Beyond monthly bookkeeping

Catch-up work, payroll support, payables and receivables, and senior accounting help for growing companies. Add what you need to your plan, or engage us for a single project.

Cleanup and catch-up

Behind on your books, or not sure they are right? We review what you have, give you a fixed quote, and bring every account current and reconciled.

Fixed quote after review. From $100.

  • Review of your existing books and records
  • Categorization of past transactions and correction of errors
  • Reconciliation of every bank, card and loan account for the catch-up period
  • Financial statements for each month brought current
  • A clean starting point for monthly bookkeeping

Payroll support

We prepare and check each payroll run in the payroll platform you already use, so your employees are paid correctly and your books match.

$75 a month. Larger payrolls are quoted.

  • Payroll inputs prepared from your approved hours and changes
  • Up to 5 employees, 2 regular runs a month and 1 state
  • Payroll journal entries recorded and reconciled in your books
  • You approve every run before it is processed

Payables and receivables

Your plan includes monthly aging reviews. These add-ons take more of the day-to-day work off your plate.

From $50 a month.

  • Bill entry and payment preparation, up to 20 bills: $75 a month
  • Customer invoicing, up to 20 invoices: $50 a month
  • Friendly payment reminders for up to 20 overdue invoices: $50 a month
  • You approve and release every payment

Fractional controller

Senior accounting oversight for companies that need more than bookkeeping but not a full-time controller.

Quoted to your needs.

  • Month-end close management and review
  • Balance sheet reconciliations and schedules
  • Management reporting packages
  • Process and internal control improvements

ERP setup and migration

Moving to a new system, or fixing one that was never set up properly. We know these platforms from the inside.

Quoted by project.

  • Chart of accounts and dimension design
  • Data migration from QuickBooks, Xero and other systems
  • NetSuite, Sage Intacct and Odoo configuration support
  • Cleanup of systems that were set up incorrectly

Tell us what you need and we will send a fixed quote.

Book a free consultation