Full-Service Accounting & Payroll

For growing businesses with multiple accounts, employees, and payroll compliance needs who require accuracy, timeliness, and structured reporting.

What’s Included in Optimize

Everything you need to scale your operations without the back-office bottleneck.

Everything in Stabilize

Clean books, monthly reconciliations, and compliance-ready financials.

Payroll & Compliance

Accurate payroll processing and compliance management for your growing team.

Multi-Account Management

Seamless tracking across multiple bank accounts and credit lines.

Structured Reporting

Detailed monthly reporting packages delivered on a predictable schedule.

Timely Closes

Month-end closes done accurately and on time, every time.

Expense & Cash Monitoring

Keep a close eye on your cash flow and categorized expenses.

OPTIMIZE

Full-Service Accounting & Payroll

Best for: Growing businesses with multiple accounts, employees, and payroll compliance needs who require accuracy, timeliness, and structured reporting.

What’s Included

Comprehensive financial control built to run smoothly in the background.

  • ✓
    Everything included in the Stabilize tier
  • ✓
    Dedicated payroll processing & compliance
  • ✓
    Reconciliation for multiple accounts/credit lines
  • ✓
    Comprehensive month-end reporting packages
$800 / month

Your exact fixed monthly fee depends on:

  • ⚓ Number of employees & payroll frequency
  • ⚓ Account complexity
  • ⚓ Payroll filing responsibility (client vs. firm)

Explicit Exclusions:

  • ✕ HR compliance or employee relations
  • ✕ Advanced cash flow forecasting
  • ✕ Strategic planning or KPI dashboards
  • ✕ Sales/Use tax filings (unless added separately)
THE PROCESS

How Optimize Works

A seamless integration of accounting and payroll into your daily operations.

01

Ecosystem Audit

We review your current accounting software, bank feeds, and payroll systems to ensure everything is connected securely and functioning properly.

02

System Implementation

We establish your baseline, correct any historical discrepancies, and set up the automated workflows needed to handle your growing transaction volume.

03

Active Management

We run your payroll, manage multi-account reconciliations, and deliver structured financial reports to you on a reliable, predictable monthly schedule.

Ready to take control of your numbers?

We create financial control so your operations run smoothly. Let’s build the financial setup that will scale.