Your entire financial operation.
One platform.
Sign up, invite your team, connect your accounts, and hand off everything — payroll, bookkeeping, tax filings, invoices, W-2s, 1099s — to us. No QuickBooks. No Gusto. No Xero. No TurboTax. We cover the software so you don't have to.
Cancel these. We pay for what we need — you don't.
Traditional bookkeepers and CPAs have always passed software subscription costs to their clients. We don't. If our team needs any tool or platform to do your work, that's our operating expense — not yours. You hire us for expertise and results. Everything we need to deliver is already covered.
QuickBooks
Bookkeeping
Gusto
Payroll
Dext / Hubdoc
Receipt capture
Xero
Accounting
TurboTax
Tax Filing
You pay us for service, labor, and expertise — that's it. All software we use to support your account is our expense.
Everything your business needs
One place. One team. One monthly engagement that replaces your entire financial software stack.
- Business signs up with one account
- Invite unlimited team members
- Role-based access (owner, admin, staff)
- Everyone works from the same portal
- No per-seat fees or user limits
- Full-time & part-time employees
- 1099 contractors & freelancers
- Temporary & one-off labor hires
- Payroll processing & distribution
- Quarterly payroll tax deposits
- W-2s for all full-time employees
- 1099-NEC for contractors & freelancers
- 1099-MISC for other payments
- IRS & SSA e-filing included
- Recipient copies distributed
- Upload invoices you sent to vendors
- Upload bills received from vendors
- We send invoices on your behalf
- Track outstanding & paid invoices
- Reconciled against your books automatically
- Upload receipts directly in the portal
- Forward by email to your dedicated address
- Snap a photo on mobile — HEIC supported
- AI extracts vendor, date, total, tax, category
- Full searchable log with original files
- No Dext, Hubdoc, or QBO add-on needed
- Connect multiple bank accounts directly
- Connect credit cards directly
- Or manually upload statements (CSV/PDF)
- Automated transaction fetching
- Full reconciliation of all accounts
- Smart tagging & categorization
- Monthly P&L and Balance Sheet
- Quarterly payroll tax filings (941)
- State employment tax filings
- Unemployment insurance filings (FUTA/SUTA)
- Annual W-2 & 1099 filing deadlines
- Deadline tracking & proactive reminders
How bank & account feeds work
Two ways to get your financial data in — whichever works for your business.
Direct Connection
Recommended — fully automated
- Securely link your bank accounts
- Link credit cards and lines of credit
- We fetch transactions automatically
- New transactions pulled on a regular schedule
- Nothing for you to export or upload
Manual Upload
For banks that don't support direct feeds
- Upload bank statements (PDF or CSV)
- Upload credit card statements
- Drag & drop through your portal
- Upload via mobile app photo
- We process and reconcile everything
Reconciliation & Smart Tagging
Once transactions are in, our team reconciles every account and applies the correct categories, expense tags, and tax codes. You get clean, audit-ready books every month — not a raw data dump that you have to figure out yourself.
Every worker type, handled
Tell us who works for your business — we handle the right payroll treatment, filings, and forms for each.
- Regular payroll runs
- Benefits deductions
- W-2 at year-end
- Federal & state withholding
- Flexible pay schedules
- Hourly or salaried
- W-2 at year-end
- Proper tax withholding
- No payroll taxes owed
- 1099-NEC at year-end
- Track payments per vendor
- Multi-contractor support
- One-time or short-term labor
- Correct W-2 or 1099 determination
- Seasonal workforce support
- No long-term commitment needed
We pay for the software. You pay for the work.
For decades, bookkeepers and CPAs have outsourced their software costs to clients — billing QuickBooks, Gusto, and other subscriptions as client expenses. We think that's wrong.
If our team needs any software or platform to complete your work, we pay for it. That's our cost of doing business. You hired us to get the job done — not to fund our toolbox. Our team is fully equipped with everything required to support you. No pass-through. No surprises.
What you currently pay vs. working with us
How onboarding works
From signup to fully running — your team is set up fast.
Business Signs Up
Complete the intake form with your business details, worker types, and services needed.
Invite Your Team
Add owners, accountants, office managers, or any staff who need access to the portal.
Connect & Upload
Link bank accounts, upload statements, add employees, and share existing documents.
We Take It From Here
Your dedicated team handles bookkeeping, payroll, filings, and taxes — every month.
Bank-level security throughout
All documents and financial data are encrypted end-to-end with 256-bit SSL. We never request sensitive documents via email. Every action is logged with a full audit trail. Mobile access available on iOS and Android.
Ready to replace your entire financial stack?
One intake form. One team. One platform. Everything your business needs — handled.