A complete finance function for your business
We keep the books, run payroll, prepare tax filings and produce financial reports for US small businesses, on QuickBooks or Xero. One team that knows your books does it all, with outsourced accounting and fractional CFO support when you need more. Monthly plans start at $100, with the exact fee fixed after a short call.
Everything your books need, in one place.
Six ongoing services and two one-off fixes. Start with what is urgent; most clients add the rest as they grow.
Accounting & Reporting
Clear financial reporting that turns your accounting data into information you can actually use.
Learn more →Bookkeeping
Accurate, reconciled books maintained every month, so you always know where your business stands.
Learn more →Payroll
Reliable payroll processing and compliance, handled alongside your accounting.
Learn more →Tax
Year-round tax support focused on compliance, planning and reducing surprises at tax time.
Learn more →Outsourced Accounting
A complete finance function for founders and firms who need an accounting team without the overhead.
Learn more →CFO Services
Forecasting, pricing, margin and cash runway: the questions your numbers should answer, from someone who reads them every month.
Learn more →QuickBooks Cleanup
Unreconciled accounts, miscategorized transactions and a balance sheet that will not balance, fixed once, with a fixed-scope quote.
Learn more →Catch-Up Bookkeeping
Months or years behind? We reconstruct it, reconcile it and hand it back tax-ready. No lectures.
Learn more →Tools we work with.
The stack we work in every day. Whatever you already use, we reconcile it into QuickBooks or Xero so your numbers all live in one place.
Bill.comDext
Bill.comDextUsing something else? We almost certainly work with it, just ask.
What you receive, every month.
No chasing and no surprises: a consistent package of reporting and support, delivered on a reliable schedule, so you always know exactly where your business stands.
Book a free callHow we’re different.
Accurate books, clear reporting and proactive support, so you always know where your business stands.
Cloud Accountants
- Cloud-based bookkeeping with real-time access
- Monthly reconciliations for accurate records
- Automated payroll with digital compliance
- Online sales tax & federal e-filing
- Cloud budgeting and cash-flow planning
- AP/AR management through digital workflows
- QuickBooks Online and Xero setup support
- Monthly meetings to review progress
A traditional setup
- Files only your bookkeeper can open
- Irregular reconciliations and manual updates
- Payroll handled separately, often by hand
- A last-minute scramble before each deadline
- No forward look at cash
- Bills and invoices chased by email
- Software set up by trial and error
- No regular reviews
Accounting built around your business.
Every business is different. Our engagements are structured around your transaction volume, accounting complexity, systems and reporting requirements. The tiers below are a starting point.
Starter
- Monthly bookkeeping and reconciliation, every month without chasing
- Bank & credit-card reconciliation
- Monthly P&L + Balance Sheet
- A 30-minute one-to-one review every month
- QuickBooks or Xero set up and kept current
- Email support, answered within one business day
Growth
- Everything in Starter, plus:
- Your business tax return prepared and filed
- Payroll for up to 5 employees
- Monthly cash flow statement
- Quarterly performance review: margins, trends, what to fix
- Accounts payable & receivable
- Reach us on a call, same business day
Scale
- Everything in Growth, plus:
- Fractional CFO: rolling 12-month cash flow forecast
- Monthly CFO session: pricing, margin, runway, hiring
- Margin by product and channel, and unit economics
- Multi-channel reconciliation: Shopify, Amazon, Stripe, PayPal
- Inventory & COGS handled properly
- Payroll up to 15 · priority same-day support
Final scope and pricing are confirmed after a short consultation and set out in your engagement letter. A one-time onboarding fee may apply for cleanup of backlogged books. Larger or more complex businesses, book a free call for a tailored proposal.
Not sure what you need? Let's talk.
Book a free call and we'll recommend the right mix of services and the right plan.