01
Monthly Bookkeeping
Reconciled accounts, clean categorization and a closing package you actually understand — delivered by the 12th business day, every month.
- Bank, card and merchant reconciliation
- Accounts payable and receivable tracking
- Monthly P&L, balance sheet and cash-flow statement
- Owner walkthrough call every quarter
02
Payroll & Compliance
Payroll runs, filings and worker classification handled on Washington deadlines so nothing lands on your desk at the last minute.
- Semi-monthly or bi-weekly payroll processing
- L&I, ESD and Paid Family & Medical Leave reporting
- W-2, W-4 and 1099-NEC preparation
- New-hire onboarding paperwork
03
Fractional CFO Advisory
A finance partner in your corner for hiring plans, pricing changes, equipment purchases and lender conversations.
- 13-week rolling cash-flow forecast
- Break-even and pricing analysis
- Budget vs. actual review meetings
- Loan and SBA application support
04
Tax Preparation Support
We prepare the workpapers, schedules and year-end file your CPA needs — or coordinate directly with the preparer you already use.
- Year-end closing and adjusting entries
- Fixed asset and depreciation schedules
- Sales tax and B&O reconciliation
- Direct hand-off to your tax preparer
05
Catch-Up & Clean-Up
Behind by three months or three years? We rebuild the books methodically and give you a written summary of what was corrected.
- Historical transaction rebuild
- Duplicate and mis-coded entry removal
- Opening balance verification
- Written remediation report
06
Systems & Software Setup
QuickBooks Online, Xero, Gusto, Square and Shopify configured properly the first time, with your team trained on the parts they touch.
- Chart of accounts design
- App integrations and bank feeds
- Document workflow and receipt capture
- One-to-one staff training sessions