--- title: "Bookkeeping FAQs: Cost, Software, Monthly Close, CPA" description: "Answers to common bookkeeping questions: what a bookkeeper does, software, cost, the monthly cycle, working with your CPA, families and rematching." url: https://peachtreeva.multisites.ai/bookkeeping/bookkeeping-faqs publisher: Peachtree VA book: https://peachtreeva.multisites.ai/contact --- # Bookkeeping FAQs Bookkeeping packages start as little as $240 per month, based on transaction volume and complexity. Bookkeepers work mainly in QuickBooks Online and aim to close the prior month by the fifth business day. Every engagement starts with a free 30-minute consultation, and a bad match is rematched at no cost. [Book a free strategy call](https://peachtreeva.multisites.ai/contact) Starting package As little as $240 per month Main software QuickBooks Online Monthly close Aim for the fifth business day First step Free 30-minute consultation Status 1099 independent contractors ## Pricing by volume Packages depend on your transaction volume and complexity, so you do not pay for services you do not need. ## Works with your CPA Your bookkeeper coordinates with your CPA to make tax preparation smooth. ## A monthly rhythm A monthly review call covers the prior month, year-to-date results and any budgets or forecasts. ## Matched after a call The consultation tells us your systems, goals and needs, and we match you to the best-fit bookkeeper. ## What do people ask most about outsourced bookkeeping? People ask what a bookkeeper does, what it costs, which software they use and how it works with a CPA. The short answers are below. Every question we answer is also listed in full on this page. ## What does it cost? Bookkeeping packages start as little as $240 per month. They are structured on your business’s transaction volume and complexity. During your free consultation, we assess your needs and recommend the right package. See the [bookkeeping page](https://peachtreeva.multisites.ai/bookkeeping) for what each package covers. ## What does a typical month look like? We aim to close out the prior month’s books and provide financial statements by the fifth business day of the new month. Your bookkeeper meets with you at the start of each month to review results and budgets, then categorizes transactions, sends invoices, processes contractor payments and reconciles accounts through the month. Our [month-end close checklist](https://peachtreeva.multisites.ai/guides/month-end-close-checklist) shows what a close involves. ## Do you work with my CPA? Yes. CPA coordination is part of the service, so tax preparation stays smooth. Your bookkeeper can also work as a small finance department for your business. Ask your CPA how best to share your books. ## Do you serve families? Yes. We offer bookkeeping for families who want clearer personal finances. Read our guide on [bookkeeping for families](https://peachtreeva.multisites.ai/guides/bookkeeping-for-families). ## Should I hire a bookkeeper or a virtual assistant? Choose a VA when you have a CPA, an external bookkeeper or strong financial processes and need help with the administrative legwork. Choose a bookkeeper when you lack that financial infrastructure. See [our VA services](https://peachtreeva.multisites.ai/va-services) for the other side. ## Next step [Book a free strategy call](https://peachtreeva.multisites.ai/contact) or schedule your free 30-minute bookkeeping consultation. You leave with a plan that fits your business. ## Frequently asked questions ### How do I know if I need a virtual bookkeeper? When you’re learning financial principles instead of running your business, potential errors can lead to tax complications or missed deductions. Without clear financial visibility, strategic decisions become a matter of guesswork rather than informed, data-driven choices. Learn more about common bookkeeping blunders that may be costing your business ### What can a Peachtree Bookkeeper do? Transaction Management: We accurately record and categorize all your financial transactions. Monthly Financial Reports: Get clear financial statements and insights tailored to your needs. Monthly Reviews: We offer personal calls to go over your numbers and answer any questions. Account Reconciliation: We make sure your accounts are accurate and up-to-date. Custom Reports: Receive financial reports tailored specifically for you. CPA Coordination: We work with your CPA to make tax preparation smooth and easy. Budget Management: We help you create and manage your budget effectively. Invoice Management: We handle your invoices and payments to keep cash flow steady. ### What accounting software do Peachtree Bookkeepers use? Our bookkeepers mainly work with QuickBooks Online, the industry-leading platform trusted by millions of businesses, but they are also are proficient in various other platforms like Wave and Zero. ### How much does Peachtree Bookkeeping cost? Our small business bookkeeping packages start as little as $240 per month and are structured based on your business’s transaction volume and complexity. During your consultation, we’ll assess your specific needs and recommend the right package to provide comprehensive support without paying for services you don’t need. ### How do you match me with the right bookkeeper? During your initial consultation call, we take time to gather thorough information about your business, financial systems, goals, and specific bookkeeping needs. This call serves as a discovery process that helps us understand your operations, reporting preferences, and any current challenges. Using this information, we match you with the best-fit bookkeeper from our bench of experienced professionals who work across a wide range of industries and specialties. Each of our bookkeepers brings different strengths and expertise, allowing us to make a thoughtful, personalized match. Our goal is to ensure you are paired with someone who can support your business effectively from day one. ### What if my bookkeeper and I don’t work well together? Your partnership is backed by dedicated Relationship Specialists who ensure the health of your engagement and address any problems that occur. We’re committed to getting the match right the first time, and our track record demonstrates our consistent success. However, should any compatibility issues arise, we can quickly rematch you at no additional cost. ### Confidentiality is essential in my business, how am I protected? We understand the importance of confidentiality. Our bookkeepers adhere to the highest professional standards, including signing strict confidentiality agreements and complying with all client-specific requirements to safeguard your sensitive