Everything clients ask

Eccountrio is an outsourced finance partner providing US bookkeeping, month-end accounting, AP and AR support, management reporting, cleanup and catch-up work, and US tax support. We work with both businesses and accounting firms.

Three Chartered Accountant co-founders. CA Archit Sakariya covers bookkeeping and month-end accounting with expertise in US taxation and US GAAP. CA Yash Hirapara covers accounting, payroll and AP/AR, including complex accounting treatment and client tax planning. CA Vishal Chotaliya covers US tax, with 300+ 1040, 1065, 1120S and 1120 returns prepared or reviewed.

We work in QuickBooks Online, QuickBooks Desktop, NetSuite and Xero. Scope and pricing are based on the system, access available and work involved.

We provide preparation and review support for Individual (1040), Partnership (1065), S Corporation (1120S) and C Corporation (1120) returns, along with tax planning support and client tax consulting.

Hourly support is $8 per hour. Recurring bookkeeping plans are $499 per month (Monthly), $799 per month (Bi-Weekly) and $999 per month (Weekly). Pricing assumes normal bookkeeping volume and timely access to QBO and supporting documents.

Yes. Cleanup and catch-up is a core service — historical bookkeeping cleanup, reclassification support, reconciliation cleanup and ongoing bookkeeping optimization. Historical cleanup and complex catch-up work are quoted separately from recurring plans.

Yes. We support accounting firms that need dependable overflow and month-end capacity, as well as businesses that want reliable books without building a large in-house team.

Each plan lists its own scope. All recurring plans cover QBO bookkeeping, transaction categorization, bank and credit-card reconciliation, monthly P&L and Balance Sheet, month-end review and ongoing support. Bi-Weekly and Weekly add more frequent updates, reconciliation and AP/vendor tracking.

Historical cleanup, complex catch-up work, payroll, sales tax filings, tax return preparation and extensive AP/AR management may be quoted separately.

Pricing assumes normal bookkeeping volume and timely access to QuickBooks Online and supporting documents.

If transaction volume, account complexity or reporting requirements increase materially, pricing can be reviewed by mutual agreement.

It depends on how current you need the books. Monthly suits steady volume reviewed once a month. Bi-Weekly surfaces issues earlier with twice-monthly updates. Weekly suits higher volume or tighter reporting cycles. Hourly suits cleanup, overflow and variable workload.

QuickBooks Online. Categorization, reconciliation and reporting workflows are all built around QBO, and pricing assumes timely access to the QBO file and supporting documents.

That depends on the plan. The Monthly plan updates and reviews the books once a month. Bi-Weekly updates twice a month so issues surface earlier. Weekly posts and reconciles every week, which suits higher transaction volume or tighter reporting cycles.

Recurring bookkeeping is $499 per month (Monthly), $799 per month (Bi-Weekly) or $999 per month (Weekly). Focused or variable work is billed at $8 per hour. Pricing assumes normal bookkeeping volume and timely access to QBO and supporting documents.

Reconciliation matches the transactions recorded in the books against the bank or credit-card statement for the same period, so that every difference is identified and explained. Without it there is no proof the ledger is complete, and errors such as duplicated or missing transactions can go unnoticed for months.

Month-end close support, accrual and cut-off support, open-item review, and financial statement preparation.

Bookkeeping records and reconciles transactions as they occur. The month-end close finalises the period on top of that work — posting accruals, testing cut-off, clearing open items and reviewing the accounts before financial statements are issued.

Cut-off is the boundary between one accounting period and the next. Correct cut-off means each transaction is recorded in the period in which it actually occurred, so results are not distorted by an invoice or payment being entered late.

Vendor bill organization, accounts payable support, accounts receivable support, and outstanding balance review.

The service covers organizing and maintaining the payables and receivables records and reviewing outstanding balances. Extensive AP/AR management is outside the recurring plan scope and may be quoted separately.

An ageing report groups unpaid bills or invoices by how long they have been outstanding — typically current, 1–30, 31–60, 61–90 and over 90 days. It is the standard way to see which payables are due and which receivables are at risk.

Profit & Loss, Balance Sheet, management reports, and account and variance review.

A Profit & Loss covers a period of time and shows revenue, expenses and profit for that period. A Balance Sheet is a snapshot at one date, showing assets, liabilities and equity. The P&L explains what happened; the Balance Sheet shows where the business stands.

Yes. Monthly P&L and Balance Sheet are included in the recurring plans, along with month-end review. The Hourly plan includes basic reports and review.

CA Vishal Chotaliya, one of the three co-founders, has prepared or reviewed 300+ Individual 1040, Partnership 1065, S Corporation 1120S and C Corporation 1120 returns, alongside tax planning work.

No. Tax return preparation is quoted separately from the recurring bookkeeping plans, as are payroll, sales tax filings, historical cleanup and complex catch-up work.

Form 1120 is filed by a C corporation, which is taxed on its own profits. Form 1120S is filed by an S corporation, a pass-through entity that generally does not pay federal income tax itself — income and losses are reported by the shareholders on their individual returns.

Yes. Historical bookkeeping cleanup and catch-up is a core service, covering reclassification support, reconciliation cleanup and ongoing bookkeeping optimization once the file is current.

Historical cleanup and complex catch-up work are quoted separately from the recurring plans, because the effort depends on how far behind the file is and how consistently it was maintained. Hourly support is $8 per hour.

The file moves onto a recurring plan — Monthly, Bi-Weekly or Weekly — so the books stay at the baseline the cleanup established rather than drifting again.

For recurring work, usually. An in-house bookkeeper costs a fixed salary plus benefits and payroll taxes regardless of monthly volume, while outsourced bookkeeping is charged as a plan fee or an hourly rate — at Eccountrio, $8 per hour or $499 to $999 per month. Whether it works out cheaper depends on how many hours the role would genuinely take.

When the finance work is inseparable from daily operations, when there are constant same-day questions that need someone physically present, or when the volume genuinely justifies a full-time role. Outsourcing is strongest where the work is recurring and rules-based — bookkeeping, reconciliation, month-end close and reporting.

That depends on how the provider is structured. Eccountrio is led by three Chartered Accountants with complementary expertise across bookkeeping, month-end, payroll, AP/AR and US taxation, so the work is delivered by a practice rather than resting on one individual.

Yes. Books kept in QuickBooks Online with consistent categorization and current reconciliations hand over cleanly, because the ledger and its supporting records are already in a review-ready state.