Closed by the 10th
Daily Categorization & Bank Feeds
Full-cycle bookkeeping
Daily transaction matching, multi-account reconciliation, and spotless month-end financial packages delivered like clockwork.
Your books, closed
on time. Every month.
QuickFigures runs bookkeeping, payroll, and tax prep for small businesses, so you can spend your hours growing.
Net IncomeQ1 - Q2
Feb
Mar
Apr
RevenueExpense
Net Cash BurnActive
-$18,420/ mo
Runway
2 yrs, 4 mths
Zero Date
Nov 2028
Andrea
Founder
Hey Gentry, I have a question about this month's cash burn...
Gentry
Owner
Hi Andrea, happy to help! All balanced and your runway is strong.
Payroll & TaxesJuly Cycle
May
Jun
Jul
WagesTax Withholding
Gross PayrollGusto Synced
$42,68028.4% of Sales
W-2 Staff
14 Active
1099 Contractors
4 Reconciled
Marcus
Owner
Hey Gentry, did July payroll and contractor 1099s reconcile with Gusto?
Gentry
Owner
Hi Marcus, all 18 team members matched and payroll tax reserves are locked!
StatementsQ1 - Q3
Q1
Q2
Q3
Net ProfitOperating Exp
Tax-Ready CloseAudit Verified
+$64,250Net Margin +24%
Linked Receipts
100% Match
Tax Reserve
$14,200 Locked
Elena
Founder
Hey Gentry, is our Q3 financial packet ready for our CPA's tax review?
Gentry
Owner
Hi Elena, your full CPA pack is exported with every receipt linked and zero errors!
Trusted by owner-run businesses across the US
- Marlow & Field
- Ridgeline Fitness
- Casa Verde
- Tidewater Dental
- Northbrook Interiors
- Halcyon Salon
Most owners do their books at 11pm.
Late reconciliations become late filings, missed deductions, and a business you steer by guesswork instead of numbers.
Everything behind the numbers, handled.
Complete back-office accounting so you never spend another late night categorizing bank transactions or chasing receipts.
Gusto & ADP Synced
Payroll and filings
Run automated payroll, handle multi-state tax withholdings, and keep contractor 1099 disbursements accurate.
Licensed CPA Oversight
Tax prep and filing
Quarterly tax estimates, maximum write-off deductions, and clean year-end workpapers ready for tax season.
Cash Flow Management
Payables and receivables
Vendor bills scheduled on time, client invoices tracked cleanly, and real-time visibility into working capital.
1-on-1 Monthly Strategy
Reporting and advisory
Custom P&L variance reports, gross margin breakdowns, and monthly video walkthroughs with Gentry.
Built for the rhythm of your industry.
Standard bookkeeping misses the metrics that run your business. We tailor your chart of accounts to your exact workflow.
HospitalitySpecialized Chart of Accounts
Closed by the 10th
Daily sales sync and prime cost clarity.
We connect your POS to reconcile daily batches, separate alcohol from food revenue, audit tip payouts, and keep weekly prime costs under tight control.
Prime Cost Target
31.2%
Daily Batch Sync
Automated
Integrations
ToastSquare7shiftsMarginEdge
ContractorsSpecialized Chart of Accounts
Closed by the 10th
Job costing and progress billing without guesswork.
Track expenses against specific bids, manage subcontractor 1099 compliance, run progress billings on time, and see true profit per job before closing.
Job Cost Accuracy
100%
WIP Reconciliation
Monthly
Integrations
BuildertrendProcoreQuickBooksGusto
Field ServicesSpecialized Chart of Accounts
Closed by the 10th
Dispatch invoicing and parts margin tracking.
Match field tickets to invoices, track van stock purchases, calculate multi-rate technician commissions, and maintain steady working capital across seasonal demand.
Ticket to Close
24 hrs
Parts Margin
+44%
Integrations
ServiceTitanHousecall ProJobberStripe
Design StudiosSpecialized Chart of Accounts
Closed by the 10th
Client retainers and trade procurement sorted.
Separate client deposit liability accounts, track vendor markups accurately, handle sales tax on physical installations, and bill project milestones cleanly.
Retainer Liability
Balanced
Procurement Margin
Verified
Integrations
Studio DesignerIvyDesignFilesQuickBooks
We work inside the tools you already pay for.
No migration you did not ask for. If your stack is somewhere else, we adapt to it.
Four moves from messy to closed.
From initial file cleanup to guaranteed monthly closes on the tenth, here is how we run your books.
Step 01•30-min call
Discovery call
Thirty minutes on your business, your current books, and the software you already pay for.
Live File Diagnostic
Stack Compatibility Check
Guaranteed Flat Quote
Bookkeeping Assessment
1-on-1 with Gentry
Bank Feeds & Ledger Audit
VerifiedTech Stack Integration (Gusto, Stripe, Toast)
SyncedFixed Monthly Price Lock
Guaranteed
"We look inside your live accounts together so you get an exact quote with zero surprise fees."
Step 02•3 to 5 days
Cleanup and migration
We take over your file, correct prior periods, and rebuild the chart of accounts so reports mean something.
