Books you can read. Payroll you don’t think about.
Monthly books closed on a fixed date, every transaction classified correctly, and payroll run on your schedule through Gusto or Paychex. All visible in your portal, handled by the CPA firm that files your taxes.
Late books hide your real profit.
When books arrive weeks late with transactions coded wrong, you can’t see which services make money. Pricing and hiring become guesswork. And when payroll treats every change as an imposition, it adds stress instead of removing it.
Two services. One team. One set of numbers.
Bookkeeping
Monthly bank reconciliation
Every bank and credit card account reconciled monthly, so errors are caught early.
Transaction classification
Every transaction in the right account. See where money comes from and where it goes.
Monthly financial statements
Profit & loss and balance sheet delivered on a fixed date.
Catch-up and cleanup
Months or years behind? We get you current, then keep you there.
Payroll
Processing on your schedule
Weekly, biweekly or semi-monthly, with direct deposit and payroll tax filings handled.
Quick response to changes
New hires, bonuses, schedule changes. Handled that pay period, not next month.
Workers’ comp audit support
We prepare the payroll records your carrier asks for and help you through the audit.
Posts straight to your books
Payroll flows into your bookkeeping automatically, so nothing gets retyped or missed.
Software we work with
Know where you stand without calling.
Your books, payroll reports and documents live in one secure TaxDome portal, available any time from any device.
We’ve moved hundreds of businesses. Here’s how.
You’ll know what to expect at every step. We handle the complexity so it feels simple.
Schedule your consultation
We talk through your books, payroll, employee count and pay schedule, and give you transparent pricing.
We handle setup and transition
Portal set up, documents gathered, books migrated, and Gusto or Paychex configured before your first run. For most businesses the cleanup takes 30 to 60 days.
Ongoing monthly service
Books close on schedule, payroll runs every period, and you track it all in the portal.
Clean books are the foundation. A CFO builds on them.
For businesses doing $2M to $50M, our Fractional CFO service turns these books into the one number your business runs on, a quarterly plan and a 20-minute call on the 15th. Same team, nothing passed between providers.
See Fractional CFO →Bookkeeping & payroll questions.
Business bookkeeping is quoted based on transaction volume and complexity. Payroll is priced by employee count and pay frequency. You get transparent pricing in your free consultation, with no surprise fees.
Many bookkeepers aren’t CPAs and can’t provide tax strategy or make sure your books are audit-ready. We structure your chart of accounts correctly, flag tax-saving opportunities as they come up, and keep everything compliant.
Yes. Many clients come to us months or years behind. We assess the situation, give you an honest timeline and quote, get you current, then set up systems so you don’t fall behind again.
We process through Gusto and Paychex. If you’re already on one, we can take it over; if not, we’ll set it up and configure your pay schedule before your first run.
We use TaxDome. Upload documents securely, see your current books and reports, track work in progress and message the team, all from any device.
Within one business day through the portal. Payroll changes submitted before the cutoff are processed that pay period.
Ready to make the switch?
Tell us about your books and payroll. We’ll reply within one business day with a time to talk.
Thanks. We’ll be in touch.
Expect a reply within one business day.
