What's our onboarding like? We aim for a smooth start anytime you're ready. Typically, it takes around 3 days. Once you sign up, we'll send you a checklist for the things we need: POS, Payroll, Banking, Credit Card info, and your IRS FEIN Letter. We set up your Quickbooks Online, and you're good to go!

Tired of paperwork and checks? Say goodbye to that. Snap pics of invoices, and we'll handle the rest, from tracking costs to timely vendor payments.

This is where we shine. Our weekly snapshot and summary P&L was built for busy operators who want to see how business is going at a high level. In addition to our custom reports, you'll receive standard financial reports: Balance Sheet, Cash Flow Statement, and a monthly Profit & Loss. Your dedicated bookkeeper will walk you through and highlight key insights.

Need help or have questions? You're covered with 1-1 support via phone, email, and video calls from your personal bookkeeper. They're your go-to for anything about your accounts and reports. Shoot them an email, and they'll reply within a business day or sooner. Plus, you can even set up face-to-face (or virtual) meetings with our CFOs if you need extra expertise, like forecast reporting or budget planning.

Wondering about our software compatibility? We're flexible! We can integrate with most cloud-based Point of Sale and payroll systems. If you're using these, chances are we can easily sync our services with your business.

Worried about commitment? No worries! You can switch or leave anytime with just one month's notice. We'll help you transition to your new accountant hassle-free.

Our

View our pricing here.

Yes, we can code your invoices to track expense categories. This will help you to better understand your spending and identify areas where you can save money. We can also use this information to generate reports that will help you analyze your expenses

Yes, we can process payments for all of your approved invoices. We can save you time and hassle by handling this task for you. We can also help you to negotiate the best possible payment terms with your vendors.

Yes. We can help you to set up and manage your payroll system, process payroll payments, and generate payroll reports.

Item deYes, we can provide support with inventory management. We can help you to track your inventory levels, reorder inventory when necessary, and generate inventory reports. We can also help you to develop and implement inventory control proceduresscription

Yes, we can prepare financial statements for your CPA. This will include a balance sheet, income statement, and cash flow statement. We can also provide you with a financial analysis that will help you to understand your financial performance and make informed business decisions.