Bookeeping & Beyond

Timely CPA-reviewed financials and back-office support that fits your needs

Core Services

    • Done through Quickbooks Online or Xero

    • Cash or Accrual-based

    • Monthly or weekly Transaction categorization

    • Bank and credit card reconciliations

    • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

    • Done through Gusto Payroll

    • Employee and contractor payroll processing

    • Direct deposit setup and support

    • Federal and state payroll tax filings

    • Year-end W-2s and 1099s

    • Compliance monitoring for deadlines and filings

  • (Dext + Melio)

    • Vendor bill capture and approval workflows

    • On-time electronic payments

    • Accounts receivable tracking and reporting

    • Invoicing support (creation and delivery)

    • Follow-up on overdue customer payments

    • Cash flow reporting and dashboards (Reach Reporting or Fathom)

    • Forecasting based on revenue and expense trends

    • Seasonal and growth planning tools

    • Tracking upcoming obligations (taxes, payroll, vendor bills)

    • Actionable recommendations to smooth out timing gaps

Other Services

  • We convert your financials from cash basis to accrual basis, giving you a clearer picture of profitability, matching revenues to expenses, and meeting lender or investor requirements.

  • We bring past records up to date—reconciling accounts, correcting errors, and organizing your books so they’re accurate, complete, and ready for reporting or tax filing.

  • We set up or streamline your accounting software, payroll platform, and integrations so your back office runs smoothly from day one.

  • We review your books, highlight problem areas, and provide actionable recommendations for improving accuracy, efficiency, and compliance.