Industry Certifications & Partners
QuickBooks ProAdvisor
Certified Partner
Gusto Certified
Payroll Partner
AICPA Affiliate
Member in Good Standing
Xero Advisor
Certified Partner
Zero Missed Deadlines
Since January 2019
Your Back Office,
Finally Under Control.
Payroll runs on time. Vendor invoices reconciled. Compliance filings filed — before the deadline, not after. We handle the paperwork infrastructure that holds your company together so you can stop thinking about it.
Missed Deadlines
Since 2019
Payroll Runs
Per Month
AP/AR Managed
Monthly
Avg Onboarding
Start to Live
Sound Familiar?
The back-office problems
12-person SaaS startup, Series A
"You reconciled QuickBooks at 11pm on Sunday — again."
34-person professional services firm
"Vendor invoices live in three places. None of them agree."
51-person distribution company
"You need a controller. You can't justify the $120k salary."
Transparent Process
Exactly what happens,
in what order, by when.
This is the scope-of-work appendix you always wished vendors would just show you upfront. Every deliverable named. Every turnaround time stated.
Onboarding Audit
Week 1 — Delivered within 48 hours of kickoff call
Chart of accounts review and cleanup recommendations
Payroll system access audit (permissions, pay schedules, tax IDs)
Vendor roster reconciliation against AP aging report
Compliance calendar — all federal/state deadlines flagged for next 12 months
Written gap analysis: what's missing, what's duplicated, what's on fire
You receive a PDF report. No sales call required to see it.
Systems Migration
Weeks 2–3 — Parallel run, zero downtime
QuickBooks/Xero chart of accounts restructured to your industry standard
Historical transaction import (up to 24 months)
Bank feed connections verified and reconciled
Payroll migration to Gusto or existing system cleanup
Document naming convention and storage structure implemented
Your old systems stay live until we confirm every number matches.
Weekly Reporting Cadence
Every Monday by 9am — without being asked
Cash position summary (checking + savings + outstanding checks)
AP aging — invoices due in 7 / 14 / 30 days with amounts
AR aging — overdue balances flagged for follow-up
Payroll confirmation for the prior week
Exception report — anything that needs your decision
One email. Five sections. Five minutes to read. No spreadsheet attachments.
Monthly Close Checklist
Completed by the 5th of each month
Bank and credit card reconciliations (all accounts)
Accruals posted, prepaid expenses amortized
Depreciation schedules updated
P&L and balance sheet reviewed for anomalies
Board-ready financial package emailed — no follow-up required
If the 5th falls on a weekend, it's in your inbox Friday afternoon.
Free Download
Our Onboarding Checklist.
Systems access audit template (QuickBooks, payroll, bank)
Document collection list — what we need, in what format
Compliance calendar for current fiscal year
AP/AR aging report template (ready to populate)
Month-end close checklist (our exact internal version)
Onboarding call agenda — what to cover in the first 60 minutes
Get the Checklist
No spam. Unsubscribe any time. We take privacy seriously.
Results
Numbers from actual engagements.
Average month-end close
Down from 11.8 day industry average
AP/AR reconciled monthly
Across active client portfolio
On-time compliance rate
Zero late filings since 2019
Average onboarding audit
Report delivered within 48 hours
"Our month-end close went from 12 days to 4. I stopped dreading the board meeting because the numbers were actually ready."
Rachel Kim
CFO, Meridian Distribution Co. · 58 employees
"They found $14,000 in duplicate vendor payments in the first audit. The engagement paid for itself in week one."
Marcus Webb
Founder & CEO, Thornfield Creative · 19 employees
"I had three spreadsheets and a prayer. Now I have a Monday morning email that tells me exactly where we stand. That's it."
Priya Anand
Operations Director, Coastal Staffing Group · 41 employees
Process Audit
Book a Process Audit.
60 minutes. No commitment.
We review your current back-office setup, identify the three biggest gaps, and give you a written action plan — whether you hire us or not. No sales pitch. Just the audit.
We review your current systems before the call — no cold start.
You walk us through your biggest pain point. We ask specific questions.
We send a written gap analysis within 24 hours of the call.
Every client engagement tracked against SLA. 100% on-time delivery rate across 340+ monthly payroll runs and 47 active compliance calendars.