Division · BK-
Bookkeeping & Accounting
Monthly books, payroll, and financials — production-ready.
Monthly bookkeeping, payroll coordination, financial reporting, and QuickBooks support powered by recurring-engagement pipelines.
A bookkeeping operations platform with monthly close cycles, client request queues, payroll handoffs, and financial-report delivery tracking.
Services
What this division ships with.
Monthly Bookkeeping
Recurring close cycles with checklist enforcement.
Payroll Coordination
Payroll run prep, approvals, and filings.
Financial Reporting
Monthly packages and KPI dashboards.
QuickBooks Support
Cleanup, catch-up, and ongoing maintenance.
Pipelines
Stage-aware workflows
- Engagement → Onboarding → Monthly close → Reports delivered → Renewal
- Cleanup → Catch-up → Current
Automations
Pre-wired triggers
- Monthly close reminders
- Document request loops
- Late-payment dunning
- Renewal alerts
Workforce
Staffing, onboarding, and role permissions.
W-2 Employees
- · Bookkeepers and senior accountants
- · Reviewers
- · Engagement managers
1099 Contractors
- · Contract bookkeepers
- · Cleanup specialists
Client Experience
What your clients see.
Monthly portal
Document requests
Financial packages
Recurring invoices
Ideal For
Industries and use cases.
Small business bookkeeping firmsCPA back officesFractional CFO practices
Modules Included
CRMEngagement PipelineDocument VaultSubscriptionsSupport
White-Label Options
- · Firm-branded portals
- · Reseller engagement plans
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