Services

Everything your back office needs.

We offer a full suite of bookkeeping and back-office services. Most clients start with monthly bookkeeping and add as they grow.

01

Monthly Bookkeeping

The foundation.

Clean books, every month. We connect to your bank accounts and credit cards, categorize every transaction, reconcile your accounts, and deliver a tidy close with real numbers you can trust.

Bank & credit card reconciliation
Transaction categorization
Monthly close package
Questions answered within 1 business day
02

Payroll Processing

Your team gets paid. On time.

We handle payroll runs, tax filings, direct deposits, and year-end W-2s. You approve, we execute.

Weekly, bi-weekly, or semi-monthly runs
Federal, state, and local tax filings
Direct deposit management
Year-end W-2/W-3 filing
03

Accounts Payable

Vendors paid. Relationships intact.

We track incoming invoices, manage approvals, and pay vendors on your schedule. No more lost invoices, no more late fees.

Invoice capture & coding
Approval workflow
Check or ACH payments
Vendor communication
04

Financial Reporting

Know your numbers.

Monthly P&L, balance sheet, and cash flow statements. Formatted for humans, not accountants. Custom dashboards are available if you want to go deeper.

Profit & loss statement
Balance sheet
Cash flow statement
Custom KPI dashboards (add-on)
05

Catch-Up Bookkeeping

We've seen worse.

Months behind? Years? We reconstruct your books from whatever you have. Bank statements, exports, spreadsheets. We've done it all.

Historical transaction entry
Bank reconciliation catch-up
Tax-ready financials
Transition to monthly service
06

1099 Filing

Contractor season, handled.

We track contractor payments throughout the year and file accurate 1099s in January. No scramble, no stress.

Contractor payment tracking
W-9 collection support
IRS 1099-NEC e-filing
Recipient copies

Not sure what you need?

We’ll figure it out together on a free call.

Schedule a free call