Add-on 
Services

1 

Payroll Set-up (We are partnered with Gusto!)

Setting up payroll shouldn’t feel like learning a foreign language. We’ll get your payroll system organized, compliant, and running smoothly, so you can pay your team (and yourself!) with confidence. From choosing the right platform to onboarding employees, we handle the setup details so you can focus on growing your business.

2

Accounts Receivable

Keeping track of who owes you money shouldn’t be a full-time job. We organize, track, and manage your accounts receivable so you get paid faster and with fewer headaches. No more chasing invoices — just smooth, steady cash flow.

3

Accounts Payable

Paying bills on time shouldn't be a guessing game. We manage your accounts payable with precision, making sure your vendors are happy and your cash flow stays healthy. Stay organized, avoid late fees, and keep your business relationships strong.

4

Receipt Tracking

No more digging through shoeboxes or scrolling endless email chains for missing receipts. With our receipt tracking add-on, we’ll help you keep every document organized, digitized, and attached to the right transaction — audit-ready and stress-free. You’ll always know where your money went, and you’ll thank yourself come tax season.

5

Job Costing

Know exactly what each project is costing you — and how much profit you’re really making. With our job costing add-on, we track expenses, labor, and materials by project, applying cost codes to keep everything categorized and crystal clear. No more guessing games — just organized insights that help you price smarter, improve efficiency, and protect your bottom line.

6

Special Projects

​Every business has those extra to-dos that don't fit in a neat little box — and that's where we come in. Whether you need custom financial reports, help organizing records, or support with special projects, we've got you covered. We’re here to tackle the behind-the-scenes work so you can stay focused on the big picture.