Bookkeeping Services for Genealogists

Bookkeeping and Accounting for Genealogists

Looking for a bookkeeper and accountant for your genealogy business? We handle your books, so you can dedicate more time to uncovering family histories. Try us for free.

* No Debit/Credit Card Required
Accracy Accounting Online Remote Bookkeeping Services for Genealogists
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Accracy Accounting Fathom Certified Advisor
Accracy Accounting Karbon Certified Expert
Free 1 Month Bokkeeping Trial

New Customer Offer

We are offering free 1 Month Basic Bookkeeping to all new customers so you can experience Accracy's seemless and professional services.

* No Debit/Credit Card Required

How Accracy works with Genealogists

Looking for a bookkeeper and accountant for your genealogy business? We handle your books, so you can dedicate more time to uncovering family histories. Try us for free.

Accracy Accounting CPA CA Oversight
We get you set up

Our devoted team takes the effort to meticulously comprehend your genealogy business, respond to your inquiries, assist you in connecting your accounts, and demonstrate how Accracy simplifies your bookkeeping.

Accracy Accounting Digital Fluency
We do your bookkeeping

Each month, your dedicated bookkeeper arranges your genealogy business transactions and prepares detailed financial reports. If they require additional information or documents from you, they’ll promptly reach out.

Accracy Accounting One-on-one expert support 24/7
We deliver tax-ready financials

Each month, your dedicated bookkeeper arranges your genealogy business transactions and prepares detailed financial reports. If they require additional information or documents from you, they’ll promptly reach out.

Here’s why Genealogists like you trust Accracy with their bookkeeping and accounting

Get fast, unlimited support for Genealogists with Accracy Accounting and Bookkeeping Services

Get fast, unlimited support from our expert advisors

We will provide you with regular updates on your bookkeeping progress as a genealogist. Got urgent inquiries that require quick responses? Trust that we'll be back with a resolution in less than a business day.

Guaranteed accuracy in every detail for Genealogists with Accracy Accounting and Bookkeeping Services

Guaranteed accuracy in every detail

Our platform simplifies the process of organizing financial data inputs, preventing common errors often encountered by genealogists. We collaborate with prominent platforms like Ancestry, MyHeritage, Findmypast, and more — ensuring your financial records are always accurate and up-to-date.

Make Smart Decisions for Genealogists with Accracy Accounting and Bookkeeping Services

See where you’re spending. Make smart decisions

Wave farewell to stacks of historical records and hours spent manually tracing family ties — Accracy Accounting simplifies your process by automating input directly from linked accounts. All your valuable data is collated in one central dashboard, providing a clear view of your genealogical research. This not only aids in easily understanding the connections and lineages you're studying, but also empowers you to make calculated, strategic decisions. Trust Accracy Accounting to streamline your genealogy efforts.

Bookkeepers for Genealogists

Accracy understands the unique accounting needs of genealogists. There's a great deal of specific work-related expenses, such as subscription services, travel, research resources, and certifications, that need careful monitoring and accurate recording. Additionally, genealogists often deal with complicated project-based revenues that present unique bookkeeping challenges. With Accracy on your team, you can untangle this financial web with ease. Our intuitive software paired with real, human bookkeepers, proficient in industry-specific tax laws and common bookkeeping issues, will make your finances simple and approachable, freeing up more time for you to focus on unearthing ancestry and lineage.

Our mindful approach to accounting extends to understanding the frequent changes in laws governing data privacy and copyright issues involved in your profession. We meticulously ensure legal compliance while maximizing your tax deductions, an area that many genealogists struggle to navigate. Our expert team will review all the expenses you occurred throughout the year and help identify eligible tax deductions. At Accracy, we make tax season painless for small business owners with direct filing and audit assistance. And just like you trace ancestry lines, we track all your financial details, providing you with clear and precise insights into your business earnings and growth.

Accracy Pricing

Simple, straightforward bookkeeping pricing for everything your business needs.

Join over 1000 business owners who have streamlined their finances and have grown their businesses with Accracy.

