Skip to content
Remote Bookkeeper Suite

SyncAn in-house bookkeeper, delivered remotely.

Premium real-time bookkeeping for growing businesses that need an in-house bookkeeper without the cost or overhead. Daily or weekly updates, complete operational visibility, and stronger internal controls.

Cadence · Daily or weekly, real-time
Ideal for
  • Growing businesses with meaningful A/P, A/R, and receipt volume
  • Operators who want weekly or daily visibility, not just monthly reports
  • Teams ready to embed a bookkeeper in their workflows and approvals
  • Multi-entity operations needing consolidation and segmented reporting
Tools we use
QuickBooks Online AdvancedDext AdvancedMicrosoft TeamsFathom (RBS-3+)
Family capabilities
  • Weekly or daily real-time bookkeeping
  • P&L, Balance Sheet & Cash Flow (all tiers)
  • Microsoft Teams access (all tiers)
  • A/R & A/P workflow setup (RBS-2+)
  • Vendor / customer aging schedules (RBS-2+)
  • Receipt follow-up workflow (RBS-2+)
  • Daily reconciliation (RBS-3+)
  • KPI dashboards & Fathom analytics (RBS-3+)
  • Custom approval workflows (RBS-3+)
  • SOP creation & month-end checklist (RBS-4+)
  • Multi-entity management & consolidation (RBS-5)
  • Senior-level dedicated bookkeeper (RBS-5)
Package lineup

5 packages, designed to stack.

Each package builds on the one above it. Investment shared on a discovery call.

RBS-1-CRB

Core Remote Bookkeeper

In-house-grade bookkeeping, delivered remotely on a weekly rhythm.

  • QBO Advanced + Dext Advanced
  • Up to 400 transactions / month
  • Up to 3 financial accounts
  • P&L, Balance Sheet & Cash Flow
  • Weekly task summaries
  • Microsoft Teams access
RBS-2-EWS

Enhanced Workflow Support

Adds the A/R, A/P, and receipt workflows growing teams rely on.

Includes everything in Core Remote Bookkeeper
  • Up to 700 transactions / month
  • Up to 6 accounts
  • A/R and A/P workflow setup
  • Vendor / customer aging schedules
  • Receipt follow-up workflow
RBS-3-DPP

Daily Process Partner

Daily reconciliation, live dashboards, and real-time visibility.

Includes everything in Enhanced Workflow Support
  • Unlimited transactions (fair use)
  • Daily reconciliation
  • KPI dashboards
  • Custom approval workflows
  • Weekly video check-ins
  • Fathom analytics included
RBS-4-FEB

Fully Embedded Bookkeeper

A bookkeeper embedded in your operations, with documented process.

Includes everything in Daily Process Partner
  • Personalized bookkeeping calendar
  • Bi-weekly meetings
  • SOP creation
  • Internal / external team collaboration
  • Custom month-end close checklist
RBS-5-BOC

Bookkeeping + Ops Control

Multi-entity control and senior oversight for complex operations.

Includes everything in Fully Embedded Bookkeeper
  • Multi-entity management & consolidation
  • Class / location / department tracking
  • Segmented reporting
  • Senior-level dedicated bookkeeper
  • Accrual & inventory workflows
  • External finance-partner coordination
Monthly deliverables
01
Weekly or daily updates
02
Live KPI dashboards (RBS-3+)
03
Documented SOPs & close checklist (RBS-4+)
FAQs

Common questions about Sync.

Is this an in-house hire?
No — we deliver in-house-grade bookkeeping remotely. You get the cadence, visibility, and accountability of an internal bookkeeper without the overhead.
Do you run payments on our behalf?
We prepare and stage payment batches; you approve and release through your bank. We never hold transaction authority.
When do I get Fathom and KPI dashboards?
Starting at RBS-3 Daily Process Partner. Fathom analytics and KPI dashboards are included from that tier upward.
Can you handle multiple entities?
Yes — multi-entity management, consolidation, and segmented reporting ship with RBS-5 Bookkeeping + Ops Control.

Bring Sync-grade clarity to your books.

A 30-minute discovery call. No pressure, no proposal-by-PDF.