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Everything Your Back Office Needs

From bookkeeping to business credit — we handle the admin so you can focus on building. One team, one platform, one invoice.

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Accounting & Bookkeeping

Full-service bookkeeping, QuickBooks setup & management, monthly closes, reconciliation, and financial statement preparation.

What's Included:

  • Monthly bookkeeping, categorization & bank reconciliation so your books are always clean and audit-ready
  • QuickBooks Online setup, cleanup & training tailored to your industry
  • Profit & loss, balance sheet, and cash flow statements prepared monthly
  • Accounts payable & receivable tracking so nothing slips through the cracks
  • Year-end close & financial package prep to make tax season stress-free

Payroll & Compliance

End-to-end payroll processing, sales tax compliance, W-2s/1099s, and payroll tax filings — done right every time.

What's Included:

  • Full-service payroll processing for employees and contractors — on time, every time
  • Federal, state & local payroll tax filing with zero late penalties
  • W-2 and 1099 preparation and distribution at year-end
  • Sales tax registration, collection tracking & multi-state filing
  • Multi-state payroll support for businesses operating across state lines

Tax Preparation

Individual and business income tax prep, tax planning strategy, and year-round guidance to keep your liability low.

What's Included:

  • Individual, LLC, S-Corp & C-Corp tax returns prepared accurately and on time
  • Proactive tax planning strategy to legally minimize what you owe before year-end
  • Quarterly estimated tax calculations so you never get hit with a surprise bill
  • IRS audit support and representation — we stand by our work
  • Year-round access to tax guidance, not just during filing season

Virtual CFO On-Call

Financial projections, cash flow strategy, budgeting, and KPI dashboards — executive-level insight at a fraction of the cost.

What's Included:

  • 12-month financial projections and scenario modeling to plan for growth
  • Cash flow forecasting and management so you always know what's coming
  • Custom budget creation with monthly variance reporting to keep you on track
  • KPI dashboards that turn your numbers into clear, actionable decisions
  • Strategic financial advisory — a trusted partner in every major business decision

Entity Formation

LLC, S-Corp, C-Corp formation, registered agent services, operating agreements, and annual compliance filings.

What's Included:

  • LLC, S-Corp & C-Corp formation filed correctly in your state from day one
  • EIN application with the IRS so you're ready to open accounts and hire
  • Operating agreements and corporate bylaws drafted to protect your ownership
  • Registered agent services to keep your business in good standing
  • Annual report and compliance filings so you never lose your entity status

Business Education

QuickBooks Online courses, bookkeeping 101, Google Workspace training, and custom on-demand workshops for your team.

What's Included:

  • QuickBooks Online training customized to how your business actually operates
  • Bookkeeping fundamentals so you understand your numbers, not just your accountant
  • Google Workspace setup and training for a fully organized, paperless office
  • Custom team workshops on financial literacy, expense tracking & reporting
  • On-demand video courses you can revisit anytime your team grows

Virtual Assistant Services

Scheduling, transcription, travel arrangements, phone service, mail forwarding, and day-to-day admin — all handled remotely.

What's Included:

  • Calendar and scheduling management so you focus on revenue-generating work
  • Professional transcription for meetings, interviews and recorded content
  • Travel research and booking — flights, hotels, and itineraries handled for you
  • Live phone answering service so your clients always reach a real person
  • Mail forwarding and document scanning for a fully virtual back office

Document Management

Custom folder structures, paperless workflows, project management, and secure digital document storage solutions.

What's Included:

  • Custom digital folder structures built around your business workflow
  • Paperless office setup — scan, store and retrieve any document in seconds
  • Project management system implementation to keep your team aligned
  • Secure cloud storage with controlled access and backup protocols
  • Document retention policies that keep you compliant and audit-ready

Credit & Expense Management

Business credit repair, expense tracking, bill pay automation, and fuel & fleet management support.

What's Included:

  • Business credit monitoring and repair to strengthen your borrowing power
  • Expense tracking and categorization that makes tax deductions easy to capture
  • Bill pay automation so vendor payments are never late and always documented
  • Fuel and fleet expense management for contractors and field-based businesses
  • Vendor payment coordination to maintain strong supplier relationships

Our Tech Stack

We work with the best platforms and tools to deliver exceptional service

QuickBooks
QuickBooks
Xero
Xero
Wave
Wave
Zoho Books
Zoho Books
Sage
Sage
NetSuite
NetSuite
Yardi
Yardi
RealPage
RealPage
Expensify
Expensify
Bill.com
Bill.com
Gusto
Gusto
ADP
ADP
Stripe
Stripe
Google Workspace
Google Workspace
Microsoft 365
Microsoft 365
Slack
Slack
Zoom
Zoom
Salesforce
Salesforce

Industries We Serve

We work with businesses across all industries, providing tailored accounting solutions for your unique needs

Real Estate
E-commerce & Online Retail
Professional Services (Lawyers, Consultants, etc.)
Healthcare & Medical Practices
Restaurants & Food Service
Construction & Contractors
Creative Agencies & Marketing
Technology & SaaS
Retail & Brick-and-Mortar
Nonprofits & Associations

Frequently Asked Questions

Everything you need to know before getting started.

Let's Work Together

Ready to Simplify Your Back Office?

Let's talk about how we can support your business. Schedule a free consultation today and see the NerdyGirl difference.

Trusted by 500+ businesses across all 50 states