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.