How it works
Describe your need once. Compare firms clearly.
FinRoster is being built to help you choose between independent bookkeeping firms — not a directory, and not an accounting firm.
1. Review your need
You tell us you're a business looking for help, what you need (monthly, catch-up, both, setup or not sure), your software, timing, budget and a little about the business. “Not sure” is always allowed. No documents, SSNs or bank logins.
2. Check suitable firms
A firm must offer the work, serve your state and have room for new clients. Then we look at industry experience, software, workload fit and how they price. Unusual cases get a person's judgement.
3. Compare introductions
Up to three firms, each with the reasons it could fit and its trade-offs, laid out on the same dimensions. If nobody fits, we say so.
4. Speak with the firm
Only with your consent. The firm scopes the work and quotes directly — FinRoster doesn't set their price or do the bookkeeping.
5. Tell us if the fit was wrong
With your permission we'd ask how it went. A poor fit is feedback that changes future matches.
What you'd compare
| What to compare | Firm A · Kettle Ledger (fictional)Project cleanup, then a fixed monthly package | Firm B · Brightside Books (fictional)Hourly catch-up with a written estimate; monthly optional | Firm C · Northgate Accounts (fictional)Monthly retainer that includes a limited catch-up |
|---|---|---|---|
| Service scope | Catch-up project, then monthly reconciliation and reports | Catch-up focus; monthly offered separately | Monthly books; up to a set number of catch-up months included |
| Not included | Payroll and tax filing not included | Sales-tax filing referred to a partner | Extra catch-up months quoted separately |
| Industry experience | Mostly restaurants and cafés | Retail and hospitality mix | General small business; restaurant experience to confirm |
| Software | Sets up QuickBooks Online; imports POS summaries | QuickBooks Online or Xero | QuickBooks Online only |
| Workload / size fit | Built for small, single-location businesses | Comfortable with seasonal volume swings | Small and mid-size businesses |
| Pricing approach | Cleanup quoted after a file review; monthly fee set by volume | Hourly with an estimate and cap agreed upfront | Monthly retainer; scope confirmed in writing |
| Onboarding availability | Start date to be confirmed with the firm | Start date to be confirmed with the firm | Start date to be confirmed with the firm |
| Who you work with | One named bookkeeper, email and scheduled calls | Small shared team via a client portal | Dedicated bookkeeper plus a reviewing CPA |
| Why it could fit |
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| Trade-off | No payroll — you'd keep a separate payroll provider. | Final cost depends on hours — agree a cap before starting. | Restaurant experience unconfirmed; QuickBooks Online only. |
Good fit Partial / limit Unknown — confirm directlyNo ratings or reviews shown — none exist.
What we won't do
- Promise three responses, a response time or a free re-match
- Claim a firm is verified without evidence
- Do your bookkeeping or give accounting, tax, lending or insurance advice
- Ask for sensitive documents in the first request
Tell us what your books need.
A few short questions about your business and the help you want. See how FinRoster would help you compare independent bookkeeping firms.