Live Session Walkthrough

A live session, start to finish

No mystery, no minimum retainer. Connect with a real bookkeeper on screen share and fix the problem together.

How it works

Prepaid minutes wallet model — pay only for the exact session time you use.

Vetted U.S. ExpertsSTEP 01
Sarah Mitchell, CPA
4.9
QuickBooks · Tax · Payroll
Browse vetted CPAs & bookkeepers
Explore verified CPAs and accounting experts. View credentials, client ratings, and software specialties before booking.
Prepaid MinutesSTEP 02
Minutes Balance
120 Mins Available
Top Up
Recharge your Minutes Wallet
Purchase prepaid minute packages. Minutes never expire and apply universally to any expert session across the platform.
Exact Second BillingSTEP 03
Session Invoice
Billed for exact time
$0 Retainers
No minimums
Connect 1:1 & pay exact time
Start an instant video session or schedule ahead. Minutes are deducted strictly for your exact call duration with $0 retainers.

Scope Clarity · Clear Transparent Boundaries

What we can and
can't help with.

Being clear upfront saves you money and guarantees your live session delivers maximum value.

In Scope

What We Help With

Live 1:1 Advisory

Reconciliations & Cleanup

1:1 Live

Fix duplicate transactions, missing deposits, bank feeds, and credit card reconciliations.

Software Setup & Integration Fixes

QBO & Xero

QuickBooks Online, Xero, Wave, Zoho Books—mapping accounts and connecting tools.

Understanding Your Reports

P&L Breakdown

Line-by-line breakdown of P&L, balance sheets, and cash flow in plain English.

E-Commerce Bookkeeping

Shopify / A2X

Shopify payouts, Amazon settlement files, A2X, payment processor fee allocations.

Backlog Catch-Up Planning

Backlog Triage

Realistic triage plan for months of backlog, and step-by-step guidance executing it.

Out of Scope

What We Don't Do

CPA Tax Referral

Filing Your Tax Return

Return-ready books provided

We get your books return-ready. Final tax filing must be completed by your CPA or tax agent.

Tax or Legal Opinions

Referral to tax attorney

No advice on corporate tax structure, complex deductions, or legal liabilities.

Formal Audit & Assurance Work

Tactical problem solving

Sessions are tactical problem-solving sessions, not an official independent audit.

Investment & Securities Advice

Bookkeeping only

Wealth management, fundraising valuation, and investment strategies are strictly out of scope.

FAQ · Frequently Asked Questions

Got questions?
We've got live answers.

Everything you need to know about 1:1 live sessions, certified ProAdvisors, per-minute credits, and our Satisfaction Guarantee.

You pre-purchase minute balance packages. When you connect live on screen-share with a bookkeeper, billing runs while you work together and stops the exact second you end the call. Unused minute credits never expire.

Every session includes end-to-end video recording. If your expert cannot resolve your specific issue, file a 1-click dispute within 48 hours for a 100% full minute credit refund under our Satisfaction Guarantee.

Still have a question?

Our team is available live 24/7 to answer questions about your account or match you with a certified bookkeeper.

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