Basic

Starting from
$300 / month
  • Dedicated Bookkeeping Experts
  • Accurate Books with Year-End Financial Records Ready for Tax Season
  • Automating Your Processes Through QuickBooks, Xero and others
  • Accrual or Cash basis accounting
  • 24/7 Support
  • Unlimited communication with your bookkeeping team
Contact Us

Catch Up Bookkeeping

$50 / Hour
  • Accurate Books with Year-End Financial Records Ready for Tax Season
  • Automating Your Processes Through QuickBooks, Xero and others
  • Accrual or Cash basis accounting
  • 24/7 Support
  • Unlimited communication with your bookkeeping team
Contact Us

Executive

Customized Pricing

Everything in Basic plan +

  • Dedicated Account Manager
  • Full-Cycle Bookkeeping
  • Sales Tax
  • Payroll
  • Accounts Payable
  • Accounts Receivables
  • Full Support Team
  • + Additional Customized Services

Schedule a Meeting

Tech Startup

$300 / month
  • Monthly Accrual Bookkeeping in QBO
  • 1 Bank Account
  • 2 RAMP Cards
  • Bi-Weekly Payroll (2 employees)
  • Approximatly 30 monthly transactions
  • Employee Expense Reimbursements
  • Multi Currency (USD & CAD)
Contact Us

Resturant

$1,200 / month
  • Monthly Accrual Bookkeeping in QBO
  • 2 Banks - 3 Credit Cards - 1 Loan Facility
  • Approximatly 250 monthly transactions
  • Monthly Sales Tax filing
  • Point of Sale Integration / Reconciliation
  • Bi-Weekly AP through Plooto
  • Receipt Posting through Dext
Contact Us

Marketing Agency

$2,600 / month
  • Monthly Accrual Bookkeeping in QBO
  • Class/Project tracking
  • Deferred Revenue Management
  • Bi-Weekly Payroll in QBO (25 employees)
  • Payroll Remittances
  • In-House Accounting email management
  • Monthly Sales Tax Reconciliation
  • 2 Bank accounts - 6 Credit Cards
  • Approximatly 200 monthly transactions
  • Multi-Currency (USD & CAD)
  • Weekly AP through Plooto
Contact Us

Frequently Asked Questions about Bookkeeping and Accounting for Genealogists

Yes, as a genealogist, there are specific tax deductions you should be aware of. Some of these could include costs related to research materials, travel expenses for genealogical research, professional memberships, home office expenses, computer and software, and advertising and promotional costs. Each country, and even states or provinces within those countries, will have specific rules, so we would recommend consulting with a Accracy bookkeeper to ensure you're deducting everything accurately.

For a genealogy business, the best type of accounting system would be cloud-based accounting software. This is due to the unique nature of genealogy businesses which often require location flexibility, involvement of various professionals from different areas, and the need for efficient data sharing. A cloud-based system provides convenient accessibility from anywhere and offers indispensable features for tracking expenses, invoices, and reporting, which can significantly simplify the bookkeeping process for a genealogy business. However, the specific choice may also depend on the size and other business needs.

Managing and tracking of travel and subscription-related expenses can be broken down into a few steps:

  1. Create a Budget: It’s critical to establish a budget for travel and subscription services. This should take into consideration average travel costs, the price of various genealogy databases, and your income.
  2. Separate Personal and Business Expenses: Make sure to keep your personal and business expenses separate. This will simplify expense tracking and make your bookkeeping more accurate.
  3. Track Spending: Every time there’s a purchase made for travel or database subscription, it should be recorded. This provides an overview of expenses and allows for easier management.
  4. Organize Receipts: Maintain a file with all the pertinent receipts pertaining to travel and database subscriptions. Digital or physical records can both be effective.
  5. Use Accounting Software: There are many software programs that can help automate the bookkeeping process. These programs also allow you to easily categorize your expenses into different sections like 'Travel' and 'Subscriptions'
  6. Hire a Professional: Consider hiring a professional bookkeeper or accountant if tracking expenses becomes too complex.

Implementing these strategies can help you keep track of your expenses and maintain your bookkeeping with ease.

We understand that when our clients turn their accounting and bookkeeping services over to us, trust is paramount. We have a team of certified professionals, use proven technologies, and hold ourselves accountable every day. Yes, you can trust us with your sensitive data and to deliver accurate, timely accounting services for your business.

Absolutely. Our team members are all certified in the leading accounting systems and can quickly get your files up to date.

