Operational Finance Support Services

*Rates vary depending on company size, number of transactions, etc.

The Payables Polish

One-Time AP Clean-Up & Organization Service
For businesses needing a fresh start and clear AP records. Clean, organized, and stress-free vendor management starts here.

Starting at $800/mth

(Final quote will be provided after discovery call)

  • ✓Review statements & clean up unpaid bills

    ✓Organize vendor info & records

    ✓Correct AP aging report

    ✓Reconcile AP transactions

    ✓Create simple tracking system

    ✓Duplicate vendor clean up

    ✓Summary Report with findings and action recommendations

    ✓Optional: Setup improvement suggestions for smoother payables going forward

Quarterly Clean Sweep

For businesses who fall behind on reconciling and need to catch up.

(Final quote will be provided after discovery call)

  • ✓Reconcile 3 months of bank & credit card transactions
    ✓Match payments + clean up errors
    ✓ Provide updated reconciliation reports
    ✓ Sync balances across your books

Reconcile & Realign

Monthly bank and credit card reconciliation.
Perfect for business owners who want clean, accurate books without touching the backend.

Starting at $800/month

(Final quote will be provided after discovery call)

  • ✓Reconcile bank accounts & credit cards monthly
    ✓ Match payments to invoices & bills
    ✓ Investigate discrepancies
    ✓ Ensure AP records align with your financials
    ✓ End-of-month reconciliation summary

The 1099 Game Plan

Payment prep made simple—for businesses who need clean, compliant reports without the stress of figuring it out alone.

E-filing is not included. You’ll receive a clean, ready-to-file report that can be submitted via IRS systems or forwarded to your accountant/tax preparer.

(Final quote will be provided after discovery call)

  • ✓Review of vendor payments to identify 1099-eligible contractors
    ✓W-9 collection assistance (request template + instructions)
    ✓Organized 1099 summary report (PDF + spreadsheet)
    ✓Individual contractor payment breakdowns
    ✓Delivery checklist with easy filing instructions
    ✓Optional: 30-minute review call to go over contractor setup best practices