Add-on services

Personalized support to fit your business needs. These services can be added to any subscription package or purchased as stand-alone offerings. Pricing is custom based on your business size and complexity. Need a little of this, a dash of that, not seeing the perfect plan? Let us know! We can customize a plan that fits your business and budget.

  • Smooth, accurate payroll every time.
    We help coordinate payroll with your preferred provider.

    • ✔️ Payroll journal entries

    • ✔️ Optional new hire onboarding support

  • For messy books that need a reset.
    We’ll clean up errors, uncategorized transactions, and outdated structures to bring your books back into shape.

    • ✔️ Fix coding errors and miscategorized transactions

    • ✔️ Reconcile unreconciled accounts

    • ✔️ Organize and standardize chart of accounts

    • ✔️ Perfect for businesses with inaccurate or incomplete historical data

  • Behind on your books? We’ve got you.
    We’ll bring your books up to date—whether you’re a month behind or more than a year.

    • ✔️ Catch-up bookkeeping for past months or years

    • ✔️ Bank and credit card reconciliations

    • ✔️ Year-to-date financials

    • ✔️ Ideal for businesses preparing for tax season or new systems

  • Stay on top of bills and vendor payments.
    We'll manage your AP process to ensure timely and accurate payments.

    • ✔️ Weekly or bi-weekly bill entry

    • ✔️ Payment scheduling and tracking

    • ✔️ Approval workflows available

  • Get paid faster, with less stress.
    Streamlined invoicing and customer payment follow-up.

    • ✔️ Invoice creation and delivery

    • ✔️ Payment tracking and reminders

    • ✔️ Aging report review and support

  • Help choosing the right tools for your business.
    We’ll assess your business operations and recommend the most efficient, scalable accounting software for your needs. We work with four of the most popular accounting software programs, so we know our stuff!

    • ✔️ 60-minute consult

    • ✔️ Written recommendation with 1–2 tailored options

  • Organized books start with a clean chart.
    We’ll set up or optimize your chart of accounts to ensure accurate reporting.

    • ✔️ Custom account mapping for your industry

    • ✔️ Cleanup of outdated or duplicate accounts

    • ✔️ Ideal for both new setups and existing messes

  • Feel confident using your accounting tools.
    Live, personalized Zoom sessions with screen sharing and recorded playback.

    • ✔️ Platforms: QuickBooks Online, Xero, etc.

    • ✔️ Q&A time + post-call resources

    • ✔️ Great for business owners and team training