Question 1

What accounting software do you use?

Accepted Answer

We run all bookkeeping through QuickBooks Online and payroll through Gusto. As a professional accounting firm, we have access to wholesale pricing that is not available to individual businesses — we pass that discount through to you at cost, with no markup. You can export your data at any time. On the Managed track, continued access to the live software environment requires an active subscription; on the BYOS track, you own the subscriptions directly.

Question 2

How do I get my documents to you?

Accepted Answer

We use a secure client portal where you can upload bank statements, receipts, and payroll records. You can also connect your bank accounts directly to QuickBooks Online for automatic transaction import.

Question 3

What is the difference between Essential and Growth tiers?

Accepted Answer

Essential covers 1–3 bank/credit accounts and up to 150 monthly transactions — ideal for solopreneurs and micro-businesses. Growth covers up to 5 accounts and 225 transactions, and supports up to 8 payroll employees, making it the right fit for growing local teams.

Question 4

Can you handle payroll for contractors (1099s)?

Accepted Answer

Yes. Contractors count toward your worker total. We handle 1099 preparation and filing at year-end as part of your payroll service.

Question 5

What does 'wholesale software pass-through' mean?

Accepted Answer

As a professional accounting firm, we have access to wholesale pricing on QuickBooks Online and Gusto that is not available to individual businesses. We pass that discount through to you at cost — no markup — on your single consolidated monthly invoice. If you purchased these subscriptions on the open market, you would pay over $115/month just for the software before paying anyone to run them. Bundling with us saves you roughly $400+ annually on software overhead alone.

Question 6

What Oregon-specific payroll taxes do you handle?

Accepted Answer

We handle all Oregon-specific employer obligations: Oregon withholding tax, Oregon unemployment insurance (UI), Oregon Paid Leave contributions, TriMet transit tax, Metro Supportive Housing Services (SHS) tax, and new hire reporting to the Oregon Department of Revenue. Washington County and Clackamas County assessments are included where applicable.

Question 7

Why is there no integration gap between bookkeeping and payroll?

Accepted Answer

Because the same professional team manages both services, your payroll journal entries post to your QuickBooks ledger instantly and accurately — no waiting for a separate bookkeeper to reconcile payroll records, no discrepancies between systems. This is one of the key advantages of bundling both services with us.

Question 8

Is there a contract or minimum commitment?

Accepted Answer

Month-to-month plans are available with no long-term contract. We believe our service speaks for itself.

Question 9

Do you serve businesses outside the Portland metro area?

Accepted Answer

Yes. We serve businesses throughout the state of Oregon. All services are available remotely.

Question 10

Do you prepare tax returns?

Accepted Answer

We prepare your year-end financial package — the organized records your tax preparer needs — but we do not prepare tax returns. We work alongside your CPA or tax professional.

Question 11

What is BYOS (Bring Your Own Software)?

Accepted Answer

BYOS plans are for clients who already have active QuickBooks Online and Gusto subscriptions and prefer to manage those accounts themselves. You provide the software credentials, we provide all the professional management. BYOS rates are lower because we are not procuring or administering your software licenses.

Bookkeeping & Payroll for Oregon Small Businesses

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