Service
Accounting
By taking on your day-to-day accounting, we make sure financial activity is recorded fully and reported quickly. We help clients tighten their processes against three measures: productivity and efficiency, compliance with regulations, and transparent operations you can show a lender or investor.
- Included in all monthly tiers
What's included
- Monthly transaction categorization and bookkeeping
- Monthly bank and account reconciliation
- Profit & Loss, Balance Sheet, and Cash Flow reporting
- 1099/W-9 management
- Year-end tax prep summary for your CPA
- Dedicated accounting specialist as your business grows
Included in all monthly tiers
Other services
Payroll
Pay cycles run on time, deductions handled, and payroll taxes filed — so you can focus on your team.
Sales Tax
State and local sales tax calculated, reported, and filed on schedule, in every jurisdiction you owe.
CFO Advisory
Cash flow forecasting, budgeting, and strategic guidance when the decisions get bigger.