Yes! Intuit Expert offers online bookkeeping services that connect small businesses with real bookkeeping experts. Depending on the service you choose, a bookkeeper can give you guidance or take the lead on your bookkeeping.

Expert Assisted is a monthly subscription service offering ongoing guidance on how to manage your books. You get access to bookkeeping experts who can answer your questions on a variety of bookkeeping subjects and provide tax resource support to help you understand your books. With Expert Assisted, you’ll still be managing your own books.

With Expert Full Service Bookkeeping, you get all the benefits included in Expert Assisted, plus an initial cleanup of your books. Then we pair you with a dedicated bookkeeper who will manage your monthly books for you on an ongoing basis, so you can focus on your business.  

Tax preparation or filing services are not included in either Expert Assisted or Expert Full Service Bookkeeping, but are available to be purchased separately via Intuit Expert Assisted Business Tax, powered by TurboTax.** 

The bookkeepers in Intuit Expert Assisted and Intuit Full Service Bookkeeping can also provide financial and business coaching, and answer questions on topics like categorization and automation, and guidance on report insights to manage and grow your business. Examples of those questions could be: 

• How do I categorize a transaction correctly to stay compliant?
• How do I reconcile my books for month and year end?
• How do I generate a financial report to understand how my business is doing?
• When is the business tax filing deadline for my business entity?
• How do I prepare a 1099 for my contractor?

With Expert Assisted, bookkeeping experts are available to give you guidance and answer questions you have on bookkeeping topics like categorization, automation, reconciliation, reporting, and workflow management. In addition, they are available to coach you on common business, payroll, sales and 1099 tax topics like regulations, deadlines, deductions, and payments. You can request a callback anytime when you need a little extra help. 

Expert Assisted also gives you access to specialized product support during extended support hours.

Bookkeeping experts are available Monday-Friday 6AM - 6PM PT. Some bookkeeping services may not be included and will be determined by your bookkeeping experts. Your bookkeeping experts will provide help based on the information you provide. Expert Assisted bookkeeping expert will not work in your books, and cannot give tax advice specific to your business, or prepare or file taxes for you.

Expert Full Service Bookkeeping includes two phases: cleanup and ongoing bookkeeping. 

• In the cleanup/setup phase, your dedicated bookkeeper helps you set up your chart of accounts, connects your banks, and teaches you the basics of QuickBooks. If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service.
• As part of ongoing bookkeeping, your dedicated bookkeeper categorizes your transactions and reconciles your accounts each month.
• Your bookkeeper can close your books and prepare a trial balance. They can also PDF copies of key financial reports including your profit and loss statement and balance sheet.

In addition, Expert Full Service Bookkeeping gives you all the benefits included in Expert Assisted. These benefits include:

• Access to specialized product support with extended support hours
• Access to tax resource support in Expert Assisted
• Intuit Full Service bookkeeping experts cannot give tax advice specific to your business, or prepare or file taxes for you.

QuickBooks Expert Assisted and QuickBooks Expert Full-Service Bookkeeping give you access to bookkeepers, who are available to provide resource support so you can make smarter decisions with your books, business tax, payroll tax, sales tax and 1099 filings. Specifically, they can provide general information to common tax questions related to regulations, deadlines, deductions, business entity, business payment options, payroll tax filing, payroll tax requirements, 1099s, and sales tax. However, bookkeepers will not assist with any preparation of your federal and/or state tax returns and/or answer any tax preparation related questions to your specific business situation.

QuickBooks Expert Tax, powered by TurboTax, is comprised of: Full-Service Tax with access to a business tax expert who will do your taxes for you from start to finish; and Assisted Tax with access to tax experts who will help you do your own taxes and conduct a final review before you file. Both QuickBooks Expert Full-Service Tax and QuickBooks Expert Assisted Tax are “powered by TurboTax” tax preparation services and each require an active QuickBooks Online subscription. Full-Service Tax also provides an optional, one-time bookkeeping cleanup service for businesses provided by a QuickBooks bookkeeper.

Our bookkeeping experts will not be able to give you guidance on the following topics:

• Tax advice, tax preparation and tax compliance, including but not limited to compliance and filings for sales tax, state tax, local tax, and federal tax returns.
• Specialized accounting, including GAAP accounting, full accrual, multi-currency, foreign currency, and crypto currency.
• Business operations, including third-party app set-up and integration.

If you need help with those subjects, we can connect you with a QuickBooks-certified ProAdvisor through our ProAdvisor program.

Our bookkeepers can’t prepare or file your taxes for you as part of your Intuit Experts service – even if they’re a credentialed CPA.