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Fixed-Fee Monthly Online Business Accounting

Bookkeeping, payroll, and tax filings by certified accountants — book a free consultation.

Certified Accountants, Modern Processes

We deliver fixed-fee monthly accounting, payroll, and tax compliance for growing businesses, combining automation with expert oversight for reliable books and timely filings.

How Fixed-Fee Monthly Accounting Works

Understand the scope, pricing, and delivery model behind our predictable monthly accounting service.

What your fixed fee covers

Your flat monthly fee covers reconciliations of all connected bank and credit card accounts, categorized transactions, month-end close, standard financial statements, payroll coordination, sales tax monitoring, basic support, and proactive reminders for key deadlines, ensuring consistency, accuracy, and zero surprise invoices throughout the engagement.

Transparent pricing tiers

We assign pricing based on transaction volume, number of accounts, payroll headcount, jurisdictions for tax filings, and complexity factors like inventory or revenue recognition, then lock your monthly rate for twelve months, revisiting only when your business materially changes, so you always know exactly what you will pay.

Onboarding timeline and phases

A structured two- to four-week onboarding includes discovery, secure access setup, chart-of-accounts review, process mapping, backlog cleanup if required, first month close rehearsal, and delivery of a tailored reporting package, culminating in a kickoff call that sets clear communication expectations and measurable success criteria.

Bookkeeping Workflows and Automation

See how we combine software and expert oversight to keep books accurate every month.

Bank feeds and reconciliations

We connect bank and card feeds, categorize transactions with rule-based automation, verify payees, attach supporting documents, and reconcile statements to the cent, flagging anomalies like duplicate imports, missing deposits, or unauthorized charges, and documenting every adjustment for a complete monthly audit trail and reliable balances.

Receipt capture and expense controls

Employees submit receipts through mobile capture with OCR, mapped to policies that enforce categories, class or project tags, and approval thresholds, while we reconcile reimbursement reports, monitor duplicate submissions, and ensure deductible versus nondeductible items are properly segregated for accurate financials and tax optimization.

Month-end close and delivery cadence

We follow a documented close checklist that sequences accruals, prepaids, fixed assets, payroll entries, and revenue cutoffs, then deliver draft financials within five business days, review variances with management, and publish finalized statements alongside commentary, ensuring reliable, timely insights you can present to stakeholders.

Payroll Administration

Run compliant, on-time payroll with integrated tax remittances and filings.

Employee onboarding and pay schedules

Payroll taxes, withholdings, and filings

Benefits, PTO, and year-end forms

Sales Tax and Indirect Tax Compliance

Manage nexus, registrations, and automated filings across states and channels.

Nexus assessment and monitoring We evaluate economic and physical nexus thresholds using transaction and revenue data by state, assess marketplace facilitator rules, and monitor ongoing exposure as sales expand, ensuring your registrations and filing frequencies match current obligations and reducing the risk of unnoticed liabilities accumulating over multiple periods.
Registration, calculation, and filings Our process handles registrations, configures product taxability, integrates marketplace and ecommerce platforms, reconciles collected tax to liability reports, and files returns with timely remittances, documenting methodologies and exemption certificate validations so your indirect tax posture remains consistent, supportable, and audit-ready at all times.
Notice handling and audit support If you receive notices, we investigate source data, prepare reconciliations, respond with supporting schedules, and recommend remediation steps, including voluntary disclosures when appropriate, while keeping you informed of risks, timelines, and expected outcomes, minimizing disruption and preserving compliance standing with taxing authorities.

Corporate Income Tax Filings

Prepare accurate returns with proactive planning to reduce surprises.

Estimated taxes and safe harbors

We calculate quarterly estimates using current-year projections, prior-year safe harbors, and seasonal patterns, aligning payments with cash flow while preventing underpayment penalties, and providing clear vouchers, dates, and instructions so your team knows exactly when and how much to remit across jurisdictions.

