Coastal Collective
What We Do

Our Services

Fast, precise back office support for growing businesses — tailored to your needs, delivered on time, every time.

Monthly Bookkeeping

Our primary service. We handle month-end close, reconciliation, and reporting for your growing business.

Transaction classification and reconciliation
Monthly financial statements
Tax-ready records
Dedicated team support

Payroll Processing

Accurate, on-time payroll processing and tax compliance so you can focus on growth.

Payroll calculation and processing
Tax withholding and filings
Direct deposit setup
Quarterly and annual reporting

Accounts Receivable

Invoice creation, tracking, and follow-up to improve your cash flow.

Invoice generation and delivery
Payment tracking and recording
Aging analysis
Follow-up support

Accounts Payable

We manage your vendor payments, invoice processing, and payment schedules.

Invoice processing and coding
Payment scheduling
Vendor reconciliation
Expense tracking and reporting

Human Resources

Full-scope HR services — compliance, benefits, hiring, and more — so you can focus on running your business.

HR compliance & advisory
Benefits administration
Hiring & onboarding support
Employee handbook creation
HRIS platform setup

Catch-Up Bookkeeping

Behind on your books? We organize and reconcile months or years of transactions.

Historical transaction review
Account reconciliation
Adjustment entries
Clean slate for moving forward

Platform Integrations

Automated data flow from your business platforms to your accounting system.

Stripe
Square
PayPal
Shopify
Etsy
Amazon FBA
The Numbers

What You're Actually Saving

See how our services compare to hiring in-house staff.

In-House (Full-Time)

Bookkeeper$4,800/mo
AR/AP Clerk$4,100/mo
Payroll Specialist$4,550/mo
HR Generalist$5,700/mo
Total$19,150/mo
vs

Coastal Collective

All of the aboveIncluded
Dedicated teamIncluded
Platform integrationsIncluded
Starting at~$1,000/mo

Save up to $18,150+/mo

By Consultation

Collections Services

Available by consultation only — this service requires custom scoping to ensure we deliver the right solution for your accounts receivable recovery needs. Contact us to discuss your specific situation.

By Consultation

Custom Analytics & Business Intelligence

Bespoke dashboards, forecasting models, and workflow boards built directly from your QuickBooks Online data — scoped precisely to your business so you see exactly what matters.

Revenue & expense trend analysis
Cash flow forecasting — actuals vs. projected
AR aging kanban boards
Custom KPI dashboards
Multi-period comparisons
Budget vs. actual tracking
Revenue vs. Expenses
Revenue
$141k
Expenses
$88k
Net Income
$54k
JanFebMar
Revenue
Expenses
Cash Flow ForecastActual vs. Projected
3M
JanFebMarAprMayJun
Actual
Projected
AR Aging BoardAccounts receivable by aging period
Current
$12,400
Meridian Co.
INV-421
$8,750
Blue Oak LLC
INV-419
30 Days
$5,200
Vantage Retail
INV-408
60 Days
$3,800
Hartwell Inc.
INV-391
$9,100
Summit Group
INV-385
90+ Days
$2,200
Coastal Patio
INV-372

Every tool is custom-scoped to your business data and workflow.

Ready to get started?

See your personalized estimate in under 3 minutes.