Bookkeeping synced to your payroll in real time. No manual exports, no reconciliation headaches. Your dedicated bookkeeper knows your numbers.
Accounting lead owns the month-end close. Senior bookkeeper runs daily entries. Tax-planning specialist reviews quarterly and preps year-end.
Four-phase cycle. Your bookkeeper owns the chart of accounts; you see P&L and cash flow on schedule.
Bank + credit card feeds reconciled daily. Categorizations per your chart of accounts. Anomalies flagged within 24 hours.
Accrual entries, prepaid expenses, depreciation. P&L + balance sheet + cash flow delivered by business day 5.
Estimated tax payments reviewed + filed. Year-to-date position versus prior year; adjustments before year-end surprises.
Closed books delivered to the tax-prep team (same Axiom roster). 1099s issued. Tax-return workflow starts Feb 1.
Questions about the process? Let’s talk →
Every transaction categorized. Every reconciliation done. Every report delivered.
DAILY RECONCILIATION
Live bank and credit card connections. Transactions categorized per your chart of accounts every business day. Anomalies flagged within 24 hours so nothing sits for a month.
<1 dayAnomaly response · daily reconcile
AP + AR
Vendor bills entered, aged, scheduled for payment. Customer invoices issued, aged, followed up. Payment runs scheduled and posted. Aging tracked with weekly review.
WeeklyAP + AR review · aging tracked
MONTHLY CLOSE
Accruals, prepaid expense releases, depreciation. Month-end close delivered by business day 5 with P&L, balance sheet, cash flow statement. Variance notes for anything anomalous.
BD-5Monthly close · working day 5
PAYROLL-TO-GL
Every pay run posts a structured journal entry directly to QuickBooks: gross, taxes, benefits, employer burden, all allocated per GL code. No copy-paste. No missed entries.
ZeroManual entry · payroll to GL
CHART + REPORTS
Chart of accounts designed or cleaned up for your industry. Custom report templates: P&L by department, cash flow by month, AR aging, WIP for project businesses. Board-ready.
CustomChart + reports · your industry
YEAR-END HANDOFF
1099-NEC and 1099-MISC issued by January 31. Year-end close finalized. Working papers + adjusting entries handed off to Axiom tax-prep team Feb 1. No February scramble.
Feb 1Books-to-tax handoff · every year
Send us your last P&L. Your Axiom bookkeeper identifies the categorization gaps, the missing accruals, and the cash-flow signal you should be watching. On the call.
“Axiom delivered our first clean P&L by business day 5 of February. The previous CPA was sending us books in April. Because Axiom runs both the books and our VSHR payroll, journal entries post automatically and month-end is a non-event. The tax-prep handoff was seamless.”
Payroll posts journal entries nightly. Benefits premiums reconcile monthly. WC premium true-ups drop in at quarter-end. One team, one source of truth.
Pay-run journal entries post nightly; gross + tax + benefit deductions + employer burden allocated per GL code.
Premium invoices reconcile monthly against payroll deductions. Commissions ledgered.
Pay-as-you-go WC premiums expensed per pay run. No deposit imbalance, no audit surprise.
Closed books handed to Axiom tax-prep team Feb 1 with working papers + adjustments.
Want this for your team? Let’s talk →
Still have a question? Let’s talk →
Talk to Axiom Bookkeeping. Integrated with VSHR payroll for 500+ small businesses. Full-charge. QuickBooks certified. Tax prep included.
