Client: A niche executive coaching business with a remote team

The Challenge

The client runs a high-volume, service-based business. They needed a bookkeeping system that could:

• Track in-state and out-of-state income
  
  
• Reconcile weekly Stripe deposits and paper check payments
  
  
• Handle Gusto payroll and independent contractors
  
  
• Manage a corporate credit card with five users
  
  

They weren’t using QuickBooks to manage client relationships, just to track financials cleanly and accurately.

The Solution

Gentle Frog provides monthly bookkeeping support.

We handle:

• Income tracking by location (Washington vs. other states)
  
  
• Reconciling three bank accounts and one credit card with five users
  
  
• Syncing payroll and contractor payments from Gusto into QuickBooks
  
  
• Recording Stripe income and differentiating by location
  
  
• Cleaning up open invoices that are paid outside the invoicing system
  
  

The goal is to keep their books accurate, up to date, and easy to use — without changing how they run their business.

The Results

The client gets:

• Consistent, accurate monthly bookkeeping
  
  
• Clean reports they can rely on for tax filings and business planning
  
  
• More time to focus on clients instead of managing data
  
  

Ongoing service fee: $599/month