Skip to content
Bookkeeping & VA templateLive demo · sample business All templates Use this template
Demo: On your own site, this opens your client portal: TaxDome, Karbon, Canopy, SmartVault, Dubsado, HoneyBook, a shared drive or any login page you use. Book a free call

All services

Bookkeeping

Invoicing & bill pay

We send your invoices, follow up (politely) on the late ones and schedule your bills, so cash comes in sooner and nothing gets a late fee.

Book a free call

Starting at$200 a month

What’s included

  • Invoices sent on your schedule
  • Friendly follow-ups on late payments
  • Bills collected in one place
  • One-tap approvals before anything is paid
  • Payments scheduled on time
  • A weekly cash snapshot

Great for: Businesses that bill clients every month or juggle lots of vendors.

What to expect

Tell us what to bill and when. We send branded invoices, set up online payment and follow up on anything overdue, in your voice, on a schedule you choose.

On the other side, we collect your bills in one place, get your approval with a single tap and schedule payments right before they’re due.

Packages

Bookkeeping packages

  • Essentials

    Up to 75 transactions a month

    • 2 bank or card accounts
    • Monthly reconciliations
    • Profit & loss and balance sheet
    • Email support, next-day replies

    Total$300a month

    Start with Essentials
  • Full Service

    Up to 600 transactions a month

    • Unlimited accounts
    • Everything in Growth
    • Payroll for up to 10 people
    • Sales tax filings
    • Quarterly planning call

    Total$950a month

    Start with Full Service

Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.

Questions

About Invoicing & bill pay, answered

Something else on your mind? Ask us anything.

Will you pay bills without asking me?

Never. You approve every bill before it’s paid. We just get it ready and make sure it goes out on time.

Let’s get your evenings back

Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.

We reply within one business day, usually sooner.