Subscription-Based Online Bookkeeping, Payroll, and Tax Filing for Small Businesses

Start with a free consultation and get a fixed-fee back office that keeps your books accurate, payroll on time, and taxes filed correctly.

About Our Firm

We deliver subscription-based bookkeeping, payroll, and tax filing for small businesses, combining automation with expert oversight to keep finances accurate, compliant, and decision-ready.

How Our Subscription Model Works

Understand what is included, how billing operates, and how your plan adjusts as your business grows.

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Online Bookkeeping Essentials

Reliable, cloud-based bookkeeping that closes monthly and produces decision-ready financials.

Daily Transaction Reconciliation

We connect secure bank feeds and match transactions daily, categorize accurately, and flag anomalies immediately. Supporting documents are attached to entries, enabling audit trails, faster closes, and confident reporting that reflects real cash movements and obligations without guesswork.

Accrual vs. Cash Basis Reporting

We maintain books on cash or accrual, as required by your tax position, lender covenants, or management needs. Cutoff procedures, deferrals, and revenue recognition policies are documented, so statements remain consistent, comparable, and decision-useful across periods and reviewers.

Expense Management & Receipt Capture

Employees submit receipts through mobile apps or email, tagged to vendors, classes, and projects. We enforce approval workflows, duplicate detection, and policy thresholds, improving cost control, tax substantiation, and reimbursement speed while building a searchable archive for every purchase.

Payroll Processing

Accurate, compliant payroll handled end to end, from onboarding to timely filings.

Employee Onboarding & Setup

Automated Runs & Direct Deposit

Payroll Tax Compliance & Filings

Sales Tax & Income Tax Filing

Proactive planning, timely filings, and clear documentation for sales tax and income tax.

We project taxable income using year-to-date results and forecasted adjustments, then compute safe-harbor payments. Vouchers and payment instructions are delivered early, preventing cash flow surprises and underpayment penalties while aligning expectations with the actual performance of your business.
We prepare federal and state business returns, reconciled to your finalized books and supporting schedules. Elections, depreciation, and credits are reviewed for eligibility, and we explain positions clearly, supplying organized workpapers that make future audits or lender reviews straightforward.
We track nexus thresholds across states, considering transaction counts, revenue, and marketplace facilitator rules. When registration is required, we handle setup, filing calendars, and remittances, ensuring compliance while minimizing administrative overhead and avoiding penalties or costly remediation projects later.

Integrations & Data Connections

Connect banks, apps, and platforms for clean, automated data flows.

Bank Feeds & Credit Cards

We connect bank and card accounts using secure tokens, refresh feeds automatically, and reconcile statements monthly. Exceptions are investigated quickly, supported by communications with financial institutions, ensuring a clean ledger and confidence in balances before reports leave the accounting system.

Ecommerce & POS Platforms

We integrate storefronts and point-of-sale systems to capture orders, refunds, fees, and taxes accurately. Payout reconciliations consider settlements, chargebacks, and timing differences, producing reliable revenue and cost of goods reporting that matches deposits and merchant statements precisely.

Time Tracking & HR Systems

Timesheets, leave balances, and benefits deductions sync to payroll, reducing manual entry and errors. We align earning codes, job costing, and approvals, enabling accurate labor capitalization, project profitability analysis, and compliant overtime calculations that withstand audits and stakeholder questions confidently.

Security, Privacy, and Compliance

Your financial data is protected with rigorous controls, encryption, and audit-ready processes.

Data Encryption & Access Controls

All data is encrypted at rest and in transit, with role-based permissions limiting access by function and need. Multi-factor authentication, audit logs, and least-privilege policies reduce risk, while regular reviews remove stale accounts and strengthen overall security posture continually.

SOC 2 and GDPR Readiness

We operate with controls aligned to recognized frameworks, documenting processes, risks, and mitigations thoroughly. Data retention, breach response, and vendor management are formalized, supporting due diligence requests and helping your organization satisfy contractual, regulatory, and customer security expectations consistently.

Disaster Recovery & Backups

Backups are encrypted, versioned, and tested regularly, with recovery time and recovery point objectives defined. We maintain redundant systems and documented runbooks, enabling fast restoration during outages and protecting continuity of payroll, bookkeeping, and filing deadlines under stress.

Financial Reporting & KPIs

Clear reports and forward-looking metrics that help you steer the business with confidence.

Monthly Close & Management Reports

We complete reconciliations, accruals, and review entries against budgets, then deliver an executive package with financial statements, variance analysis, KPIs, and commentary. Actionable insights highlight risks, opportunities, and priorities for the next month, quarter, and fiscal year.

Cash Flow Forecasting

We project inflows and outflows using billing schedules, pipeline probabilities, vendor terms, and payroll cadence. Scenario modeling clarifies runway, funding needs, and hiring plans, helping owners make confident decisions about investments, pricing, and reserves before cash constraints appear.

