Decimal

Get accurate, current financials and dependable monthly reporting while freeing your team to focus on running and growing the business.

Plan ahead, identify tax-saving opportunities, and prepare and file business taxes with expert support throughout the year.

Outsource bill management to keep payments organized and on time while retaining approval control and visibility into bills and spending.

Gain current visibility into spending, protect cash flow, and reduce expense administration with processes and technology tailored to your business.

Get invoices sent accurately and on schedule, spot receivables issues early, and keep revenue flowing with less manual effort.

Get timely, decision-ready financials to understand performance, monitor trends, compare results with plans, and prepare for stakeholder reviews.

Keep payroll accurately reflected in complete, up-to-date books while identifying discrepancies and tracking tax liabilities each pay period.

Build more efficient, scalable financial operations with expert guidance on systems, processes, technology, and team practices.

Bookkeeping

Decimal’s dedicated team manages day-to-day bookkeeping, including daily bank and credit card reconciliation, journal entries, and adjustments. The team closes the books on a consistent schedule and prepares and reviews profit and loss, balance sheet, and cash flow statements. Clients can access their books and communicate with the team through a portal. Scope is tailored to the business, with fixed monthly pricing and no hourly billing or hidden fees.

Category: Bookkeeping Services

• Close Books On Schedule
  A consistent close schedule gives clients timely, up-to-date books and regular financial statements.
• Keep Transactions Verified Daily
  Daily matching and verification helps keep financial records accurate throughout the month.
• Review Core Financial Reports
  Receive prepared and reviewed profit and loss, balance sheet, and cash flow reports to understand the business’s financial position.
• Work With A Consistent Team
  A dedicated team familiar with the business provides ongoing bookkeeping support rather than a rotating cast of contacts.
• Know Your Monthly Cost
  A fixed monthly fee based on the agreed scope makes the service cost clear in advance, without hourly billing or hidden fees.
• Reflect The Full Financial Picture
  Accurately recorded accruals, reclassifications, and adjusting entries help ensure the books reflect the business’s financial activity.
• Access Books In QuickBooks Online
  Work in QuickBooks Online with real-time access to bookkeeping records; Decimal can also support conversion from another accounting platform.
• Choose A Scope That Fits
  Select support for specific bookkeeping tasks or a more comprehensive service, based on the business’s needs.
• Track Progress And Access Books
  Use one portal to communicate with the accounting team, share documents, follow progress, and access bookkeeping information.

Tax

Decimal provides year-round tax planning and preparation for small and mid-sized businesses. Services include federal and state income tax return preparation, tax strategy to identify applicable deductions and credits, estimated quarterly tax forecasting, and guidance on business entity structure. When paired with Decimal bookkeeping, financial records can be kept tax-ready throughout the year. Sales tax filings and other additional filings may be included when requested and agreed upon.

• Prepare Business Income Tax Returns
  Get expert preparation of federal and state business income tax returns. Additional filings may be requested and added to the agreed service scope.
• Identify Tax-Saving Opportunities Year-Round
  Ongoing financial review helps surface available deductions, credits, and planning strategies before tax season, rather than relying only on filing-time preparation.
• Forecast Payments And Track Deadlines
  Get forecasts of estimated tax obligations and support staying ahead of payment deadlines throughout the year.
• Assess Your Business Entity Structure
  Review the current business structure and consider whether a change could produce a better tax outcome.
• Keep Books Ready For Tax Season
  Paired bookkeeping keeps financial records organized and tax-ready throughout the year, reducing last-minute preparation and helping surface deductions.
• Manage Sales Tax Filings
  Sales tax support can address nexus, marketplace facilitator rules, and filings. The scope for sales or use tax returns must be agreed separately from standard income tax preparation.
• Know Your Monthly Service Cost
  Fixed monthly pricing provides a clear expected cost, with no hourly billing or hidden fees.
• Share Documents And Track Progress
  Use one portal to communicate with the team, share tax documents, and follow the progress of the engagement.

Bill pay

Decimal manages vendor bills from intake and organization through payment preparation and reconciliation. Its team categorizes bills, maintains vendor records, tracks payment terms, and queues payments in the client’s platform. Clients retain approval control through customized workflows, with reporting to monitor unpaid and settled bills, cash flow, and spending. Decimal also sets up and optimizes bill pay platforms and syncs them with accounting systems.

