West Grove for Firms
We run a working bookkeeping practice on this system first.
This is that system, installed in your firm.
Every part in plain words: what it does, what a person still decides, and whether it runs today or is still in build.
The firm stack
For your own back office
Runs daily in our own practice
The mailroom
Every email is triaged and answered as a draft for your review. Nothing is ever sent alone.
A person decides: whether each draft is sent, changed or dropped.
Runs daily in our own practice
The payment watch
A payment lands in the books, and you get one short alert.
A person decides: what happens next with the client.
Runs daily in our own practice
The deadline watch
Client dates and filings are tracked, so you see what is due before it is late.
A person decides: what gets worked first, and does the work.
Runs in our own practice
Client intake
Documents and answers arrive in one place and are filed to the client.
A person decides: whether what arrived is complete and right.
In build
The bill inbox
Bills forwarded to one address become entries waiting for your review.
A person decides: every entry, before anything posts.
The shop stack
For your marketplace-seller clients
Built and posting, run by our team: Amazon, Walmart, Wayfair, Shopify and an Amex feed
The payout engine
Each Amazon, Walmart, Wayfair and Shopify payout becomes its invoices, fees, refunds and deposit in QuickBooks Online, and is tied to the bank. Every clearing account is read back at zero after the run.
A person decides: anything that does not tie, and the final call on every ambiguous item.
In build
Estimate to invoice on ship, and further channels
An estimate becomes its invoice when the order ships. More channels join the payout engine.
A person decides: which channels and clients come next.
How it is installed
Four steps, in order
The diagnostic
One client file and your back office, read end to end. A written report you keep, with what to automate first.
The build, on your own accounts
We build it on your accounts. You own it, it is documented, and it is handed over.
Training your team
Your people learn to run it and to review what it drafts.
Run by you, or run by us
Your team runs it with the care plan behind it, or we run it for you every month.
Prices
Three numbers, up front
Start here
The Back-Office Diagnostic
$1,500fixed fee
- Delivered in 10 business days
- Credited in full if you start the build or the monthly within 30 days
- Or keep the report and owe nothing more
Build
We build it, you own it
$2,500typical project
Optional care plan $225 per month: we watch it, fix it, tune it.
- Built on your own accounts
- Documented and handed over
Monthly
We run it for you
$750per month
- We run the automation for you, every month
- A person reviews what matters
Founding firms
Our first firms take 25% off the build or off the first three months, in exchange for a written case study.
The line we hold
What we never automate
A person decides, always
- Moving money, any amount, any direction
- Tax judgments and financial decisions
- Sending anything external without your review
- Final calls on ambiguous items
The AI drafts. A person reviews. You decide.