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Professionals

Which kind of help do you actually need?

The titles are used loosely and the price differences are large. Here is a straight description of what each role does, so you can ask for the right thing.

  • No sales framing
  • Written for owners
  • Varetiq does not assign professionals
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VaretiqRole Comparison
RoleTypically doesUsually notWhen you need one
Verified Bookkeeping ProfessionalRecords transactions, reconciles, prepares for reviewTax filing, opinions, attest workMonthly volume you cannot keep up with
CPALicensed opinions, tax, attestDaily bookkeepingLender, audit, or complex tax
Fractional CFOForecasting, strategy, capitalData entryGrowth, raise, or major decision
Payroll SpecialistRuns, filings, registrationsGeneral ledgerMulti-state or growing headcount

Roles overlap in practice. Ask candidates directly what they will and will not do.

Role Comparison interface preview with demonstration data.
Professional types
4

Described without jargon.

Guidance
Neutral

Varetiq does not take a referral fee position here.

The decision
Yours

You choose and engage directly.

Access afterwards
Scoped

Invite them with defined rights.

Questions to ask

A short list that saves months

Before engaging anyone, get direct answers on scope, timing, and what happens when something is wrong. Vagueness at this stage tends to persist.

In practice

  • What exactly is in scope each month?
  • Who fixes an error, and at whose cost?
  • What is the turnaround for a question?
  • What do you need from me, and when?

This page is general information, not tax, legal, or financial advice. Varetiq does not vouch for, supervise, or guarantee the work of any professional you engage.

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See how scoped accountant access works before you engage a firm.

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