Every POS sale, vendor invoice, payroll run, and bank charge categorized as it lands. By the 3rd of next month, the close is drafted and ready for your review — not blocked on someone keying receipts.
Five things a bookkeeper spends the month doing. Capo does them in the background.
Every POS sale, vendor invoice, payroll run, bank deposit, and card charge is pulled and categorized to your chart of accounts as it lands. Rules learn from your corrections.
Tax accrued from POS through the month. Filing pre-drafted by the 3rd. You approve once; the agent files with the state portal. No more "did I miss the deadline?"
POS deposits matched to bank deposits. Card processor fees auto-booked. Vendor invoices matched against receipts and POs. Anomalies surface — not month-end surprises.
Independent contractor payments tagged through the year. January 1099s are a one-click export, not a scavenger hunt through last year's checkbook.
Year-end handoff is a QBO-compatible bundle: chart of accounts, journal entries, bank recs, sales tax returns, payroll summary. Your CPA cuts hours; you cut their bill.
Tax returns are signed by you. Categorizations are reviewed weekly. The agent does the work; you keep the responsibility.
Sales tax returns are drafted by the 5th of each month. You see the number, you see the math, you tap approve. The agent files with the state portal and stores the confirmation in your books.
Federal 941 / state withholding filings will follow the same draft → approve → file pattern, integrated with your payroll provider. Until then, payroll tax stays with your existing provider.