Serving small businesses across Thurston County since 2012 +1 (978) 638-8459 • Barbara@business.claybroussard.com
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What we do

Services

Bookkeeping, payroll, advisory and clean-up work for owner-operated businesses across Washington State.

Six services that fit together

Most clients start with monthly bookkeeping and add payroll or advisory as they grow. You can also engage any service on its own — there is no bundling requirement.

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
Payroll paperwork and calendar on a desk at the Clay Broussard office

Washington specifics

The filings we handle so you don't have to

  • Department of Revenue combined excise returns, including B&O classification review
  • Labor & Industries quarterly reports and rate-class verification
  • Employment Security Department wage reporting
  • Paid Family & Medical Leave premium reporting
  • City of Olympia and Lacey business licence renewals
  • Annual 1099-NEC and W-2 issuance

Deadlines are tracked in a shared compliance calendar you can view at any time, so nothing depends on one person remembering.

Pricing

Published starting prices, fixed quotes

We publish our ranges because hiding them wastes everyone's time. Here is roughly what clients pay.

PlanBest suited toIncluded each monthFrom
EssentialsSole proprietors and pre-revenue LLCs, under 150 transactionsReconciliation, categorization, P&L and balance sheet, email support$340 / mo
OperatorEstablished shops and clinics with 2–15 staffEverything in Essentials plus payroll processing, AP/AR tracking, sales tax and B&O filing, quarterly review call$720 / mo
AdvisoryGrowing companies planning hires, equipment or financingEverything in Operator plus 13-week cash-flow forecasting, budget vs. actual reporting, monthly advisory call, lender package preparation$1,250 / mo
Clean-UpAnyone behind on their booksOne-time historical rebuild, quoted per period after a free file review$450 / quarter of history

Every quote is fixed in writing before work starts. Prices shown are starting points published in good faith and reviewed each January; your final figure depends on transaction volume, number of bank and card accounts, payroll headcount and the condition of prior records.

Tools we work in every day

QuickBooks Online

Advanced ProAdvisor certified. Full setup, migration and clean-up.

Xero

Preferred by several of our e-commerce and professional-services clients.

Gusto & ADP

Payroll processing, benefits deductions and contractor payments.

Square, Shopify, Stripe

Merchant settlement reconciliation down to the fee line.

Not sure which service you need?

Send us last month's statements. We will tell you what we would do first and what it would cost — before you commit to anything.

Talk to Barbara