Understanding Your Monthly Invoice

What each line on your invoice means, and when payment is due.

Your invoice arrives in the portal on the first business day of each month and covers the work we did the month before.

What you will see on it

  • Monthly bookkeeping: your fixed fee for reconciliation and reports.
  • Payroll: a per-employee charge for each pay run we processed.
  • Catch-up work: hours spent rebuilding past months, billed only when it happens.
  • Tax preparation: billed once, when we file your return.

When is it due?

Invoices are due within 15 days. If you are on automatic payments, we charge your saved payment method on the due date and you get a receipt in the portal.