Frequently Asked Questions

Hashbooks is an online bookkeeping service. Work can include monthly bookkeeping, bank and credit-card reconciliation, AR/AP, payroll bookkeeping, reporting, inventory and asset schedules, cleanup, and organized handoffs to the client's accountant or tax professional.

Hashbooks supports small businesses, startups, ecommerce and inventory businesses, construction and trades, trucking and logistics, professional and financial services businesses, healthcare practices, real estate operations, nonprofits, and CPA or accounting firms that need bookkeeping capacity.

Records are handled through secure cloud workflows, scheduled communication, and platform-appropriate access such as accountant invitations, delegated roles, or read-only connections. The agreed scope defines the accounts, systems, deliverables, responsibilities, and review points.

Submit a bookkeeping assessment with your transaction volume, number of bank and credit-card accounts, software, current book condition, payroll, inventory, and required deliverables. Hashbooks reviews the information and requests anything missing before services and timing are proposed.

Services include monthly bookkeeping, bank and credit-card reconciliation, AR/AP records, software setup and cleanup, payroll bookkeeping, financial reporting, accountant-ready handoffs, inventory reconciliation, fixed-asset registers, and depreciation or amortization schedules based on approved policies.

No. Hashbooks maintains and organizes the books for your CPA, accountant, or tax professional. Hashbooks does not prepare or file tax returns, determine tax liability, provide tax or legal advice, perform audits, or represent clients before tax authorities.

Yes. Support can include monthly bookkeeping, cleanup, reconciliations, payroll-ledger work, inventory and asset schedules, issue logs, and organized workpapers. The CPA firm retains tax, assurance, advisory, accounting-policy, and professional-review responsibilities.

Yes. The engagement scope can focus on monthly bookkeeping or add selected work such as cleanup, AR/AP, payroll reconciliation, inventory, assets, reporting, or accountant-ready records.

Software experience includes QuickBooks Online, Xero, Wave, FreshBooks, Odoo, ADP, Gusto, BILL, Finale Inventory, Zoho Books, Sage, and NetSuite. QuickBooks Online and Xero credentials are displayed on the About page; other names describe experience, not vendor partnership or certification.

Hashbooks reviews transaction volume, bank and credit-card accounts, entities, currencies, payment processors, software, record condition, latest reconciled period, payroll, inventory, fixed assets, cleanup needs, requested reports, and the desired accountant handoff date.

Two businesses using the same software may have very different account volume, missing records, integrations, payroll, inventory, and reporting requirements. A scope review helps define realistic deliverables, responsibilities, information dependencies, and timing.

Submitting a form or scheduling a consultation does not create an engagement. Work begins only after the scope, access method, responsibilities, delivery calendar, and engagement terms are agreed.

Accountant invitations, delegated roles, or read-only connections are preferred where supported. Do not send bank passwords or one-time authentication codes by email or through website forms. Access is agreed for each platform and limited to the bookkeeping scope.

Hashbooks keeps a clear point of accountability for client access. Any additional specialist or service-provider access needed for an engagement must be disclosed and agreed with the client.

Read the Security & Data Handling and Privacy Policy pages. Backup, retention, and recovery capabilities also depend on the accounting, payroll, inventory, storage, and banking platforms selected by the client.