Historical Catch-up
Chart of Accounts Overhaul
Balance Sheet Verification
Historical Cleanup Engine
Prior Period Adjustment
Uncategorized Backlog342 items
Accounting EquationBalanced
Assets: $420,850=Liabilities + Equity: $420,850
Chart of Accounts Overhaul:Audit-Ready
Step 03•By the 10th
Monthly close
Transactions categorised, accounts reconciled, payroll run, and the month closed by the tenth.
Weekly Categorization
Payroll & Sales Tax Matching
Guaranteed Delivery
Close Cadence Tracker
Monthly Closing Workflow
By the 10th
1Bank Feeds & Cards Reconciled
Done2Gross Payroll & 1099s Matched
Done3Adjustments & Depreciation
Done4Financial Packet Finalized
GuaranteedFinancial Statements:P&L, Balance Sheet, Cash Flow
Step 04•Monthly review
Review and plan
Statements land in your inbox, then your accountant walks you through what changed and what to watch.
Executive Statement Packet
1-on-1 Walkthrough with Gentry
CPA-Ready Year-End Hand-Off
Executive Financial Review
Monthly Insights Packet
Gross Margin
64.8% +3.2%
Cash Runway
28 Months
Gentry's Monthly Note:
"Revenues grew 8% MoM while operating expenses stayed flat. We recommend locking a 22% tax reserve before Q3 estimated tax deadlines."
CPA Year-End Handoff:100% Prepared
Meet the Founder
Behind QuickFigures is a dedicated partner, not an algorithm.
I founded QuickFigures after years in financial analysis and full-charge bookkeeping with one mission: to give small business owners their nights and weekends back.
Too many founders spend their Sunday evenings untangling bank feeds or dreading tax season. When you partner with us, you get clean books closed by the tenth of every month and honest, jargon-free answers whenever you need them.
Direct Founder Access
You have my direct email and Slack. No ticketing queues, automated bots, or generic call centers.
Licensed CPA Oversight
Every monthly close and year-end filing is reviewed by a licensed US CPA before hitting your inbox.
Proactive Advisory
We do not just categorize transactions. We walk you through margins, cash runway, and tax reserves.
Flat monthly pricing. No hourly surprises.
Growth
For teams with staff on payroll and money moving daily.
$749per month
- Everything in Essentials
- Payroll for up to 15 people, filings included
- Accounts payable and receivable
- Quarterly tax estimates
- A named accountant who knows your file
Essentials
$349per month
Solo owners and early businesses up to 150 transactions a month.
- Monthly bookkeeping and reconciliation
- P&L, balance sheet, cash summary
- Year-end file ready for your CPA
Custom
Let us scope it
Multi-entity, inventory, or a business mid-cleanup.
- Catch-up work for prior years
- Inventory and multi-entity books
- CFO-level forecasting and advisory
Loved by owners who value their time.
Over 80 small business owners rely on QuickFigures for spotless monthly closes, automated payroll, and tax peace of mind.
- Retail Boutique
"We closed nine months behind. QuickFigures cleaned it up in three weeks and we have not missed a single monthly close since."
DMDiane MarlowOwner, Marlow & Field - Health & Fitness
"I stopped doing payroll on Sunday nights. That alone paid for the plan within our first thirty days of onboarding."
DADominic AlvaradoCo-founder, Ridgeline Fitness - Interior Design
"Our CPA was thrilled during tax season. Every transaction was reconciled, receipts were linked, and we owed zero cleanup fees."
ERElena RostovaFounder, Nexus Design Studio - Restaurant & Bar
"Daily POS sales batches and food prime costs are updated like clockwork. I know our real profit margins every single Monday."
MVMarcus VanceManaging Director, Craft Kitchen Group - Construction
"Job costing used to be pure guesswork. Now every subcontractor invoice and supply receipt is tied directly to the right bid."
JHJulian HayesGeneral Contractor, Apex Build & Trades - Plumbing & Trades
"Gentry is proactive. We get clear advisory notes with our statements every month showing where our cash runway stands."
CSClaire SterlingCEO, Sterling Field Services
Your financial data, handled like it is ours.
- Encrypted portal
- Documents move through an encrypted client portal, never email attachments.
- Named access only
- Role-based logins per person. No shared credentials on your accounts.
- US CPA review
- A licensed CPA signs off on every close and every filing we submit.
- Signed NDA
- Confidentiality agreement in place before we touch a single record.
Questions owners ask us first.
Clear answers before we ever look at your books.
No. We work in QuickBooks, Xero, Sage, and Zoho Books. If you are on something else, tell us on the call and we will confirm before you commit.
Years behind is normal for us. Catch-up work is quoted separately from your monthly plan so you are never surprised by a line item.
A named bookkeeper handles your daily work and a licensed US CPA reviews every close and filing. You have both on email and on your monthly call.
Yes. Hourly, salaried, and contractor payroll, including federal and state filings, W-2s, and 1099s.
Read-only bank and card access, your current accounting file, and payroll records. Onboarding usually takes under a week.
Month to month. Cancel with 30 days notice and we hand over a clean, closed file that any accountant can pick up.
Get your month back.
Tell us where your books stand. We will come back within one business day with a plan and a flat monthly price.
Request received.
An accountant will reply within one business day with times for the call.