Get your business started on the right foot with a professional setup of your accounting software. Includes industry-specific chart of accounts and basic training.

We enter customer invoices, collect W-9 forms from vendors when needed, and provide basic follow-up reminders to help you stay on top of receivables.

We handle bill entry and payment scheduling. Vendor invoicing remains your responsibility. We make sure you’re organized and never miss a due date.

Need more than the standard reports? This add-on includes custom monthly or quarterly reports tailored to the data that matters most to you.

Basic payroll setup and processing through platforms like Gusto or QBO. Ideal for businesses with up to 5 employees.

Preparation and electronic filing of 1099s and 1096s for contractors. Includes compliance check and submission to the IRS.

For businesses that need priority processing, we offer front-of-the-line placement for monthly processing each month.

Book a 45-minute Zoom call to review reports, ask questions, and get insights into your business numbers.

Easily collect and match receipts to transactions using your client portal. Uploads are stored securely and connected to the correct expenses—making your records audit-ready and stress-free.