Our Vetting Process
How we find your bookkeeper
Most staffing agencies screen resumes. We run practical accounting simulations. Here's every step between your discovery call and a candidate you'd actually trust with your books.
Most staffing agencies screen resumes. We run practical accounting simulations. Here's every step between your discovery call and a candidate you'd actually trust with your books.
We start with a 30-minute call with you. We go through your tools (QuickBooks? Xero? Shopify? Stripe?), your volume, your hours, and what's gone wrong with past bookkeepers. From that, we build a candidate scorecard: a checklist of exactly what your hire needs to be able to do on day one.
We reach out to bookkeepers in Argentina, Mexico, and Colombia who match your scorecard. We're looking at real experience with the tools you use, not keyword matches on a resume.
Every candidate goes through a structured interview with the same questions and the same scoring rubric. We assess accounting knowledge, communication, and professionalism. No gut feelings, no "culture fit" handwaving.
We assess spoken and written English in a live conversation, not a standardized test. Can they explain a reconciliation discrepancy over Slack? Can they get on a call with your CPA and hold their own? That's the bar.
This is where most candidates wash out, and where the ones who pass prove they're real. Every finalist completes hands-on simulations in the tools you actually use.
Match transactions across e-commerce, payment processing, and accounting.
Psst, we built our own QBO screener: qbo.crossledger.net
Simulated async communication. Can they ask the right questions and flag issues clearly?
Standard bank rec in QBO with intentional discrepancies to identify and resolve.
Record a full month's transactions and produce a clean close with accruals and adjustments.
Organize documents, flag missing items, and prepare the file for a CPA.
Explain accounting concepts in plain English on video. If they can't explain it clearly, they don't know it well enough.
We hand them a P&L with embedded issues: miscategorized expenses, unusual variances, missing entries. They need to find them and explain what's wrong.
Every candidate we present to you comes with a short video introduction. They introduce themselves in English, walk through their experience, and explain a basic accounting concept on camera. You can rule someone out in two minutes instead of two interviews.