Financial Organization & Day-to-Day
The day-to-day accounting support that keeps your financials organized. Bank and credit card reconciliations, vendor/AP organization, sales tax support, and payroll coordination — handled on a steady cadence so nothing piles up. If you’re replacing someone who left a mess, this is usually where Annie starts.
What's in it
- Bank, credit card, and merchant account reconciliations
- Vendor / AP organization and bill pay approvals
- Invoicing and accounts receivable follow-up
- Payroll coordination with your payroll provider
- Sales tax support across the states you owe in
- Cleanup of prior-period accounting if things are behind
You probably need this if
The person handling your books left and you’re weeks behind.
Your bank account hasn’t reconciled in months.
You’re paying bills late at night because nobody else is doing it.
You don’t trust how transactions are categorized.
How it works
Weekly for bills and invoicing, monthly for reconciliations and close. Each month you get an organized set of financials and a real handoff — not a Slack message that says “done.”
Ready for books you can actually trust?
Thirty minutes with Annie.