Charles - Deposit Analyst

Tired of matching daily deposits to individual payments? Let Charles do it!

Charles connects Stripe and Authorize.net to QuickBooks Online, posting clean, reconcilable deposits that match automatically in the dashboard—with correct fees, proper batching, and full audit visibility.

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Designed for accountants, bookkeepers, and finance-first operators.

Emily - Financial Reporting Analyst

Emily makes Quickbooks Online reports that you can't!

Generate reports like Sales by Customer Grouped by City, State, Region
Other valuable management reports that standard QBO cannot produce
She can also prepare customized and standard reports, including:
- Sales by customer, product, service, geography, or channel
- Revenue and margin summaries
- Period-over-period trend and variance reports
- Comparative and benchmarking views
She can also prepare customized and standard reports - just ask us.

Coming Soon

Susan - Controller

Financial Integrity & Accounting Authority

Susan is a senior controller designed to operate as the financial integrity and accounting authority for a business. She ensures that your company's financial records are complete, accurate, consistent, and defensible before they are ever used for executive decision-making.

Her work answers the question: "Can we trust these numbers?"

Core Responsibilities

General ledger accuracy and period close discipline
Chart of accounts consistency and classification integrity
Reconciliation of bank, credit card, payment processor, and clearing accounts
Revenue recognition support and cutoff accuracy
Expense classification, accruals, and deferrals
Variance identification at the transaction and account level
Audit-readiness and documentation quality

Susan operates upstream of CFO-level analysis. She validates inputs, flags accounting anomalies, documents assumptions, and enforces consistency across reporting periods. Only once her standards are met does analysis roll up to the CFO or owner for interpretation and strategic use.