BOOKKEEPING & FINANCIAL REPORTING
You didn't open your doors to spend Sunday night sorting receipts. Hand the whole thing over and get a straight answer every month: what came in, what went out, and what you actually made.
Flat monthly pricing · No long-term contract · Local and remote
Getting set up takes about a week. After that, most owners spend under thirty minutes a month on this.
A short call about your business, then view-only access to your bank and card accounts — we can look, never move money. However far behind you are is fine; that's most of the people who call. You'll know the cost of catching up before anything starts.
Your transactions come to us automatically and get sorted and checked against your bank as they land. You'll hear from us when something needs your answer — usually a few questions a month, not a weekly chase for receipts.
Same date every month, you get a plain summary: what came in, where it went, what you kept, and anything that looks off. Come tax time, your preparer gets everything ready to go instead of a shoebox.
One flat price every month. No hourly billing, no surprise invoices, no charge for picking up the phone.
You just need the books kept straight and a clear picture each month.
$299 /month
Depends on how much activity you have. Confirmed before you commit.
You've got bills going out, invoices coming in, and no time to chase either.
Custom
Depends on your volume and setup. Quote back within two business days.
You're making real decisions — hiring, expanding, borrowing — and want someone in your corner.
Custom
Built around your business. Starts with a conversation.
Most small business owners are in one of two spots. Either they're paying a firm that only really talks to them once a year, in March. Or they're doing it themselves at eleven at night, hoping they didn't miss anything.
Payton Advisory exists for the middle. The background here is public accounting and corporate finance — the kind of work where numbers get checked twice and deadlines aren't suggestions. Same standards, applied to a business your size, at a price that makes sense for one.
A lot of that comes down to setting things up right once. Bank feeds, receipts, recurring bills, and your monthly reports get connected properly at the start and then mostly run on their own. Less time forwarding documents, and your price doesn't climb just because you had a busy month.
You work with the same person every month. Nobody hands you off to someone you've never met, and you're not sitting in line behind a client ten times your size.
Two minutes, and nothing you fill in commits you to anything. The more you tell us, the more exact the price we come back with — and if we're not the right fit, we'll say so.
hello@paytonadvisory.com
Woodbridge, New Jersey
Serving clients locally and remotely.
Month to month, 30 days' notice, and your records leave with you.