FAQ

We handle bookkeeping, accounting, tax preparation, and payroll for US businesses — using AI-assisted workflows reviewed by qualified accounting professionals. Think of us as your outsourced finance team: available, accurate, and more affordable than hiring in-house.

Three main differences: we use AI to process your data faster and more consistently; our team has multi-software expertise across all major US accounting platforms; and our cost is typically lower than an equivalent in-house resource or local CPA firm — with the option to save further through an annual contract.

Software does the data storage. We do the accounting. QuickBooks and Xero are tools — they require a qualified person to ensure transactions are categorized correctly, reconciliations are done, reports are accurate, and filings are right. That is what Collar Assist provides.

Yes. Our team members hold accounting qualifications and have experience in US accounting standards. Every output is reviewed by a professional before it is delivered to you.

Most clients are fully onboarded within 5–7 business days. We request access to your accounting software, review your existing setup, and establish workflows. We sign an NDA before any data is shared.

No. We work in your existing software — QuickBooks, Xero, NetSuite, Sage, MYOB, Wave, or whichever platform you use. See our full software list on the Tools page.

Yes. Many clients begin with monthly bookkeeping only, then add tax support or payroll as they become comfortable with the team and process.

Pricing depends on the scope of work, transaction volume, complexity, and entity structure. Because every business is different, we provide a tailored, no-obligation quote rather than a fixed rate card. Get started on our pricing page.

Monthly engagements are available with no long-term lock-in. For businesses seeking the best value, our annual contracts offer up to 25% savings.

Clients who commit to a 12-month engagement receive up to 25% off standard pricing, applied across the contract term. The exact discount depends on scope and is confirmed as part of your proposal.

Yes — many clients start with a one-off project and move to a dedicated FTE arrangement once they see the quality of work.

No setup fees. Onboarding is included.

All engagements are covered by a signed NDA before any data is accessed. We use encrypted file transfer and secure systems only. Client data is never stored on personal devices or shared with third parties.

Our team operates from our India HQ in Noida. All data is handled on secure, company-managed systems. We comply with US data handling requirements.

Yes. You maintain full control of your accounting software access and can revoke permissions at any time.

We use AI-assisted features within accounting platforms (QuickBooks AI, Xero), document extraction tools (Dext, ReceiptBank), and workflow automation tools. Every AI output is reviewed by a professional before it affects your books.

AI can make categorization errors, that is exactly why every AI output is reviewed by a professional before it is finalized. The human review layer is non-negotiable in our process.

No. AI handles repetitive, high-volume mechanical tasks. Our professionals handle review, judgment, exceptions, compliance, and all client-facing work. AI makes them more efficient, it does not replace them.