Compliance
Organized, tax-ready books.
- Monthly bookkeeping
- Monthly financial reports
- Year-end records for your tax preparer
ACCOUNTING FOR MICRO BUSINESSES
Monthly accounting.
Less admin.
Bookkeeping, financial reports, and payroll for businesses with fewer than 20 employees. We use technology and standard processes to keep costs down, and pass the savings on to you.
Accounting software is included. Payroll software is included with selected payroll.
For businesses with fewer than 20 employeesSoftware costs includedMonthly services with a defined scope
SERVICE PLANS
Choose the help
you need.
Start with standard bookkeeping, work with us on more detailed reporting, or have us handle the accounting admin. Each plan spells out who does what.
Partnered
Understand your business and profits.
- Everything in Compliance
- Profitability reporting
- Cloud collaboration, with savings passed on to you
- Sales tax within the included scope
Stratified
Fully managed accounting.
- Everything in Partnered
- Client invoicing and payment management
- Vendor bill and payment management
- Payroll included · unlimited employees and states
- Custom Reports + Financial Analysis
- Sales tax in unlimited states
Accounting software is included in every plan.
Payroll is optional for Compliance and Partnered and included in Stratified. Payroll software is included.
WHAT WE DO
The work,
service by service.
Here is the accounting work we can handle for you. The plan comparison shows where each service is available.
Bookkeeping
Tax-oriented or added insightUs
- Organize business activity, check account balances, and prepare monthly financial reports.
- Provide more detailed reporting and financial analysis to help you understand the results.
You
- Maintain connections and provide accurate records.
- Review reports, answer questions, and make business decisions.
Payroll
Limited or full scopeUs
- Set up employee records and process approved pay details.
- Handle routine payroll tax filings through included payroll software.
You
- Provide accurate employee information and pay details.
- Approve pay information and make employment decisions.
Sales Tax
Filing and payment supportUs
- Prepare and file routine sales tax returns from your records.
- Coordinate the filing schedule and required payments.
You
- Maintain registrations and provide complete sales records.
- Approve filings and provide the information and funds needed.
Client Invoice Management
Client-operated or managedUs
- Prepare and send invoices, record payments, and review unpaid items.
You
- Provide accurate billing details.
- Approve changes and refunds.
Vendor Bill Management
Client-operated or managedUs
- Organize vendor bills and receipts, then schedule approved payments.
- Review vendor balances and follow up on missing records.
You
- Verify vendors and purchases, and keep your business receipts.
- Approve payments and provide missing information.
Other Add-On Services
Planning, reporting or catch-upUs
- Prepare forecasts, budgets, business performance reports, and other additional accounting work.
You
- Choose the additional help you need.
- Provide the records and decisions needed for that work.
HOW WE WORK
To help you stop working so hard.
Stratified Accounting exists to take some of the work of running a business off your plate. We focus on useful accounting, clear responsibilities, and keeping the cost of delivering those services down. The savings are passed on to you.
We want our work to be the reason you stay.
Our work product is our customer service.
TECHNOLOGY
Technology that
lowers your costs.
Technology should reduce the work and its cost, with the savings passed on to you. Accurate information, clear roles, and monthly review still matter.
How the software fitsTechnology at the heart of the work
We build standard processes around technology to do more with less. The time and cost savings are passed on to you through our service pricing.
Included software, chosen for the work
Compliance uses a custom internal accounting tool. Partnered and Stratified use cloud collaboration software from approved vendors. Those costs are included, and the savings are passed on to you.
Automation with monthly review
We use automation to reduce repeated entry and pass the savings on to you. We still check the monthly books, review exceptions, and ask for missing information.
You keep control
Approved systems help us reduce administration and pass the savings on to you. You maintain access and approve payroll, filings, refunds, and payments within your scope.
BEFORE YOU CHOOSE
Know what to expect.
Our questions page covers receipts, software, payroll, tax returns, and changing needs.
Read common questionsDo I need to buy accounting software?
Accounting software is included in every plan. Payroll software is included with optional payroll in Compliance and Partnered, and payroll is included in Stratified. We pass our technology savings on to you. Bank charges, processing charges, and taxes owed remain separate.
What is the difference between the plans?
Compliance covers standard monthly bookkeeping, financial reports, and year-end records. Partnered adds profitability reporting, sales tax within its limits, and client-operated invoice and bill software, with technology savings passed on to you. Receipt management sits under Vendor Bill Management. Stratified includes managed accounting, payroll with unlimited employees and states, Custom Reports + Financial Analysis, and unlimited-state sales tax.
Will you keep track of my receipts?
Receipt management is part of Vendor Bill Management in Partnered and Stratified. We track receipts against purchase and vendor-bill records. You keep your business receipts and provide missing records. Compliance excludes receipt management.
Think we can help? Let’s connect.
Ask about your business, or check your fit in the plan calculator.