans in a queue.
What does onboarding look like? +
A 15 minute discovery call to understand your setup. We then propose a tier, clean up your books if needed, and go live with monthly close. You'll have an assigned team and a clear point of contact from day one.
About the Team
Are your team members actual accountants? +
Yes. Our team is staff accountants with accounting degrees, plus CPA support for senior review. That means your month end close, journal entries, financial statement prep, and variance analysis are handled by people who understand accounting at a professional level.
How do you ensure your bookkeepers are well trained? +
Comprehensive training using online learning platforms and hands on instruction. Our team members receive certifications in various accounting software. Every account has a senior reviewer above the assigned US based bookkeeper.
How do you handle staff absences or time off? +
Team based approach with built in continuity. Each account has a primary bookkeeper plus secondary backup. If your primary is unavailable, the secondary covers without disruption. LMS backed knowledge stores mean nothing gets relearned.
Getting Started
How long does it take to set up bookkeeping for a new client? +
Setup varies by complexity. We assess each client's current bookkeeping state and develop a customized transition plan. Standard onboarding takes 2 weeks. Cleanups from a previous bookkeeper take 2 to 4 weeks before going live with monthly service.
Do you work with QuickBooks Online? +
Yes. QuickBooks is one of the platforms we connect, alongside bank feeds, payroll, AP platforms, and most industry specific software (AppFolio, Buildium, ServiceTitan, Toast, Square, and more). Our team works inside whatever platform your books already run on and brings it into one monthly close workflow.
What if our books are a mess from a previous bookkeeper? +
We offer a books cleanup as a one time engagement before monthly service goes live. Most cleanups take 2 to 4 weeks depending on how far behind things are. Once clean, we take over ongoing accounting and bookkeeping.
Pricing and Billing
How does billing work? +
Billing terms, cadence, term length, and how to change tiers are outlined in the service agreement signed at the start of our partnership.
Does Profit Discovery cost extra? +
No. Vendor review through our multi category partner network is included in every tier, including the analysis that surfaces where you're overpaying.
Do you offer support during tax season? +
Yes. Additional support during peak periods like tax season to accommodate increased needs. Note that tax filing isn't in our standard scope. Premium and Enterprise tiers include tax ready financial statements; we can refer to CPA partners for filing or fold filing in at custom pricing.
Build a Cleaner Monthly Close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.