For a global SaaS client, GL data was cleaned and validated at the source, taking accuracy from about 20% to 100%, and a manual monthly analysis was automated. The same discipline goes into every set of books we keep.
Books and payroll done right, without the manual keying.
We run your bookkeeping and payroll the modern way. Bank feeds, rules and automated postings do the routine work, and senior finance people review what matters. You get clean books, accurate payroll and reports that are ready when you need them.
The problem we fix.
- Transactions keyed in by hand, weeks after they happen.
- Payroll processed on time, then posted to the GL by hand, with coding errors.
- Bank and card accounts reconciled only at month-end, if at all.
- Management accounts that arrive too late to be useful.
What we build for you.
- 1Bookkeeping that keeps itself currentBank and card feeds, coding rules and receipt capture handle routine transactions. We review the exceptions and keep the books up to date every week.
- 2Payroll, run and reconciledPayroll processed on schedule through your payroll provider, with journals posted to the GL automatically and reconciled to the payroll register every period.
- 3Monthly management accountsP&L, balance sheet and cash position ready within days of month-end, with plain-English commentary.
- 4Ready to grow with youWhen you outgrow basic bookkeeping, the same foundation carries straight into automated close, live reporting and audit readiness.
Clean data: from 20% to 100% accurate.
Three steps. No surprises.
Diagnostic
We map how the work happens today and rank what to automate by hours saved.
Build
Quick wins first, built inside your own Microsoft environment.
Handover
Training and documentation. No licence fees to us, no lock-in.
Common questions.
Do you prepare tax returns?
Yes. Our CPA-led Tax & Compliance service prepares business and owner returns from the same books we keep, so nothing has to be rebuilt at tax time.
Which payroll providers do you work with?
We work with the provider you already use, such as ADP, Paychex or Gusto, or help you choose one. We can also prepare payroll tax filings through our Tax & Compliance service.
Which accounting systems do you support?
QuickBooks Online, Xero, Dynamics 365 Business Central and Dynamics GP are the most common. If you use something else, ask us.
How is this different from a regular bookkeeper?
A regular bookkeeper keys transactions in by hand every month. We automate the routine work first, so your books stay current, errors drop, and the time goes into review and insight instead.
Other services: Finance Transformation & CFO Advisory →Month-End & Year-End Close →Audit-Ready, All Year →Client Retention Intelligence →Tax & Compliance →Data Readiness & Cloud →