Services / Business Services
Your entire back office, run by Xel.
Bookkeeping, payroll, formation, and compliance — handled by one team that already knows your numbers, at a fraction of the cost of doing it in-house.
What's in the ledger.
Business services
BUS—310AccountingMonthly close, clean books, reconciliations, and statements you can hand a banker — on the reporting rhythm we agree with you.VIEW →
BUS—315Fractional CFOCash forecasts, KPI dashboards, pricing analysis, and lender-ready reporting — a finance chief without the hire.VIEW →
BUS—320Payroll & HROn-time payroll, filings, and the HR paperwork that keeps you out of trouble.VIEW →
BUS—330Business FormationEntity selection, registration, and elections — set up right the first time.VIEW →
BUS—340Registered Agent & Virtual OfficeA compliant presence in every state you operate — mail, filings, and deadlines handled.VIEW →
How an engagement works.
Four stepsSTEP 01
Assess
We review your books, payroll, and filings as they stand — and price the engagement flat, up front.
STEP 02
Clean up
Months (or years) behind? We bring everything current before the monthly rhythm starts.
STEP 03
Run monthly
Books closed on an agreed rhythm, payroll run on schedule, compliance calendar tracked without reminders from you.
STEP 04
Report & advise
Reporting and commentary on the deliverables agreed with you — and a CPA who flags tax moves while there's still time to make them.
FAQs.
Quick answersWe're behind on our books. How bad is that?Common, and fixable. Catch-up bookkeeping is one of the most frequent projects we take on — most businesses are current within a few weeks.
What software do you use?QuickBooks Online is our standard, plus best-in-class tools for payroll, receipts, and bill pay. If you're on something else, we'll either work in it or migrate you cleanly.
How is this priced?Monthly pricing scoped to transaction volume and complexity, quoted at your free consultation. Anything outside that scope is agreed with you before we start it, never discovered on an invoice.
Can you take over mid-year?Yes. We onboard mid-year constantly — books transfer over, payroll switches at a quarter boundary, and your filings don't skip a beat.
Available at every office.
And everywhere elseWork with a local advisor in person, or run the whole engagement remotely — same team, same portals, same standard.