Add-On Services
Our add-on services give you the flexibility to get extra support without overcomplicating your monthly package. Whether it’s staying compliant with Washington tax filings, managing payables and receivables, or handling specialized reporting, we step in to cover the details—so your finances stay accurate, compliant, and stress-free.
Extra support, when you need it.
-
Sales & B&O tax filings
- Excise or industry-specific filings
- 1099 preparation and filing
- Accounts payable & receivable management
- Inventory management support
- Multi-entity or consolidated reporting
Add-on services are perfect for business owners who need extra support beyond monthly bookkeeping. They’re especially helpful if you:
- Want to stay compliant with Washington sales tax, B&O, or excise filings.
- Need 1099s prepared and filed at year-end without the stress.
- Have vendors and customers to manage and would benefit from AP/AR support.
- Carry inventory and need accurate tracking and reporting.
- Operate multiple businesses or locations and require consolidated reports.
- Prefer a flexible bookkeeping partner who can scale services as your business grows.
These services give you the freedom to customize your bookkeeping support, so you only pay for what you truly need.
Catch-Up Bookkeeping
Falling behind on bookkeeping happens more often than you think. Whether it’s a few months or a few years, unorganized financial records make it difficult to see where your business truly stands. That’s where catch-up bookkeeping comes in.
We go back through your historical records, sorting, reconciling, and cleaning up transactions so your books are accurate and complete. This gives you:
- Accurate financial reports – See a clear picture of how your business is performing.
- Tax-ready books – File with confidence and avoid penalties.
- Better decision-making – Plan for growth with reliable data.
- Peace of mind – Finally cross overdue bookkeeping off your list.
Catch-up bookkeeping is important because outdated or inaccurate books can lead to missed deductions, compliance issues, and lost opportunities. With clean financials, you’ll not only stay compliant but also gain the clarity you need to move forward with confidence.
This service is especially helpful if you:
- Haven’t had time to keep up with your bookkeeping and are months (or years) behind.
- Are preparing for tax season and need accurate financials to file on time.
- Recently switched bookkeepers or accountants and want a fresh, organized start.
- Manage your own books but realize things have gotten messy or inconsistent.
- Are applying for a loan, grant, or investment and need clean records to qualify.
- Own a growing business and want reliable financial data to make smarter decisions.
If you see yourself in any of these situations, catch-up bookkeeping clears the backlog and gives you a strong financial foundation to build on.
Payroll Processing
Managing payroll can be time-consuming and stressful. We take care of the details so you don’t have to. We specialize in running payroll through Gusto, a trusted platform that integrates seamlessly with bookkeeping systems. However, we’re also experienced in working with other payroll providers and will adapt to the system that works best for your business.
With our payroll processing services, you’ll get:
- Accurate and timely payroll runs – Your employees and contractors are paid on schedule, every time.
- Tax filing support – We monitor payroll tax filings and payments to ensure compliance.
- Employee onboarding assistance – We’ll guide new team members through setup and documentation.
- Seamless integration with your books – Payroll entries are recorded and reconciled for accurate reporting.
- Year-end preparation – We review reports and help make sure your records are ready for W-2s and 1099s.
Outsourcing payroll not only saves you time but also helps avoid costly errors and penalties. Our goal is to keep payroll simple, compliant, and stress-free so you can focus on growing your business.
Payroll processing is a great fit if you:
- Have employees or contractors and want to ensure they’re paid accurately and on time.
- Feel overwhelmed by payroll tax filings and want peace of mind that they’re handled correctly.
- Are ready to grow your team and need support with employee onboarding and setup.
- Want payroll that integrates seamlessly with your bookkeeping system.
- Prefer to offload time-consuming admin tasks so you can focus on running your business.
Whether you have a small team of five or a growing workforce, payroll processing saves time, reduces errors, and keeps your business compliant.
QuickBooks Migration
Switch to QuickBooks Online with confidence and ease.
Moving from spreadsheets or another accounting platform can feel overwhelming. We make the transition smooth by handling the setup and ensuring your financial data is migrated correctly. From customizing your chart of accounts to reconciling balances, we set you up with a system that’s accurate, efficient, and ready to support your business growth.
With our QuickBooks migration services, you’ll get:
- Clean data transfer – Historical records are imported and reconciled for accuracy.
- Custom setup – Chart of accounts tailored to your business needs.
- App integrations – Connect payment processors, payroll, or inventory tools.
- Training and support – Guidance so you feel confident navigating QuickBooks Online.
- Seamless transition – Minimize downtime and start fresh with organized books.
Migrating to QuickBooks ensures you have reliable, real-time insights into your finances while streamlining your accounting process for the long term.
QuickBooks migration is especially valuable if you:
- Are moving from spreadsheets and want a more reliable, automated system.
- Currently use another accounting platform and need a smooth transition to QuickBooks Online.
- Have messy or outdated books and want a clean slate with accurate records.
- Need a custom chart of accounts designed to fit your business model.
- Want real-time financial insights to support smarter decision-making.
- Are preparing for growth and need a system that scales with your business.
This service is ideal for business owners who are ready to simplify their accounting, improve accuracy, and gain confidence in their financial reporting.