• Organize Bills For Timely Payment
  Bills are categorized, organized, and set up for payment, helping keep important documents accessible and reducing the risk of missed bills or late payments.
• Prepare Bills For Approval
  Decimal prepares bills in the client’s platform so the payment information is organized and ready for the client to review and approve.
• Control Payment Approvals
  Customized workflows assign approval authority in a way that fits the team. Clients retain full approval control over payments.
• Track Bills And Spending
  Clients can see which bills are unpaid or settled and use custom reports to understand cash flow and spending patterns.
• Connect And Optimize Bill Pay Tools
  Decimal works inside platforms such as Ramp, Bill.com, and other leading bill pay tools, setting them up and syncing them with accounting systems. Decimal can support conversion from another platform.
• Keep Payments On Time
  Bills are tracked and managed to help ensure payments are made on time, reducing the risk of late fees, strained vendor relationships, and cash flow surprises.
• Maintain Vendor Records And Terms
  Organized vendor records and tracked payment terms help clients keep vendor information in order and avoid missing discounts or payment deadlines.
• Reconcile Bill Payments
  Bill pay management extends through reconciliation, helping keep bill payment activity aligned with the company’s accounting records.
• Know Your Monthly Service Cost
  Fixed monthly pricing provides a predictable bill with no hourly billing or hidden fees. Access to a dedicated team is included.

Expense management

Decimal sets up tailored expense management processes and technology to help businesses control costs as they scale. The service includes real-time expense categorization, spending limits and approval processes, expense platform selection and configuration, receipt and documentation management, and monthly reviews and reconciliation with the accounting system. A client portal supports communication, file sharing, and account progress tracking. The service is tailored to each business’s spending requirements and is available with fixed monthly pricing.

• See Current Spending Data
  Real-time categorization makes expense data available for analysis as expenses come in, helping teams understand where money is going without waiting until month-end.
• Set Spending Limits
  Designated limits help keep purchases within authorized boundaries and support cash flow management.
• Authorize Purchases
  Customized approval workflows help businesses control which purchases are approved while fitting the way their teams work.
• Configure Tools For Your Needs
  Guidance on choosing and configuring expense management software helps align the platform with the business’s spending requirements and processes.
• Keep Accounting Data Current
  Reconciling expense data with the accounting system helps keep accounting records current and clean.
• Organize Expense Documentation
  Capturing, matching, and organizing receipts keeps supporting documentation together and reduces the need to chase missing records at month-end.
• Review Expenses Monthly
  A streamlined monthly review gives businesses a regular way to check expense data and keep it organized.
• Track Account Progress
  The portal brings team communication, file sharing, and account progress tracking together in one place.

Invoicing

Decimal’s invoicing service supports accounts receivable with professional invoice creation and delivery, client billing setup, invoice accuracy reviews, and receivables monitoring. The team follows up on overdue payments and helps establish automated processes for recurring invoices. Decimal also supports invoicing workflow setup, works with QuickBooks Online, and can assist with conversion from other platforms.

• Send Professional Invoices On Schedule
  Have professional, consistently formatted invoices created and sent on schedule without handling each step yourself.
• Spot Receivables Risks Early
  Regular reviews of accounts receivable aging help identify potential cash flow issues early and keep the revenue pipeline healthy and predictable.
• Catch Invoice Errors Before Sending
  A structured review before delivery helps identify invoice errors early and reduce payment delays caused by incorrect invoices.
• Set Up Client Billing Correctly
  Organize new clients’ billing configurations, payment terms, contacts, and preferences from the start to support consistent invoicing.
• Send Recurring Invoices Automatically
  Set up recurring invoicing processes to send invoices on schedule without manually handling each cycle.
• Follow Up On Overdue Payments
  Have the team follow up on overdue payments to support healthier receivables and cash flow.
• Set Up Invoicing Workflows
  Get invoicing workflows configured with your existing systems. Decimal works with QuickBooks Online and can support conversion from another platform.
• Know Your Monthly Service Cost
  Fixed monthly pricing provides a predictable service cost without hourly billing or hidden fees, with access to a dedicated team included.
• Track Account Progress In One Place
  Use a single place to communicate with the accounting team, share files, and track account progress.

