Pickee® has invested heavily in the research and use of the latest cloud-based technology, and specialize in supporting CPAs in the custom selection, integration and migration of systems for optimum performance and efficiency.

The CPAs support any variety of accounting systems such as QuickBooks, Xero or Wave that make the most sense for your business, along with dozens of cloud-based business plug-in modules for ecommerce, billing, time tracking, invoicing, payroll, CRM, marketing, inventory management, property management and more…

There are a few software platforms that are not supported because they are not designed for businesses like Mint. Many entrepreneurs use their merchant platform as an accounting system. Due to specific procedures performed to ensure accuracy of your data, the CPAs will always use a professional accounting software which is integrated with your chosen merchant.

If you are ready to leverage technology in your business and want more freedom from paper, manual billing, invoicing, banking and save countless hours each year on unnecessary bookkeeping, ask your CPA for recommendations to streamline your business.

Ultimately, the primary focus is to ensure that you have the services you need completed in a timely and accurate manner within your budget. The main concern people have when using a CPA to perform bookkeeping services is the price.

In most cases, the prices are comparable to what you would expect to pay a bookkeeper even if a CPA is performing them.

After years of cleaning up the mess of incompetent bookkeepers, we found that it cost more to fix the error of someone who wasn’t technically trained than to do it right the first time.

We have established a minimum standard of technical ability that requires all of the accountants to be technically trained. Currently all matches are with CPAs, but some may have unlicensed professionals on their team. The services are either completed by or reviewed by a CPA depending on the CPA and scope of work.

On the free consultation form, we ask you a series of questions that will enable us to narrow the possible best matches to a handful of pre-screened CPAs in our network.

This is important to ensure that we take into consideration your preference and budget. After that we, use our own proven methods to weigh additional variables such as industry, type of service, CPA availability and more to narrow the pool to the best match.

You will be matched with one solo-practitioner or small firm owner depending on your needs so you don’t have to waste time interviewing multiple candidates. Because we have already pre-screened everyone extensively, you can be sure that anyone that you are matched to is highly qualified.