Bookkeeping, and the finance operations around it.
Clean, current books on a fixed monthly schedule, so your accountant receives a file that is ready to work from.
What we do
Everything between your bank feed and your accountant.
Six services, built to keep your books clean and current, and never to take over your tax filing.
Monthly Bookkeeping
Bank and card reconciliation, transaction categorization, and clean books delivered on a fixed monthly schedule.
Accounts Payable & Receivable
Invoicing, collections follow-up, and bill payment, so cash flow stays visible and current.
Payroll Processing
Accurate, on-time payroll runs through ADP, Gusto, or Wagepoint, with the compliance detail each country requires.
Sales Tax, VAT & GST
Tracking and filing support for sales tax, GST, HST, BAS, and VAT obligations across jurisdictions.
Software Setup & Migration
Xero, QuickBooks, NetSuite, Sage, or Wave. Implementation and clean migrations between platforms.
Accountant-Ready Reporting
Year-end packages built to your accountant's specification. Reconciled, documented, and ready to file.
Software we work in
We work inside the platform you already use.
Xero, QuickBooks, NetSuite, Sage and Wave, plus most major cloud accounting platforms. Not sure which one suits you? We can help you choose, set it up, and migrate cleanly.
- Xero
- QuickBooks
- NetSuite
- Sage
- Wave
How it works
From messy books to a monthly rhythm, in five steps.
- 1
Free consultation
A 30 minute call to review your current books, software, and where things stand today.
- 2
Cleanup & setup
We reconcile any backlog and set up or migrate your accounting software.
- 3
Monthly cycle
Categorization, reconciliation, AP and AR, and payroll run on a fixed monthly schedule.
- 4
Reporting
You receive clear financial statements every month, well before year end.
- 5
Accountant handoff
At year end, your accountant receives a tax-ready package. No cleanup required on their side.
Pricing
Plans sized to your business.
Pricing depends on transaction volume, entity count, and how many services you need beyond core bookkeeping. These are starting points, and we confirm a clear quote after a short call.
Starter
For smaller businesses getting their books under control.
Growth
For growing businesses with more activity and more moving parts.
Scale
For larger or multi-entity businesses that need more depth.
Who we work with
Whether you own the business, or file its taxes.
Business owners
Keep the accountant you already trust. We take the monthly bookkeeping off your plate so nothing piles up before tax season.
- Real-time visibility into cash position, not just year-end surprises
- One point of contact for books, payroll, and AP/AR
- Your existing accountant relationship stays exactly where it is
Accounting firms
A referral partner, not a competitor. We never file tax returns. If bookkeeping is the part of the engagement your firm would rather not carry, we handle it and send reconciled, tax-ready books every year.
Ready for books that are always ready?
Book a free 30 minute call. We will look at where your books stand today and what a monthly cycle with Fintrix would look like.