Year-end adjustments and schedules

Before we finalize returns, we reconcile book-to-tax differences, review depreciation and amortization methods, confirm shareholder or partner allocations, and prepare supporting schedules, ensuring that elections are considered and documentation is complete, yielding accurate taxable income and substantiated positions ready for e-filing.

E-file process and deadlines

We prepare returns in approved software, route electronic consent forms, submit e-files ahead of deadlines, and track acknowledgments, immediately addressing rejects with corrective actions, while delivering a final package that includes copies, payment instructions, and next steps for estimated taxes and extensions if required.

Fixed-Fee Monthly Plans

Choose a predictable package that fits your current stage, with clear deliverables and upgrade paths as you scale.

Monthly Bookkeeping and Close

Bank and card reconciliations, categorized transactions, month-end close, accruals and prepaids, financial statements, and variance commentary, including coordination with your invoicing, bill pay, and expense tools for a complete, reliable monthly picture.

9/month

Payroll Processing and Compliance

Employee onboarding, pay runs, direct deposit, payroll tax remittances, quarterly and annual filings, benefit deductions, and year-end W-2 and 1099 support integrated with your general ledger and departmental reporting.

9/month + /employee

Business Tax Filings and Planning

Preparation and e-filing of federal and state returns, estimated tax calculations, year-end adjustments, and tax planning recommendations aligned with your entity type and growth strategy.

,150 per return

GAAP Financial Reporting

Close your books under consistent policies that stakeholders trust.

Accruals, deferrals, and cutoff policies

We document and apply policies for revenue and expense cutoff, recurring accruals, prepaid amortization, and capitalization thresholds, posting schedules that align with materiality and operational rhythms, so your monthly results reflect economic reality and support accurate comparisons, budgeting, and lender or investor reporting.

Revenue recognition and invoicing flows

For subscriptions, milestones, or bundled deliverables, we map billing to performance obligations, apply appropriate recognition rules, and reconcile deferred revenue, ensuring invoices, collections, and ledger postings are synchronized and traceable, with disclosures that explain timing impacts and any constraints affecting recognized amounts.

Management reporting and KPIs

We deliver income statements, balance sheets, cash flow statements, and tailored KPI dashboards showing margins, burn, runway, cohort metrics, or utilization, accompanied by narrative analysis that highlights drivers behind variances, enabling leaders to make decisions with confidence backed by consistent, actionable financial intelligence.

Supported accounting platforms

We work with QuickBooks Online, Xero, Gusto, Rippling, Bill, Expensify, Stripe, Shopify, and common banking portals, selecting integrations that match your processes, automating routine data flows while preserving human review, and documenting system architectures so responsibilities and dependencies remain clear as you scale.

Security, encryption, and compliance

All data exchanges use encrypted channels, least-privilege access, and multi-factor authentication, with vendor diligence and audit logs supporting SOC 2 aligned practices, ensuring your financial information remains confidential, integrity-checked, and recoverable, even under incident scenarios governed by tested backup and escalation procedures.

Access controls and audit trails

We define role-based permissions, separate duties for approvals and postings, and maintain immutable logs of changes, reconciliations, and filings, making it straightforward to evidence who did what and when, which reduces fraud risk and simplifies lender diligence, grant reporting, and regulatory compliance reviews.

Industry-Specific Expertise

Get processes tailored to your business model and regulatory environment.

Ecommerce and marketplace sellers

We reconcile platform payouts, fees, refunds, and chargebacks across Shopify, Amazon, and marketplaces, manage multi-state sales tax, map SKUs for COGS accuracy, and track inventory valuation, enabling margin visibility by channel and product, with reporting that supports pricing decisions and advertising return analysis.

Professional services and agencies

Our workflows handle time tracking imports, WIP and unbilled revenue, retainers, and project-level profitability, while aligning payroll and contractor payments to client costs, so utilization, realization, and effective rates are visible, and invoicing cadence supports healthy cash flow without compromising client experience or scope control.