Financial reporting

Decimal prepares accurate, timely financial statements and tailored reports to help businesses understand their financial position and performance. The service includes monthly profit and loss, balance sheet, and cash flow statements; custom views such as revenue by location and department-level profit and loss; KPI tracking; budget-versus-actual analysis; and financials prepared for boards, investors, and lenders. Standard reporting is monthly after the books are closed, with more frequent reporting available when needed. Clients can communicate with the team, share files, and track account progress through a portal.

• Understand Your Financial Position
  Receive core financial statements on a consistent schedule to understand business performance, cash flow, and financial position.
• View The Metrics That Matter
  Get reports organized around relevant business questions, including location revenue, department results, burn rate, or client profitability.
• Prepare Financials For Stakeholder Reviews
  Have financials and packages ready for board, investor, or lender needs without last-minute scrambling.
• Track Metrics And Spot Trends
  Follow key metrics over time to identify trends and take action before they become problems.
• Compare Results Against The Plan
  See how the business is tracking against its plan and identify areas where adjustments may be needed.
• Receive Reports More Frequently
  Use reporting more often than the standard monthly schedule when the business requires more frequent updates.
• Manage Reporting Work In One Place
  Communicate with the team, share files, and track account progress through a single portal.

Payroll support

Decimal handles the accounting side of payroll by recording payroll transactions in the books each pay period, reconciling payroll reports against the general ledger, and tracking payroll tax liabilities. The service also accounts for employee benefits, deductions, and employer contributions, and includes payroll platform setup and optimization. Decimal works with providers such as Gusto, ADP, and Rippling, integrating payroll data with QuickBooks Online. Payroll processing itself is handled by the client’s payroll platform, not Decimal.

Category: Bookkeeping Services

• Record Payroll Accurately Each Pay Period
  Payroll transactions are entered in the books each pay period, helping ensure payroll activity is reflected accurately in the financial records.
• Catch Payroll Discrepancies Early
  By matching payroll reports to the general ledger each pay period, Decimal identifies discrepancies before they become larger problems and keeps payroll accounting aligned with the books.
• Track Payroll Tax Amounts And Due Dates
  Tracking and reconciling payroll tax liabilities gives clients visibility into amounts owed and their due dates, helping avoid surprises at filing time.
• Connect Payroll Data To Your Books
  Decimal handles the integration between supported payroll platforms and QuickBooks Online, enabling payroll information to be reflected in the accounting system.
• Record Benefits And Deductions Properly
  Decimal records employee benefits, deductions, and employer contributions in the books so the financial statements reflect these payroll items.
• Optimize Your Payroll Platform
  Decimal supports setup, configuration, and ongoing optimization of the client’s payroll platform.
• Know Your Monthly Service Cost
  Fixed monthly pricing provides a clear, predictable monthly cost for the service, without hourly billing or hidden fees.
• Manage Payroll Support In One Portal
  Clients can use the portal to communicate with their team, share files, and track progress on their account.

Advisory

Decimal’s Advisory service helps businesses improve accounting systems, processes, technology, and financial operations as they grow. The team evaluates existing workflows, recommends and implements suitable tools, develops scalable financial operations plans, and trains client teams. Engagements can include a full conversion to QuickBooks Online, including data migration and configuration. Advisory is available as a standalone or ongoing engagement, depending on the business’s needs.

• Streamline Accounting Workflows
  Workflow evaluation and implementation of improvements help businesses reduce manual work and errors while making accounting processes more efficient.
• Choose And Implement Suitable Tools
  Recommendations are tailored to the business. Decimal can help select and implement tools and support clients in getting the most out of their technology stack.
• Prepare Financial Operations For Growth
  A tailored plan helps businesses establish systems and processes for changing accounting needs as they grow.
• Move Accounting Data To QuickBooks Online
  Decimal manages the conversion process, including moving data, configuring the destination platform, and training the client’s team.
• Train Teams On New Solutions
  Training on implemented tools and relevant practices helps the client’s team work confidently and efficiently with the updated solutions.
• Match Advisory To Your Needs
  Businesses can choose a standalone or bookkeeping-paired engagement and structure it around a one-time project or ongoing support.
• Plan Costs With Fixed Monthly Pricing
  Fixed monthly pricing provides a clear expected cost without hourly billing or hidden fees, and includes full access to the dedicated team.
• Coordinate Advisory Work In One Portal
  Clients can use a single place to communicate with their team, share files, and follow progress on the advisory engagement.