Written by Spoiler: It’s not just coffee and counting beans (though there is a lot of both).
Ever wonder what your bookkeeper is doing all day? We get it — bookkeeping happens quietly in the background, but it keeps your business engine running smoothly.
At Incline, we use QuickBooks Online to help our clients stay organized, compliant, and (dare we say) financially empowered. Depending on what you need, we may be handling your payroll, sales tax, accounts payable, or just keeping your books clean and tidy.
Not every client needs everything — and we’re good with that. Whether you want full-service support or just someone to make sense of your bank feed, we tailor our services to your specific business needs. No cookie-cutter packages here — unless you run a bakery. In which case, yes, we’d love a cookie.
Here’s what a typical day looks like behind the scenes:
☕ 8:00 AM – Coffee & QuickBooks
We kick off the day with caffeine and chaos… just kidding — mostly caffeine. We check emails, QuickBooks alerts, and any overnight updates from clients. (Yes, some of you really like uploading receipts at midnight.)
Then we triage our task list: Are there bills to pay? Payroll to process? Reports to send? Coffee to reheat?
💸 9:30 AM – Payroll (If We Run It for You)
For clients who’ve handed over their payroll duties (smart move), we jump into hours, pay rates, taxes, and deductions. It’s part math, part magic, and a whole lot of double-checking.
We use payroll-specific platforms like Gusto to make the process smooth, secure, and compliant — whether you have a handful of employees or a growing team. From direct deposit to tax filings to year-end W-2s, Gusto helps us ensure everyone gets paid (accurately and on time), and the IRS stays happy.
And yes — we triple-check those direct deposits. Nobody wants to be the person who forgot payday.
🧾 11:00 AM – Accounts Receivable & Payable
If we’re handling your A/R or A/P, we’re sending invoices, logging payments, scheduling vendor bills, and making sure your money is moving where it should.
If we’re not handling those for you, we’re probably still answering questions like, “Wait… did I already pay this vendor twice?” (Don’t worry, it happens. That’s what we’re here for.)
🧠 1:00 PM – Transaction Tag-Team
Now it’s time to dive into the details — categorizing expenses, reconciling bank accounts, hunting down mystery charges (“Why does this say ‘Chicken Kingdom’?”), and ensuring your books tell the real story of your business.
It’s part puzzle, part detective work, and 100% satisfying when it all balances out.
💼 3:00 PM – Sales Tax, Reports & Reality Checks
Depending on your services, we might be filing your sales tax, reviewing financial reports, or emailing you a gentle nudge that your business credit card needs love.
This is also when we meet with clients to walk through the numbers. Some like the big picture, others want all the gritty details. Either way, we’ll bring clarity — and maybe a spreadsheet or two.
🧹 4:30 PM – Closing the Books (and the Browser Tabs)
Before we wrap, we review the day’s work, document notes for tomorrow, and — let’s be honest — finally close those 27 open tabs in QuickBooks. Then we step away from the numbers and reset for another day of bringing order to financial chaos.
💬 Final Thoughts
You may not see everything we do, and that’s the point — you’ve got a business to run, and we’re here to make sure the back office doesn’t slow you down. Whether we’re just reconciling your bank accounts or managing the whole financial picture, our work is always customized to fit your needs.
At Incline, we take your books seriously — just not ourselves. And if we can make your life easier (and a little more fun), that’s a win in our books.
Incline Business Essentials 