information. ### Do you provide Bookkeeping services to families? Yes, we provide bookkeeping services to families who want greater clarity and organization around their personal finances. Our services help families better understand their financial activity, create and maintain budgets, and track income and expenses throughout the year. We also offer annual financial organization support to ensure records are accurate and easy to access. This preparation helps streamline the tax filing process and reduces stress during tax season. Our goal is to give families confidence and control over their financial picture. Read our blog for more on what kind of support Peachtree VA offers to families! ### What does the typical monthly cycle with my bookkeeper look like? Every client’s account is different, and during your onboarding and kickoff process, we establish a monthly cadence that best fits your specific bookkeeping needs. As part of our standard process, we aim to close out the prior month’s books and provide financial statements by the fifth business day of the new month. At the beginning of each month, your bookkeeper will also meet with you to review the prior month’s performance, year-to-date results, and any budgets or forecasts that may need updating. Throughout the month, your bookkeeper works to categorize transactions, send invoices as needed, process contractor payments, issue 1099s when applicable, and reconcile accounts. This consistent workflow ensures your financial records remain accurate, timely, and well-organized. ### How do I apply to become a Bookkeeper? If you’re interested in becoming a Peachtree Bookkeeper, check out our careers page! Note: We are not always accepting applications, so please check in periodically so you don’t miss when our applications open. ### Is the bookkeeper an employee? Our bookkeepers are 1099 independent contractors to Peachtree VA. This arrangement allows us to handle all contractual and compliance aspects, giving you the flexibility and ease of service without the administrative overhead. ### Do you have a referral program for clients? Yes. We appreciate when our clients refer us to other clients. In fact, our Client Referral Partners receive $100 for each referral that signs on. Simply set up an email introduction with Reid Yearwood (reid.yearwood@peachtreeva.com) ### When it comes to financial management, what is the difference between a Peachtree virtual assistant and bookkeeper? VA support works exceptionally well when you already have financial management infrastructure in place. If you’re working with a CPA, external bookkeeper, or have strong financial processes but need someone to handle the administrative legwork, a Peachtree virtual assistant becomes an invaluable extension of your existing team. The key advantage lies in their versatility. Your Peachtree VA can seamlessly transition between financial administrative tasks and other business operations, such as email and calendar management, project coordination, and social media support. Peachtree VA’s professional bookkeeping services go far beyond administrative support to provide strategic financial insight and comprehensive management. This level of fractional support is essential when you don’t have existing financial management infrastructure or when your business has grown beyond basic administrative needs. Peachtree VA’s custom bookkeeping packages enable you to have the timely and accurate financial data you need to make informed decisions. Read our blog for more information! ### How do bookkeepers integrate into my business? We like to think of our bookkeepers as a small finance department for small businesses. Our team integrates directly into your operations by using your systems, communicating with key team members, and, in many cases, working through a company email address to ensure seamless collaboration. Peachtree bookkeepers are highly hands-on and proactive, providing ongoing support rather than working in isolation. They stay in regular contact throughout the week and month to address questions, manage workflows, and anticipate financial needs. This approach allows them to function as trusted members of your team while delivering professional-level financial oversight. ## Related - [### Outsourced bookkeeping for small business Outsourced bookkeeping means a remote bookkeeper records your transactions, reconciles your accounts and delivers monthly financial statements, working alongside your CPA. We aim to close the prior month by the fifth business day. Bookkeeping packages start as little as $240 per month. Every engagement begins with a free 30-minute consultation. Bookkeeping](https://peachtreeva.multisites.ai/bookkeeping) - [### Month-End Close Checklist for Small Business A month-end close checklist is the set of steps you run after each month ends to make the books accurate: record all activity, categorize it, reconcile accounts, check invoices and bills, review reports and hold a review. Peachtree aims to close the prior month and deliver statements by the fifth business day. Read the guide](https://peachtreeva.multisites.ai/guides/month-end-close-checklist) - [### Household Bookkeeping: How to Organize Your Family Finances Household bookkeeping means recording your family's income and spending in one place, sorting it into categories, and reviewing it each month. It shows where money goes, supports a budget and makes tax time easier. Start with one tracker, a short category list and a monthly 30-minute review. Read the guide](https://peachtreeva.multisites.ai/guides/bookkeeping-for-families) - [### Frequently Asked Questions Peachtree VA supplies U.S.-based virtual assistants, bookkeepers and direct-hire recruiting. This FAQ answers the most common questions about how matching works, hours, payment, contractors, confidentiality, bookkeeping and direct hire. Virtual assistant packages start at 25 hours a month, and most clients are matched in as little as 10 business days. FAQ](https://peachtreeva.multisites.ai/faq) ## Get your week back. Book a free, no-obligation strategy call. We will map out what to hand off first, and you leave with a plan whether or not you become a client. [Book a free strategy call](https://peachtreeva.multisites.ai/contact)[or email info@peachtreeva.com](mailto:info@peachtreeva.com) ![Sarah Harlan, Client Experience & Operations Manager](https://peachtreeva.multisites.ai/_astro/sarah-harlan.DtVquYwL_2b0Qn7.webp) ![Darleen Priday, Vice President of Business Development](https://peachtreeva.multisites.ai/_astro/darleen-priday.jiyh6aPr_1PLR4H.webp) ![November Lee, Marketing Manager](https://peachtreeva.multisites.ai/_astro/november-lee.Cro_USs7_Z1Yhdwg.webp)