Your Bookkeeper should certainly have access to all the information that is needed for an accurate calculation of your legal ERTC claim. They will have your financial reports, payroll registers, and PPP loan forgiveness documents.
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The Million Dollar Question is . . . Do They Have The Time?

*Do they have the time to dig into the text of American Rescue Plan Act of 2021
*And its accompanying referenced laws like: CARES Act, Families First Act, Payroll & Healthcare Enhancement Act, PPP Payroll Flexibility Act and the Consolidated Appropriations Act.
*Time to read the IRS Interpretations and FAQ’s? And cross-reference those definitions with that of PPP which was separately defined and dissimilarly interpreted in the Small Business Administration’s Bulletins and IFRs?
*Do they have the time to ensure accuracy in eligibility determination, maximize your computation and create the supporting documentation you’ll need to support an IRS audit of employer taxes?
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So far, we have not found a bookkeeper who is able to take all this on, while handling the day-to-day of bookkeeping.
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If yours can, then take them up on their offer. We’re happy to take a second look.