Don’t worry, your financial data belongs to you. Our offboarding is pretty straightforward as we transfer account ownership to you. As a bonus, there’s no stopping you from replicating the workflows we’ve created for your in-house process – in fact, we encourage it.

Savings can vary considerably depending on your current solution, but our clients tell us that it is generally between 30% and 50%.

We do not provide year-end tax filing services as we are not a CPA firm. However, if you are looking for a year-end tax accountant, we would gladly refer you to one of our partners. Having a separate bookkeeper and year-end accountant ensures additional oversight on the accuracy of your books. Your year-end tax accountant can help you review your books during tax season.

No, we are not a CPA firm. Accracy is not a public accounting firm and does not provide services that would require a license to practice public accountancy.

No. We do not offer services which fall under the jurisdiction of these organizations. We have partner organizations who can provide those services if needed by clients. A good example of such services are tax advisory or statutory filings. We have a number of non-economic partnerships with CPA firms who can help our clients with these services if needed.

Every account is set up with a Client Success Lead who will be your day-to-day contact. They’ll liaise with the rest of the team members on your account which may include an accounting manager, bookkeeper, payroll specialist, and payables specialist.

Accracy can support a wide range of companies, from small businesses and startups to large public corporations. Our services are tailored to meet the unique accounting and bookkeeping needs of businesses across various industries.

At Accracy, we operate as a fully remote team, delivering our bookkeeping and accounting services online. We have the necessary tools and systems in place to work efficiently and securely from our remote locations. We will coordinate and collaborate with your onsite team to ensure smooth communication and workflow integration.

Accracy Accounting Frequently Asked Questions (faq)

Our Services

Your Needs, Our Solutions: Total Coverage Guaranteed

Stress-Free Bookkeeping and Back Office Accounting Solutions for Your Business.

Outsource Bookkeeping

Precise Financial Organization

Embark on a transformative journey towards financial clarity with our comprehensive organizational services. Beyond mere bookkeeping, we delve deep into the intricacies of your financial records. Every transaction is meticulously documented, categorized, and structured to provide not just accuracy but a foundation for strategic financial understanding.

Bookkeeping

Payroll Compliance

On time and accurate payroll

Our payroll services offer comprehensive solutions for managing employee compensation in both Canada and the US. We handle everything from accurate payroll processing and tax calculations to compliance with local regulations and benefits administration. Our services ensure timely and precise payroll delivery, streamlined tax reporting, and up-to-date compliance with ever-changing laws.

Payroll Processing

Sales Tax Compliance

Expert Sales Tax Reporting

We offer comprehensive sales tax services, including reporting, compliance, and filing, for both the United States and Canada. Our expertise ensures that your business adheres to all relevant tax regulations, streamlines your tax processes, and mitigates the risk of errors and penalties. Whether you operate in one region or across both countries, our team is equipped to manage your sales tax.

Sales Tax Filing

Financial Reporting

Actionable Financial Insights

Beyond mere numbers, our reporting services are a gateway to actionable insights. We go beyond presenting data; we interpret, analyze, and deliver reports that serve as strategic roadmaps for your business. Timely, clear, and comprehensive, our insights empower you to make informed decisions, identify opportunities, and navigate challenges with confidence.

Financial Reporting

Accounts Payable & Receivable

Efficient Accounts Management

Efficiency is the cornerstone of our accounts management services. Whether handling payables or receivables, we streamline your financial transactions to optimize cash flow. Our focus is on creating a robust system that not only meets compliance standards but also ensures that your financial operations are a well-oiled machine, contributing to the overall health of your business.

Catch-Up Bookkeeping

Timely Financial Updates

Don’t let backlog hinder your progress. Our catch-up services are designed to bring your financial records up to speed. We meticulously address any gaps, ensuring that your records are not just current but also compliant. Stay on top of your financial game with timely updates that provide a comprehensive view of your financial landscape.

Catch-Up Bookkeeping

Fractional Controllership

Strategic Financial Guidance

Experience the benefits of seasoned financial leadership without the full-time commitment. Our fractional controllership services bring in experts to guide your financial strategies. Beyond mere oversight, our professionals actively contribute to optimizing your business performance. Benefit from strategic insights, financial planning, and a level of guidance that propels your business towards sustainable success.

Fractional Controllership

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