Accounting & CFO services for United States businesses.

Bookkeeping in United States

$400 per month · up to 150 transactions a month · USD

US bookkeeping breaks on two things: state sales-tax nexus nobody noticed accruing, and contractor payments that were never coded as reportable. We keep QuickBooks Online reconciled weekly so the 31 January 1099-NEC and W-2 run is a report rather than a reconstruction, and so revenue is tagged by destination state before a $100,000 threshold turns into a registration you have already missed.

Catch-Up Bookkeeping in United States

$225 per month of backlog · USD

A US catch-up is almost always triggered by a return you cannot file. We work backwards from whichever deadline bites first — 15 March for an S-corporation or partnership, 15 April for a C-corporation — and rebuild the periods behind it. Unregistered state sales-tax exposure is the part clients rarely expect, so we reconstruct revenue by state at the same time and size it before you register.

Accounting Cleanup in United States

$3,750 12-month reconstruction · USD

A US cleanup surfaces the same three things again and again: a chart of accounts inherited from a template, owner draws sitting in expenses, and sales tax collected in a state but never remitted. We reconcile every account to statement, correct equity and opening balances, and quantify the state exposure so it is resolved deliberately rather than discovered in diligence.

Accounts Payable in United States

$1,000 per month · 50–300 invoices · USD

US accounts payable carries the 1099 problem. Every contractor paid through AP needs a W-9 on file, because 1099-NEC is due to recipients and the IRS on 31 January and reconstructing a year of vendor data in January never goes well. We run AP through Bill.com, make W-9 collection part of vendor onboarding, and code payments so year-end reporting is already done.

Accounts Receivable in United States

$800 per month · USD

US receivables run into sales tax the moment you invoice across state lines. Charging the wrong rate — or none, in a state where you have nexus — creates a liability you owe whether or not the customer ever pays. We invoice with tax applied through Avalara or TaxJar, chase on a published schedule, and report DSO alongside the state-by-state tax position.

Payroll in United States

$200 per month · up to 10 staff · USD

US payroll is two problems wearing one name: paying people correctly across state lines, and the worker-classification question underneath it. Contractors coded as ordinary vendors all year become a 31 January scramble, because 1099-NEC and W-2 both land that day. We run payroll through Gusto or QuickBooks Payroll, reconcile it to the ledger monthly, and keep contractor data clean year-round.

Controller in United States

$3,000 per month · USD

A US controller earns their keep at the accrual boundary. Most QuickBooks files run on cash, which is fine right up until revenue recognition, deferred revenue or an investor asks for GAAP statements. We own the close, move you to accrual under US GAAP, and produce a management pack that ties to the 1120 or 1120-S your CPA will file — not a second set of numbers.

Virtual CFO in United States

$3,500 per month · USD

A US virtual CFO spends most of the year on cash timing. Estimated tax instalments fall on 15 April, 15 June, 15 September and 15 January, the annual return follows on 15 March or 15 April depending on entity type, and new state sales-tax registrations quietly add liabilities in between. We forecast the whole picture so tax is a line in the model rather than a surprise.

Tax Preparation in United States

$350 per return · USD

US tax preparation is entity-shaped before it is anything else. An S-corporation or partnership return is due 15 March, a C-corporation return 15 April, and estimated instalments run quarterly through the year. We prepare the return and the supporting workpapers to a review-ready standard and coordinate with your CPA or enrolled agent, who signs and files. Multi-state filings are scoped separately, because nexus is.

Sales Tax · VAT · GST in United States

$225 per month, managed · USD

There is no federal sales tax in the United States — only thousands of state and local jurisdictions, each with its own rate, registration and due date. Economic nexus, commonly $100,000 in sales or 200 transactions into a state, creates the obligation with no physical presence at all. We monitor thresholds state by state and file on each state's own calendar.

Fundraising Finance in United States

$8,000 per project · USD

US diligence is the most standardised in the world and the least forgiving. Investors expect accrual US GAAP statements, ASC 606 revenue recognition, a cap table that reconciles to the ledger, and a current 409A. Unregistered state sales-tax exposure is the classic late discovery. We build the data room and quantify the exposures before an investor's accountant finds them.

Tech Stack Migration in United States

$1,750 per entity · standard · USD

A US migration is usually a move off spreadsheets or a legacy desktop file onto QuickBooks Online or NetSuite, and the hard part is never the data — it is the sales-tax engine. We wire Avalara or TaxJar so rate determination and nexus tracking run without maintenance, standardise the chart of accounts for US GAAP, and reconcile opening balances to the last filed return.

White-Label Accounting in United States

US firms come to us in January and leave in May. The bottleneck is rarely review capacity — it is preparation: workpapers, schedules, reconciliations and the 1120 and 1120-S packages that have to be ready before a partner can sign anything. We work inside your firm's systems under your naming conventions and deliver review-ready files. Your CPA reviews, signs and files.