Services
Everything behind the counter, done right.
Six clearly scoped services for owner-run businesses. Each one has a checklist, a deadline and a person responsible.
Service 01
Monthly bookkeeping
Transactions categorized, accounts reconciled and a clean P&L in your inbox by the 10th of every month.
- Bank and credit card reconciliation
- Transaction categorization with notes
- Monthly profit & loss and balance sheet
- Receipt matching via app or email
- Sales tax tracking reports for your filer
Service 02
Bills & invoicing
We send invoices, chase late payers politely and line up your bills so nothing is paid twice or late.
- Invoice creation and scheduled sending
- Friendly 7/14/30-day payment reminders
- Bill entry and approval workflow
- Vendor and 1099 contractor records
- Weekly receivables summary
Service 03
Payroll coordination
Hours collected, payroll entered in Gusto or QuickBooks Payroll, and reports filed away for your accountant.
- Timesheet collection and review
- Payroll entry in Gusto or QuickBooks Payroll
- New-hire paperwork checklist
- Payroll journal entries in your books
- Quarterly report hand-off to your CPA
Service 04
Virtual admin
Inbox triage, scheduling, vendor follow-ups and the paperwork that eats your evenings.
- Shared inbox triage and drafted replies
- Calendar and appointment scheduling
- Vendor follow-ups and quote requests
- Document filing in Google Drive or OneDrive
- Simple data entry and CRM updates
Service 05
Catch-up & cleanup
Months behind? We rebuild your records so you can face tax season without dread.
- Review of prior-period errors
- Reconstruct missing months from statements
- Clear out duplicate and uncategorized entries
- Opening balance corrections
- Written summary of every fix made
Service 06
Owner reports
A one-page dashboard: cash on hand, what came in, what went out and what is coming next.
- One-page monthly owner dashboard
- 13-week cash outlook
- Expense trend and vendor spend
- Quarterly 30-minute review call
- Budget vs. actual (Growth plan)