New Claremore Tax Strategy: $4,000 investment·$20,000 savings guarantee See the offer

Bookkeeping & Payroll

Books that are always ready.

Without organized bookkeeping, tax season brings stress and can even land your business in trouble with the IRS. We keep your accounts current every month, so you’re always ready.

Bookkeeping

An expert handling your books, every month.

We keep your accounts and balances up to date each month, so your business is always ready for tax season. It doesn’t matter how big the account is or how many transactions you have.

  • Optimized, clean books
  • Reconciled accounts for tax season
  • Five critical monthly reports
  • GAAP-compliant books
  • An annual summary
Start with bookkeeping
Reviewing financial reports

Payroll

On time, accurate and HR-compliant.

Without a smooth payroll system, payments run late, withholdings get messed up and employees get frustrated. We make sure none of that happens, and that your payroll process holds up if you’re ever audited.

We work with industry-leading payroll software so hours are correct, withholdings are accurate and your people are paid on time.

Set up payroll
Financial analyst at work

Packages

Choose your level of support.

Four packages, from tax-ready books to a fully outsourced finance team.

Essentials

Starting at$299/ month

Very small or early-stage businesses that need clean, tax-ready records.

Get started
  • Connected bank feeds
  • Monthly transaction categorization
  • Quarterly account reconciliation
  • Year-end tax-ready package
  • Email support
  • Monthly financial reports not included

Momentum

Starting at$795/ month

Owners who need dependable books and a clear monthly financial picture.

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  • Monthly income statement and balance sheet
  • Monthly account reconciliations
  • Payroll oversight and payroll report review
  • Executive summary with easy-to-read charts
  • Year-end tax-ready financial package
  • Email support

White-Glove

Starting at$3,995/ month

Owners ready for an outsourced finance team, closely involved in planning.

Get started
  • Everything in Executive, plus:
  • Done-for-you payroll for up to 10 employees
  • Accounts payable, receivable and bill-pay support
  • Weekly cash-flow dashboard
  • 60-minute monthly strategy meeting with a senior CPA
  • Budget, forecast, KPI board and quarterly tax-planning check-in

Monthly pricing is based on expected activity and final scope. One-time onboarding starts at $1,200.

Ready to start?

Go from financial fog to total confidence in three steps.

  1. 1

    Book a consult

    We start with a call to learn about your business and your financial challenges, and to answer any questions you have.

  2. 2

    Create a plan

    We build a custom package that solves your exact pain points, and an expert team to deliver it.

  3. 3

    Enjoy financial clarity

    Organized books, smooth tax seasons and real savings, with less stress, as we follow your plan together.

Our promise

If we can’t save your business significantly more than our fee, we won’t sell you our services.

Book a Consult