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All-in-One Monthly Online Accounting for Small Businesses

Bookkeeping, payroll, and tax filings included for a predictable monthly fee with accurate books, compliant payroll, and on-time returns.

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About Our Firm

We deliver online, subscription-based accounting for small businesses, unifying bookkeeping, payroll, and tax into one dependable monthly service.

How the All-in-One Plan Works

See what is included, how we collaborate, and the monthly outcomes you can rely on.

Scope of Service

Your plan includes daily transaction imports, categorization, reconciliations, accounts payable, invoicing support, payroll processing, sales tax management, monthly financial statements, and annual business returns. We exclude IRS representation and audited financial statements.

Roles and Responsibilities

You provide read-only bank access, receipts, payroll changes, bill approvals, and timely answers to questions. We maintain your ledger, run payroll, file taxes, and deliver reports while enforcing documented controls and cutoffs.

Monthly Timeline

Week one focuses on importing transactions and coding. Week two handles payables, invoicing, and payroll. Week three finalizes reconciliations. Week four publishes statements, commentary, and metrics, then schedules review and planning calls.

Seamless Onboarding and Data Migration

We transition your books quickly while preserving accuracy and historical context.

All-in-One Monthly Accounting

Comprehensive bookkeeping with daily bank feeds, categorized transactions, reconciliations, accounts payable, invoicing support, payroll processing, sales tax filings, monthly financial statements, and annual federal and state business returns.

9/month

Payroll Management Add-On

Full-service payroll including employee onboarding, tax registrations, multi-state compliance, benefits and deductions setup, garnishments, direct deposit, payroll journals, and quarterly and annual payroll tax filings.

9/month

CFO Insights and Forecasting

Monthly performance review, KPI dashboards, cash flow forecasting, budget creation, scenario planning, and strategic recommendations aligned to growth, profitability, and cash runway objectives.

0/month

Automated Bookkeeping and Reconciliation

Automation reduces manual work and strengthens accuracy across your general ledger.

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Accounts Payable and Expense Management

Control spending, pay vendors on time, and protect cash without friction.

Vendor Setup and Compliance

We collect W-9s, verify TINs, record payment terms, and track insurance certificates for risk management. Centralized vendor records streamline approvals, automate 1099 eligibility, and support accurate expense coding across departments, projects, and cost centers.

Bill Capture and Approvals

Bills arrive by email or portal, are read by OCR, routed to approvers by amount and department, and scheduled for payment on optimal dates. Three-way matching, duplicate detection, and audit logs protect cash and maintain vendor trust.

Expense Policies and Card Controls

We implement clear spending policies, merchant category restrictions, per-diem rules, and receipt requirements. Virtual and physical cards with adjustable limits reduce reimbursements, improve visibility, and enable timely accruals and allocations for accurate period reporting and forecasting.

Invoicing and Accounts Receivable

Accelerate cash collection with clear invoices, easy payments, and structured follow-up.

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Payroll Processing and Compliance

On-time payroll with accurate taxes, benefits, and records for every employee.

Employee Onboarding and Documents

Collect digital W-4, I-9, and direct deposit details through secure portals, track eligibility documents, and maintain employee records. Automated reminders prevent lapses, while role-based access protects sensitive data and streamlines audits during regulatory reviews or funding due diligence.

Multi-State and Local Taxes

We register in required states, set correct SUI rates, and maintain locality codes for withholding. Our system tracks work location rules, reciprocity agreements, and thresholds, ensuring compliant filings even with remote teams and frequent payroll changes.

Benefits, Deductions, and Garnishments

We configure health, retirement, HSA, and fringe benefits with pre-tax or post-tax treatment, track employer matches, and calculate garnishments. Accurate mappings flow to the general ledger, payroll journals, and forms, preventing discrepancies and year-end surprises.

Sales Tax and Government Filings

Proactive compliance across states with timely, accurate filings and payments.

Nexus Monitoring and Registrations

We monitor economic thresholds by state, analyze sales channels, and advise on registrations before liability accrues. Clear documentation, calendarized deadlines, and portal access prevent penalties while aligning your compliance footprint with evolving business models and expansions.

