SMB First Services

For businesses seeking clarity, consistency, and peace of mind.

 

Ideal for:

New or early-stage businesses needing foundational support.

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Focus:

Clean, compliant, and consistent financial records — the foundation for growth.

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• Bookkeeping: Monthly transaction posting (QuickBooks Online)

• Payroll: Up to 5 employees, standard pay cycles

• Reconciliation: Monthly (bank, credit card, and loan accounts)

• Financial Reporting: Standard monthly reports (Profit & Loss, Balance Sheet, Cash Flow)

• Support Access: Email support with 2-business-day response time

• Delivery Format: Standard PDF reports or access via QBO; no customizations

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For growing businesses needing integrated compliance and time-saving automation.

 

Ideal for:

Small businesses with employees, multiple vendors, or expanding operations.

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Focus:

Streamlined financial operations and reliable reporting to support scaling teams.

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• Bookkeeping: Weekly transaction posting

• Payroll: Up to 15 employees, includes basic onboarding/offboarding

• Accounts Payable (A/P): Weekly vendor invoice intake and payment scheduling

• Accounts Receivable (A/R): Weekly customer invoicing and payment tracking

• Reconciliation: Weekly for all active accounts

• Financial Reporting: Standard monthly financial reports

• Support Access: Email support + 1 scheduled live call per month

• Delivery Format: PDF or online dashboard via QBO portal (no customizations)

For high-velocity businesses requiring real-time visibility, daily processing, and proactive cash control.

 

Ideal for:

Businesses scaling quickly, managing complex financial activity, or needing precision and oversight.

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Focus:

Financial clarity, operational control, and cash confidence — powered by daily accuracy and proactive insights.

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• Bookkeeping: Daily transaction posting (standard business days)

• Payroll: Unlimited employees, multi-frequency cycles, includes payroll change management

• Accounts Payable (A/P): Daily invoice processing and vendor coordination • Accounts Receivable (A/R): Daily customer invoicing, follow-ups, and receipt tracking

• Reconciliation: Continuous account reconciliation throughout the month

• Financial Reporting: Custom reports by class, department, or owner view

• Cash Flow Forecasting: 13-week rolling forecast updated monthly

• Data Integrity Monitoring: Alerts on uncategorized entries, sync issues, and data irregularities

• Support Access: On-demand calls during business hours or by appointment

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