Bookkeeping & Back-Office Services for Your Business

From bookkeeping and bill pay to payroll and benefit management, Zephyr is here to help make running your business a breeze.

We handle your financial stack seamlessly, so you can focus on growing your business and succeeding with your team, with all services and costs included for one, easy-to-budget flat fee.

With premium customer service, additional business perks, office hours, and sliding-scale, affordable pricing, Zephyr is your best choice to managing the financial operations of your business.

We provide comprehensive services for your business.

 
 

Premium Bookkeeping

Quality bookkeeping.

We provide GAAP-styled bookkeeping services on Quickbooks Online bringing our expertise to make sure you have a clear view of your finances.

Bank + credit card reconciliation.

We utilize bank and credit card statements to conduct end-of-month reconciliation and ensure accuracy, a step often skipped by other bookkeepers.

Proper revenue and expense recognition.

Whether it’s annual subscriptions or in-kind contributions, our experienced bookkeepers make sure your finances are properly amortized.

Routine monthly financial reports.

After each month of bookkeeping, we provide you a routine three-statement financial report, including your balance sheet, P&L, and cash flow statement.

Minimized workload + queries.

With our thorough onboarding and internal processes, we quickly learn about your business to minimize future queries and save you more time.

Real human bookkeepers.

Some competitors may use AI platforms to automate all your bookkeeping, but instead make mistakes. Our real, human expertise keeps your books accurate.

 

HR + Benefits Management

Full-service employee payroll.

We manage routine payroll processing for one or more pay schedules, hourly or salary, exempt or not, for employees in all 50 US states and DC.

Time/PTO + expense tracking.

We work with you to create and manage PTO, sick day, and vacation day approval processes and issue reimbursements for approved expenses.

Benefits and insurance management.

Powered by Gusto and Vita, we setup select benefits, including medical, dental, vision, life, disability, 401k, HSAs, 529s, etc., and then help you manage them!

Workforce compliance + payroll tax.

We help handle the minutia, like registering and filing with states for payroll tax, getting unemployment insurance quotes, and maintaining compliance.

HR reporting + people advisory.

We provide plentiful data and reporting on HR, helping you make better decisions. We can also set up surveys and provide advice on improving people and culture.

Dedicated employee HR support.

You and your employees will have a dedicated HR email address to message, allowing you to re-direct HR inquiries to us to save you time and research.

 

Bill Pay + AR/AP Management

Bill pay + AP management.

Forward your bills to our dedicated email address, and we can record, set up approval flows, and manage on-time payments for your business.

1099 contractor compliance.

Working with independent contractors? We’ll keep record of your payments, ask for up-to-date W-9s, and issue 1099s at the end of the year.

Invoicing + AR aging reports.

We’ll help you set up invoicing systems and keep track of any open and paid invoices. Monthly aging reports helps you follow-up on missing payments.

 

Support Services

Business perks + discounts.

Gain access to exclusive perks and discounts that can help you save cash and build your business more efficiently, including DropBox, Carta, and more.

Coaching office hours.

We set aside open office hours every week for you to stop by and ask questions about your business and finances, or you can book a meeting in advance!

Unmetered email + chat support.

Email or chat us as much as you need to when you have questions or need clarification. Your flat fee pricing (below) includes unmetered support.

 

Partner Services

Corporate income tax.

Powered by our partners, including Accountalent, we can help you can manage their premium services on filing federal and state income tax returns each year.

R&D tax credit studies.

Powered by our partners at Accountalent and Gusto, you could potentially save thousands of dollars on your R&D-related taxes at very affordable rates.

BOI, DE + other business filings.

Powered by our partners at Accountalent and CorpNet, get a lot of the other minutia and paperwork under control, so your business stays in good standing.

Working with Zephyr is different from your typical bookkeeper or accounting firm.

How is Zephyr different from our many of our competitors?

  • We centralize your financial stack under one roof. Including bookkeeping, bill pay, and payroll, this increases efficiency, quality, and convenience.

  • We understand every company is unique. We work with you to design a stack that represents your company, is easy to read, and supports decision-making.

  • We teach and build up clients along the way. We’re always willing to provide additional details to teach you the nuances and help you grow as a manager.

  • We believe culture and trust is important. Often, financials and HR may come with stress and frustration. We create a culture of collaboration, teamwork, and trust, so you feel comfortable discussing all of your questions.

  • We take pride in superior client support. We strive for the best quality for our services, customized for your own experience, and seek constant feedback.

  • We use unique pricing to lower your financial burden. Our sliding-scale pricing keeps our services affordable for businesses of all sizes.

Our unique pricing keeps our services affordable for businesses of all sizes.

Complete Back Office Solution

Starting at $1,250/mo

  • This monthly rate includes premium bookkeeping, HR and benefits management, bill pay and AR/AP management, and support services. Partners services billed separately.

  • This monthly flat rate varies based on the amount of investment raised lifetime by the company so far and the average gross revenue per month.

  • This flat fee also includes the following software, complimentary as part of your monthly fee:

    Quickbooks Online - Essential-level pricing, including up to 3 users from your organization.

    Quickbooks Bill Pay - Premium-level pricing, including up to 40 free ACH payments per month. If deemed necessary, we can migrate your company to Bill.com instead, for which we will cover the cost of one company user on the Accounts Payable plan. You are still required to pay any payment processing fees.

    Gusto - Plus-level pricing, for up to 10 team members (employees or independent contractors). If you have above 10 team members, we add +$50/mo per additional team member to the monthly flat fee.

  • Please be aware of the following additional terms:

    Setup Fees: There is a one-month setup fee billed at the start of the contract. If you need catch-up bookkeeping, additional fees may apply.

    Excludes International Payments: We can setup, provide, and manage solutions for international contractors and employees, as well as some international payments, some of which are at additional cost. Please contact us for more information.

    Excludes Tax Filings: Though we can help seamlessly manage and facilitate the process with our tax filing partners, such as Accountalent, annual corporate tax returns, DE franchise tax filings, and R&D tax studies are at additional cost and is NOT included in our monthly rate. Please contact us for more information.

    Excludes One-Time Registration Filings: Through our partners at Accountalent and CorpNet, we can assist you with BOI filings and one-time state payroll tax registrations at additional cost that is NOT included in our monthly rate. Please contact us for more information.

Just Premium Bookkeeping

Starting at $400/mo

  • Though we strongly recommend letting us seamlessly manage the entire financial stack, we can offer just our premium bookkeeping services for select clients.

  • Our monthly flat rate for premium bookkeeping varies based on the complexity of your books, starting at $400/mo. We do not offer revenue- or investment-based pricing for enrolling in just bookkeeping services.

  • This flat fee also includes the following software, complimentary as part of your monthly fee:

    Quickbooks Online - Essential-level pricing, including up to 3 users from your organization.

  • Please be aware of the following additional terms:

    Setup Fees: There is a one-month setup fee billed at the start of the contract. If you need catch-up bookkeeping, additional fees may apply.

Looking for a CFO?

If you’re looking for strategic services, we can provide exclusive, fractional CFO services for select clients, including financial planning and analysis (FP&A), cash management, budgeting, stakeholder management, and strategic coaching.

Learn More

Let us help make your business a breeze.

Use the contact form here or email us directly at cheers@zephyr.business to set up a call.