Managed Sales Tax Filings

We configure product taxability, marketplaces, and destination rules, prepare returns from reconciled data, and remit payments on time. Notices are triaged and resolved promptly, with root causes documented to prevent repeat issues and protect future filing accuracy.

Annual Returns and Quarterly Estimates

Your package includes preparation of federal and state income returns for the entity, plus quarterly estimated tax calculations. We reconcile book-to-tax differences, capture credits, and e-file securely, communicating obligations early to avoid cash surprises.

Monthly Close and Financial Reporting

Structured close routines yield reliable, decision-ready financial statements.

Close Checklist and Controls A documented close checklist drives consistent execution, with preparer and reviewer sign-offs, due dates, and evidence attachments. We lock periods after approval, preventing late changes and ensuring audit-ready books for lenders, investors, and internal stakeholders.
Management Reports Package Each month you receive a tailored package including income statement, balance sheet, cash flow, trailing twelve-month trends, departmental views, and key ratios. Clear commentary highlights drivers, risks, and opportunities, translating numbers into practical decisions for leadership.
Variance Analysis and Commentary We compare actuals to budget and forecast, quantify variances by price, volume, and mix, and attribute causes to owners. Recommendations propose actions, timing, and expected impact, closing the loop between reporting and execution across teams.

Dashboards, KPIs, and Forecasting

Real-time visibility and forward-looking insights that guide daily decisions.

Real-Time KPI Dashboard

A live dashboard surfaces revenue, gross margin, operating expenses, cash runway, AR aging, AP due dates, payroll totals, and sales tax exposure. Drill-downs reveal transaction details, enabling faster answers during board meetings and morning standups without manual exports.

Cash Flow Forecasting

We project receipts, disbursements, payroll, debt service, and taxes using historical patterns, open invoices, and planned bills. Scenario toggles test hiring or pricing decisions, helping owners protect runway and time capital needs confidently.

Budgeting and Scenario Planning

We build driver-based budgets aligned to goals, establish review cadences, and track accountability. Scenarios quantify best, base, and downside outcomes, revealing threshold metrics and early warning indicators that guide spending, pricing, and investment decisions.

Integrations and App Ecosystem

Connect your finance stack to reduce manual entry and improve accuracy.

Accounting Platform and Core Apps

We implement QuickBooks Online or Xero as your ledger, connected to bill pay, payroll, and receipt tools. Standardized integrations reduce friction, enforce data hygiene, and keep your finance stack scalable as transaction volume and team size grow.

Commerce and Payments Integrations

We connect Shopify, Stripe, Square, Amazon, or marketplace channels, mapping payouts, fees, refunds, and disputes correctly. Automated summaries reconcile deposits to orders, preventing revenue leakage and eliminating tedious spreadsheets during monthly close and audits.

Security, Privacy, and Compliance

Protect data and meet regulatory expectations with tested controls.

Access Controls and Encryption

We enforce least-privilege roles, SSO, MFA, and IP restrictions, with field-level permissions in core systems. Data is encrypted in transit and at rest, monitored continuously, and protected through vendor due diligence and security awareness training.

Data Retention and Backups

Retention schedules meet legal requirements while balancing operational needs. Versioned backups, offsite replication, and tested restores ensure resilience, letting your team recover quickly from errors, hardware failures, or rare provider outages without losing critical records.

Audit Trails and Regulatory Standards

Immutable logs capture who changed what and when, across books, payroll, and tax portals. Our practices align with SOC 2 principles and privacy laws, supporting due diligence, lender requests, and potential assurance engagements with external accountants.

Dedicated Team and Channels

You are assigned a lead accountant, payroll specialist, and tax preparer, supported by reviewers. Communicate via shared inbox, secure portal, or Slack, and book meetings using our calendar links for quick, organized collaboration.

Response Times and Escalation

We answer routine questions within one business day and urgent issues on the same day. A clear escalation path moves complex matters to specialists, ensuring continuity during deadlines and preventing delays in filings or payroll.

Quarterly Reviews and Planning

Every quarter we review trends, cash, taxes, and hiring plans, updating forecasts and identifying risks. We align initiatives to measurable outcomes, prioritize next steps, and document owners and deadlines to maintain momentum.