Everything your books need — in one place.
Pick a single service, or let us run the entire back office. Every engagement starts with a free 30-minute discovery call.
Bookkeeping
Clean, audit-ready monthly books — categorized, reconciled, and delivered like clockwork.
- Monthly bank & credit card reconciliation
- Transaction categorization with chart-of-accounts review
- Catch-up & clean-up for messy past books
- Year-end packets ready for your CPA
- QuickBooks Online & Xero supported
Payroll & ELM Data Entry Software
Run payroll with confidence and let our proprietary data entry software shoulder the manual work.
- Full-service payroll setup & weekly/bi-weekly runs
- Direct deposit, tax filings & W-2 / 1099 preparation
- Gusto and ADP integrations
- ELM Data Entry App for receipt capture & auto-categorization
- Built by bookkeepers — not by a marketing team
Accounts Payable & Receivable
Keep cash flowing in and bills paid on time — without the spreadsheet sprawl.
- Vendor bill collection, approval workflow & scheduled payments
- Customer invoicing, statements & polite collections
- Aging reports every two weeks
- Bill.com & Ramp integrations supported
- Cashflow forecasting baked in
Financial Reporting
Reports that aren't just compliant — they're useful. We translate the numbers into decisions.
- Profit & loss, balance sheet, cashflow statement
- Monthly KPI dashboard tailored to your industry
- Year-over-year trend analysis
- Optional quarterly strategy call
- Custom reports on request
Expense Tracking
Log expenses the moment they happen — from your phone, from your inbox, or from your linked bank account.
- Snap a receipt photo — we categorize it automatically
- Live bank & credit card sync via Plaid (checking, savings, credit cards)
- Duplicate detection so you never double-count
- Client-submitted expenses land in a review queue we sign off on
- Search and export by category, vendor, or date range
Catch-Up & Cleanup Bookkeeping
One-time engagement to bring messy or neglected books current — reconciled, categorized, and CPA-ready.
- Back-book reconciliation of every bank and credit card statement
- Historical categorization aligned with your chart of accounts
- Clean handoff packet for your CPA or tax preparer
- Fixed-scope, fixed-price — no hourly meter running
- Transition seamlessly into ongoing monthly service when finished
Small Business Support
The everyday bookkeeping partner your business needs — from a single-person LLC to a 25-employee operation.
- Dedicated bookkeeper assigned to your account
- Same-business-day responses to questions in the client portal
- Quarterly check-ins to review trends and flag issues early
- Guidance on invoicing, sales tax, 1099s, and audit-readiness
- Coordination with your CPA at year-end included