Custom KPI Dashboards

We build dashboards with metrics that matter to you, such as gross margin, average order value, churn, and utilization. Data refreshes automatically, and definitions are documented, ensuring consistency across teams and faster meetings focused on actions, not spreadsheet debates.

Onboarding & Free Consultation

Start with a discovery call, then a guided onboarding that sets accurate foundations.

Discovery Call & Needs Assessment

Your free consultation explores goals, systems, deadlines, and pain points. We review sample statements, ask clarifying questions, and map required outcomes, producing a recommended plan, timeline, and pricing so expectations are aligned before engagement and onboarding begin.

Data Migration & Cleanup

We extract data from prior systems, cleanse vendor lists, chart of accounts, and opening balances, and resolve unreconciled transactions. Historical corrections are documented, preserving audit trails and enabling accurate comparisons, lender reviews, and tax filings based on clean, reliable records.

Implementation Timeline & Milestones

We define milestones for integrations, reconciliations, payroll setup, and first close, assigning owners and dates. Progress is tracked in shared tools, with status updates, blockers, and adjusted targets communicated promptly, so everyone sees momentum and understands next steps clearly.

Industry-Specific Workflows

Tailored processes for your niche to reflect real operational drivers in the books.

Professional Services Firms

We capture billable time, unbilled work in progress, retainers, and fixed-fee projects accurately. Utilization and realization reports inform staffing decisions, while revenue recognition policies reflect engagement terms, ensuring reliable margins, timely invoicing, and predictable collections across clients.

Ecommerce and Subscription Businesses

We handle platform fees, chargebacks, deferred revenue, and gift cards properly, aligning payouts to orders across marketplaces. Cohort analysis, churn tracking, and promotion attribution clarify profitability, enabling pricing experiments and inventory planning backed by accurate, timely financial data.

Restaurants and Hospitality

We account for tips, tip credits, menu engineering, and perishable inventory, aligning labor costs to service hours. Sales tax, delivery platform deposits, and shrinkage are monitored, producing daily flash reports that help managers react quickly to margin and staffing changes.

Support, SLAs, and Communication

Meet your team, know response times, and collaborate in shared, searchable channels.

Dedicated Bookkeeper & Tax Pro

You are assigned a consistent team that learns your operations, maintains context, and documents decisions. This continuity reduces onboarding fatigue, improves accuracy, and ensures faster responses because your specialists already understand workflows, priorities, seasonal patterns, and stakeholder expectations.

Response Times & Escalations

Our service levels define response targets for questions, delivery dates for reports, and escalation paths for urgent issues. You know who to contact, how to prioritize requests, and what to expect when needs change or circumstances become time sensitive.

Shared Channels & Documentation

We collaborate in shared channels with searchable threads, organized folders, and versioned checklists. This keeps decisions visible, accelerates onboarding for new stakeholders, and provides continuity during vacations or turnover, reducing risk and saving time during audits or reviews.

Our Services

Select focused services or bundle them into a streamlined subscription tailored to your operations.

Monthly Bookkeeping Subscription

Weekly reconciliations, a documented monthly close, and an executive reporting package with KPIs, cash insights, and action items. Includes receipt capture workflows, bank feed monitoring, and priority support during close and lender requests.

9/month

Full-Service Payroll Processing

End-to-end payroll including onboarding, automated runs, direct deposit, year-end forms, and multi-state tax filings. Integrates with time tracking and HR systems, reducing errors and administration while maintaining compliance and employee satisfaction.

/month base + /employee

Annual Business Tax Filing

Preparation and filing of federal and state business returns, reconciled to your books with organized workpapers. Includes tax position review, credits evaluation, and e-filing support for a smooth, timely submission.

0 one-time

Audit Support & Notices

Be ready for questions from agencies or lenders with complete records and experienced guidance.

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Starter, Growth, and Scale Tiers

Each tier defines transaction limits, reporting depth, and support levels appropriate for size and complexity. As your needs evolve, we recommend transitions, clarify deliverables, and ensure continuity so financial operations remain predictable while your company scales acquisition, hiring, and product development.

Add-On Projects and One-Time Work

Beyond the subscription, we offer cleanup, catch-up bookkeeping, system implementations, and controller projects. Clear scopes, timelines, and fixed fees reduce uncertainty, while acceptance criteria and post-project reviews ensure outcomes meet expectations and handoffs into ongoing operations are smooth.

Annual Prepay Discounts

Prepaying annually locks in pricing, reduces administrative overhead, and offers savings compared to monthly billing. We still conduct regular reviews, scope adjustments, and renewals, ensuring value remains aligned with activity, complexity, and the results your leadership expects each quarter.