Accounting Help Desk Services

Responsive Answers to Your Accounting Questions, When You Need Them

You don't always need a full-time or even a fractional CFO, and you don't always need someone to take over your books. Sometimes you just need an accounting expert on the line who can look at your QuickBooks or other ERP/accounting software screen and tell you how to fix it—like a professional IT help desk, but for your accounting.

Accounting help desk services from Wise Consulting give your team direct access to experienced accounting professionals through scheduled calls and live screen-sharing sessions. We will answer your accounting and bookkeeping questions, troubleshoot issues, and support your existing staff so problems are resolved instead of piling up.

Real Accountants, Not Chat Support

Other bookkeeping services typically involve accounting generalists in other countries, and we're often called in later to clean up the results. The Wise Consulting accounting help desk is staffed by degreed accounting professionals who are from, live in, and work in the United States, and who do this work every day for real clients. You get answers from people who understand how your books should look.

How it Works

  • Schedule a Session: book a block of time that fits your question – a quick call or a longer working session. After a brief onboarding process, time is billed in simple 15-minute increments.

  • Share Your Screen or Grant Accountant Access: we will review your books together, live, so you get real answers. If you grant us accountant access to QuickBooks Online, we will review your books and talk through the answers with you on a call.

  • Get Problems Resolved: most questions are answered on the spot. For trickier issues, we investigate and follow up until they're resolved. We also go beyond fixing the immediate problem: every session ends with clearly defined next steps, so you know exactly what needs to happen, who is doing it, and when.

What We Can Help With

  • Accounting and bookkeeping questions from you or your staff, including guidance on posting transactions with confidence

  • Troubleshooting problem transactions and reconciliation issues

  • QuickBooks, Xero and other accounting application questions

  • Guidance on classifications, month-end close items, and cleanup

  • A second set of expert eyes before you finalize your numbers and make big decisions

  • Answers that take all of your stakeholders into account, including your bank, your CPA, your investors, and the IRS, so your books hold up under their review

  • Interpretation of your CPA’s recommended adjustments and determining a path forward

Options

Accounting help desk support is organized into time blocks, so you pay only for what you use:

  • Per-session support billed in 15-minute increments

  • Recurring weekly or monthly time allotments for teams with ongoing questions

  • No long-term contract required to get help

If your needs grow, our help desk support service pairs naturally with our accounting support, staffing and advisory services.

How to Get Started

Contact us today to discuss your accounting needs and to schedule your first session.

Contact us to learn more about our accounting help desk services

Accounting Help Desk FAQ

  • This service is for organizations without accounting staff, as well as those with staff who want expert backup and/or supervision. For the latter, it’s a way to answer questions, verify their work, and get help with problems they can't solve on their own. It's also ideal for organizations that don't need a full-time CFO or an outsourced accounting engagement.

  • We will open a ticket, escalate it to senior staff, address the issue(s), and follow up with you until it's resolved.

  • In QuickBooks Online, click the gear icon, choose Manage Users, and select the Accountant Users tab. Enter our email address, and QuickBooks will send us an invitation that links your file to our firm. Be sure to add us as an accountant user rather than a company user; depending on your subscription, you have two or three accountant seats available at no extra cost.