Most bookkeeping stops at data entry and hands you a set of figures in March. This does not. Your bank feeds run daily, receipts get chased during the month rather than after it, and anything that looks wrong gets queried while you still remember what it was.
By the fifth working day, you get one page showing what came in, what went out, and how much to keep back for tax. If a number looks strange, ring your bookkeeper. They will already know the answer.
Not included: Sales tax filings, payroll processing, and year-end financial statements. These services are available separately, so you only pay for what you need.
Transactions land automatically. Nothing for you to export or upload.
You get one short list of anything missing. Reply with photos and it is done.
Everything matched and coded, with anything odd queried before it is filed.
One page in your inbox, plus a call booked if there is anything worth talking about.
Freelancers earning under $90k annual revenue
LLC owners with sales tax and small payroll
Businesses with six to twenty-five people
Anything else, call Josh on 512 555 0147 and you will get a straight answer.
It is included and it makes our side quicker, but we are happy to work in QuickBooks or Wave if you already have one running.
We flag it at the quarterly review and agree a new fee from the following month. We do not backdate anything or add it quietly.
Yes. Both are priced separately and can start at any month end. Most clients add sales tax filing when they are required to register in a state.
We chase weekly and code what we can without them. Anything still missing gets listed on your report so it never turns into a year end scramble.
Bring the question you have been avoiding. You will leave with a fixed price and a plain answer, whether or not you sign up.
