Bookkeeping
Ongoing management of your books, kept accurate and current every month.
- Ongoing transaction categorization
- Monthly reconciliation across all accounts
- Clean, tax ready books year round
- Historical catch up available if you're behind
Accounts Payable
We become the single point of contact for every vendor invoice.
- Centralized inbox for all incoming invoices
- Invoice entry and coding in QuickBooks
- Payment processing through Melio
- Reconciliation against actual payments made
- Vendor communication handled on your behalf
Accounts Receivable
We keep track of what's owed to you so nothing slips through.
- Invoice tracking and aging reports
- Payment follow up and reminders
- Reconciliation in QuickBooks
- Visibility into outstanding balances at any time
Payroll
Payroll that runs on schedule and syncs with your books.
- Integration with providers like ADP
- Payroll processing and tax submissions
- Sync directly into QuickBooks
- Year end reporting support
Monthly Reporting
Lean, useful reports instead of a 40 page PDF nobody reads.
- AP aging report
- AR aging report
- Cash position summary
- Full P&L and balance sheet available quarterly or on request
Businesses we specialize in
Starting as low as
Final pricing depends on transaction volume and complexity. No per transaction fees, no percentage cuts, no line item surprises.
Questions we hear often
Is QuickBooks or similar software included in the price?
No. Your monthly retainer covers our service, not third party software. You'll need your own subscription to an accounting platform like QuickBooks, a payments tool like Melio for AP and AR, and a payroll provider like ADP. We help you set these up and manage them, but the subscriptions themselves are billed to you directly.
Do you work with the software I already use?
In most cases, yes. Our process is built around QuickBooks, Melio, and ADP, but we can typically adapt to what you already have in place. If switching would meaningfully improve things, we'll flag it during your free consultation.
What's included in the flat monthly retainer?
Your dedicated bookkeeping team, plus all the bookkeeping, AP, AR, and payroll work outlined above, and monthly reporting. Software subscriptions for tools like QuickBooks, Melio, and payroll processing are separate costs billed by those providers.