Everything yourfinance team does.
Bookkeeping, tax, payroll and CFO-level advice from one team — on one fixed monthly fee.
Four services. One team.
Choose a single service or hand us the whole back office. Either way you get one point of contact and one invoice.
Bookkeeping & monthly close
We categorize every transaction, reconcile every account and close your books by the 5th business day, so your numbers are always current.
- Bank, card & loan reconciliation
- Payables & receivables
- Monthly P&L, balance sheet & cash flow
- Catch-up and clean-up projects
Tax preparation & planning
Business and personal returns prepared by CPAs, plus year-round planning to legally lower what you owe.
- Federal, state & local returns
- Quarterly estimated taxes
- Entity & owner-salary planning
- IRS notice support
Payroll & compliance
Accurate, on-time payroll for employees and contractors, with every filing handled in every state where you hire.
- Direct deposit & pay stubs
- Payroll tax filings
- Benefits & PTO tracking
- W-2s and 1099s
Fractional CFO & advisory
Senior financial leadership for growing companies — without the cost of a full-time hire.
- Budgets & rolling forecasts
- 13-week cash-flow planning
- KPI dashboards
- Board & investor reporting
Add-ons, when you need them.
Bolt any of these onto a plan, or book them as one-off projects.
What it costs to do it in-house.
A full finance team on payroll is expensive. We give you the same depth for a fraction of the cost.
An in-house team
- One person, with no backup when they’re out
- Tax work and CPA review billed separately
- Software, training and turnover costs
- Hiring again as soon as you outgrow them
Northvale
- A full team: bookkeeper, CPA and advisor
- Tax planning and filing built in
- Software setup and support included
- Scales up or down with your business
Common questions.
The things owners ask most before they switch. More answers on our FAQ page.
Usually not. We work in the most common cloud accounting tools and only recommend a switch if your current setup is costing you time or accuracy.
Yes. Many clients start with bookkeeping or tax and add payroll or advisory later. Your monthly fee simply changes with the scope.
Most clients are fully onboarded within two weeks. Catch-up projects depend on how many months need work — you’ll get a timeline on the first call.
A dedicated accountant leads your account, backed by a CPA reviewer and specialists for tax, payroll and advisory.
