What it does
Organises a small business's tax materials for its accountant from closed books.
Works with your apps
- QuickBooksProfit and loss, vendor payments and the company record.One of these
- XeroProfit and loss, payments by contact and the organisation record.One of these
- StripePayments to contractors made through it.Optional
- PayPalPayments to contractors made through it.Optional
- GustoContractor payments run through payroll.Optional
- GmailTax-form requests and the accountant packet saved as drafts.Optional
- OutlookThe same, for Outlook.Optional
Routines it runs for you
Set up with you in a quick chat, so each one fits you. Switch on the ones you want.
- Quarterly tax prepOn its own schedule
More for finance
- Will I have enough cash?Maps your cash day by day and spots the tightest point before payroll or rent, from your books or a bank export.
- Close my books for the monthReconciles the month against your payouts, flags what needs you and explains the month in plain words.
- Chase who owes me moneyRanks your overdue invoices from your books or an export and drafts one reminder per client in your voice, so the money comes in.
- Pay my billsReads and codes your bills, checks your cash and proposes what to pay and when, so you release each payment with confidence.
- Get payroll readyTotals hours, flags every timecard issue, checks your cash and stages payroll for you to submit.
- Get my finances straightKeeps your books clear and your invoices moving: reads your books weekly, drafts reminders for late payers and closes each month plainly.
Put Get my taxes ready for my accountant to work.
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