Startups and SaaS companies

We implement subscription revenue recognition, deferred revenue rollforwards, capitalization of eligible development costs, and cash burn reporting, while integrating payment gateways and CRM systems, giving founders board-ready financials, runway visibility, and metrics like ARR, MRR, churn, and LTV that investors expect at each stage.

Advisory, Forecasting, and Planning

Turn accurate books into forward-looking decisions and measurable outcomes.

We build rolling 13-week cash forecasts tied to operational drivers, incorporate seasonality and commitments, and reconcile actuals monthly, providing visibility into burn rate, collection timing, and vendor priorities, empowering you to plan funding, hiring, and inventory with clarity and contingency buffers for uncertainty.
We create bottoms-up budgets aligned to headcount plans, unit economics, and growth targets, then produce monthly variance reports with commentary, isolating price, volume, and mix effects, and recommending course corrections that preserve margins and cash without derailing strategic initiatives or customer commitments.
Our models test pessimistic, base, and upside cases across demand, pricing, and cost structures, quantify breakeven points and covenant headroom, and convert findings into action plans, so leadership understands trade-offs and can sequence initiatives while managing risk with informed, timely decision-making.

Cleanup, Catch-Up, and Migration

Fix historical issues and transition systems without losing continuity.

Historical cleanup and tie-outs

We reconstruct missing periods, reconcile bank and payroll histories, correct misclassifications, and rebuild subledgers for AP, AR, inventory, and fixed assets, producing clear tie-out schedules that connect trial balances to source data, restoring accuracy and confidence before ongoing monthly service begins.

Chart of accounts redesign

We evaluate your current chart for clarity, mapping, and reporting needs, consolidate redundant codes, introduce segments for classes or locations, and create naming conventions that scale, enabling consistent coding by staff and clean analytics that align with management’s KPIs and external stakeholder requirements.

System migration and cutover

We plan phased migrations with sandbox testing, parallel runs, and data validation, then coordinate a cutover date that minimizes disruption, delivering migration logs, reconciliation reports, and user training, so your team transitions to the new platform with confidence and uninterrupted financial operations.

Communication and Service Levels

Count on responsive experts, clear channels, and predictable turnaround times.

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Compliance, Controls, and Risk Management

Reduce exposure with policies and evidence that stand up to scrutiny.

Documentation and approvals

We implement standardized documentation practices, define approval thresholds for spending and journal entries, and keep supporting evidence attached to transactions, creating a reliable record that accelerates audits, supports internal governance, and clarifies accountability across teams and workflows.

Fraud prevention and monitoring

We separate duties, restrict vendor changes, enforce dual approvals on payments, and monitor unusual activity with exception reports, reducing opportunities for fraud while enabling rapid detection and investigation, supported by alerts, logs, and periodic reviews that keep controls effective as your company grows.

Regulatory updates and policy changes

Our team tracks new standards and tax rules, communicates impacts in plain language, and updates processes and checklists, ensuring your policies remain current and practical, with sufficient documentation to evidence compliance and minimize operational disruption during implementation.

What to expect on the call

In a 30-minute session, we review your goals, systems, transaction volume, payroll setup, and filing footprint, discuss timelines, identify quick wins, and outline a proposed scope and monthly fee, giving you clarity on deliverables and how onboarding will work from day one.

Documents and access checklist

We provide a secure checklist for bank statements, prior financials, payroll reports, tax notices, and platform access, minimizing back-and-forth and enabling a fast, clean setup, with guidance for partial data, missing history, and sensitive information that must be shared carefully and compliantly.

From proposal to kickoff

After the call, you receive a written scope, fixed monthly pricing, and a timeline; once approved, we schedule a kickoff, exchange credentials through a secure portal, and begin onboarding steps, keeping you informed at every milestone until the first monthly close is delivered.