Services

Everything a small business needs off its plate.

Pick a single service or hand over your entire back office. Pricing is flat-rate, monthly, and scoped to your business in the free consult.


01 · Bookkeeping & Reporting

Bookkeeping & Reporting

Clean books, kept current. Monthly P&L and balance sheets, full transaction categorization in QuickBooks, and a direct line to your accountant when it's time to file.

01Bookkeeping via QuickBooksMonthly
02Monthly expense trackingMonthly
03Financial reports — P&L and balance sheetMonthly
04Coordination with your accountantAs needed

02 · Tax & Compliance

Tax & Compliance

The filings nobody wants to remember. Sales tax on the right cadence for your state, business registrations for new entities, annual reports filed before they're late, and year-end 1099s and W-2s sent on time.

05Sales tax filingMonthly / Quarterly
06New business registration filingsOne-time
07Annual report filingsAnnual
081099 preparationAnnual
09W-2 preparationAnnual

03 · Accounts Payable / Receivable

Accounts Payable & Receivable

Money in, money out — handled. Vendor bills paid on schedule, customer invoices sent and tracked, and clean records on both sides.

10Bill payment managementOngoing
11Invoice creation and deliveryOngoing

04 · Client Service

Client Service

If you need it, we probably do it. We track whatever extra pieces of your back office you want handled — and the line is always open for a question.

12Ongoing communication and supportOngoing
13Custom service trackingAs needed

Ready to get your time back?

Tell us a little about your business and we'll set up a free consult.

Schedule a free consult