Services
Everything you'd hand off to a CFO, handled.
We work as your back-office finance team — quietly, accurately, and with the franchise-specific fluency most generalist bookkeepers don’t have.
Overview
We handle the day-to-day so you can run the business. Every transaction is categorized to your chart of accounts, every bank and credit card account is reconciled to the statement, and you get a tidy financial package by the 15th of each month.
15th
Books closed by this day, every month
100%
Accounts reconciled to the statement
12+ hrs
0
Why It Matters
Make decisions on real numbers, not the balance in your checking account.
Signs You Need This
- You can't answer 'what was profit last month?' in under 30 seconds
- Your bank balance is your only KPI
- Reconciliations are months, or years behind
- Your CPA charges a 'cleanup' fee every single year
- You've ever filed an extension just to buy time for the books
- Transaction categorization in QuickBooks Online
- Bank, credit card, and loan reconciliations
- Monthly P&L, Balance Sheet, and Cash Flow
- Slack/email access to your bookkeeper
- Year-end CPA hand-off package
Profit & Loss (monthly + YTD)
Statement of Cash Flows
01
Diagnostic & onboarding
We review your current setup, connect bank and card feeds, and standardize your chart of accounts.
02
Monthly close
Each month we categorize transactions, reconcile every account, and post adjusting entries.
03
Report delivery
By the 15th you get a clean financial package — P&L, Balance Sheet, Cash Flow, and reconciliation reports.
04
Review & support
Slack/email access all month. Optional monthly review call to walk through the numbers in plain English.
QuickBooks Online
Gusto / Paylocity
The great people at CenTex keep my business moving right alone so I don't miss a beat. They are thorough organisation starting at the top with Paul as the owner, to the people who I deal with on a daily basis, who are Jason, Sawan and Carrie. I would recommend these guys to anyone needing Payroll and Bookkeeping services.
- Brad Condon
What accounting software do you use?
QuickBooks Online is our standard. If you’re on Xero or Wave, we’ll discuss whether to migrate.
When do I get my reports?
By the 15th of the following month, sooner if your statements close earlier.
Do I have to switch banks or change my processes?
No. We work with your existing bank, credit card, merchant processor, and POS. We connect via secure read-only feeds wherever possible.
What if I'm behind on my books before we start?
We’ll quote a one-time cleanup so month one starts on a clean baseline. See our Cleanup & Catch-Up service.
Can my CPA talk directly to you?
Yes, and they’ll love us for it. We give your CPA direct access to a year-end package built the way they want it.
Who It’s For
- Owners who haven't looked at their books in months
- Franchisees juggling multiple locations
- Service businesses doing $250K–$10M in revenue
Who It’s For
Onboarding takes 5–10 business days. Your first monthly close lands by the 15th of the following month.
Flat monthly pricing based on transaction volume and account complexity — never hourly. Most service businesses land between $450 and $1,500 / month.
Monthly
Bookkeeping
Categorized transactions, reconciled accounts, and a clean P&L delivered every month.
Payroll (with Paylocity)
Full-service payroll setup, processing, W-2s, W-3s, and quarterly 941 / annual 940 filings.
Bill Pay &
Invoicing
Vendor management, AP/AR, and clean invoicing so cash keeps moving.
Financial Statement Prep
Tax-ready statements your CPA will love. No surprise April scrambles.
Profit & Cash Flow Tracking
Real numbers, real insight — know where you're making money and where it's leaking.
1099 & Year-End Reporting
Contractor 1099s, year-end recs, and a fully buttoned-up close.
Franchise
Reporting
Royalty calculations, multi-unit consolidation, and franchisor-facing reports done right.
Cleanup &
Catch-Up
Behind on bookkeeping? We rebuild your books and get you current — often in weeks, not months.
Not sure what you need? Start here.
We’ll listen first, recommend second. No pressure, no jargon, no proposals you don’t ask for.