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Accounting, bookkeeping, and business support.

Keep your finances current and your back office organized. We help with reconciliations, reports, client communications, and everyday administration.

For specific needs, ask about data and reporting, AI-assisted automation, and online tools.

Tell us what you need Compare services
  • Hands-on support
  • Scope agreed in writing
  • Catch-up and ongoing help
Connected business support Core services with complementary capabilities

Choose an area to see how we can help.

Bookkeeping and accounting.

Records, communications, and routine administration.

Finance and Admin together.

Reporting and dashboards. Ask about project scope.

Automation with human review. Ask about availability.

Loan and property management tools. Ask about availability.

Finance and Admin combine in Business. Dashed outlines identify additional capabilities.
Core services

Focused help, or both areas together

Choose a starting point. The Services page explains each package, what it includes, and how pricing works.

Compare services and pricing

Sound familiar?

What needs attention?

Behind on the books? Chasing paperwork? Find the service that addresses the problem.

Books and invoices

Get financial support

  • Books have fallen behind

    Unreconciled transactions and missing records make it hard to check your figures.

  • Payments are overdue

    You need a record of unpaid invoices and the next follow-up for each.

Records and admin

Get administrative support

  • Recurring admin with no owner

    Recurring forms, renewals, and messages keep interrupting your day.

  • Records are spread out

    Finding the right document means searching several folders or asking around.

Coordination

Bring both areas together

  • Money and admin need help at once

    Financial questions depend on paperwork that someone else is chasing.

  • Your week goes to coordinating

    You keep relaying updates between whoever handles the books and the administration.

For reporting or repetitive tasks, ask about our additional capabilities.

Ask us where to start
How work gets carried through

From first conversation to ongoing support

We begin by reviewing your current records and priorities, then agree on responsibilities and a schedule.

You stay involved in approvals and decisions throughout.

Read about the process
  1. 1

    Understand

    We review your records, tools, and priorities.

    OutcomeAn assessment of where to begin.

    Set up
  2. 2

    Define scope and roles

    We agree what we will handle and what you will provide.

    OutcomeWritten responsibilities and fees.

    Set up
  3. 3

    Build and organize

    We address the backlog and prepare the records and tools.

    OutcomeThe setup for recurring tasks.

    Set up
  4. 4

    Execute on a rhythm

    We handle the recurring tasks at the agreed frequency.

    OutcomeUpdates you can review on schedule.

    Ongoing
  5. 5

    Review and hand over

    We discuss results and adjust priorities or prepare a handover.

    OutcomeNext steps and records you can use.

    Ongoing
Our work

A closer look at the deliverables

These illustrative examples use sample data, not client records or results.

Finance Illustrative example

Receivables follow-up tracker

Track unpaid invoices by age, account, and next action.

  • A single register of outstanding invoices by account and age
  • A named contact and next action for each invoice
  • Contact history and payment updates

From catch-up to invoice follow-up

  1. Review overdue records.
  2. Identify unpaid invoices.
  3. Assign the next follow-up.
  4. Track progress and replies.

Cleanup of at least the current year is the first step of every Finance package.

View more examples
Receivables follow-up Illustrative
Illustrative receivables follow-up, synthetic data
ItemAgingOwnerStatus
Invoice A31 to 60 daysAssignedIn follow-up
Invoice B61 to 90 daysAssignedResolved
Invoice C0 to 30 daysUnassignedNot started

Illustrative tracker. Sample data only.

Data Illustrative example

Consolidated reporting dashboard

Combine figures from several source files for a monthly review.

  • A consolidated dataset from the source files in scope
  • A Power BI dashboard and an Excel view on the same figures
Admin Illustrative example

Administrative reporting calendar

Keep filing dates, renewals, and recurring tasks in one calendar.

  • A calendar of recurring requirements and their owners
  • A task register with status and responsible party
Additional capabilities

Reporting, automation, and online tools

Tell us about a specific need. We’ll confirm which capabilities are available and what fits.

  • Data Essentials

    Bring scattered information together in clear dashboards, reports, and practical Excel tools.

    About Data Essentials

  • AI Essentials

    Automations, many of them AI-based, that remove repeated manual steps across your finance, data and admin work.

    About AI Essentials

  • Online Essentials

    Online software, starting with loan and property management.

    About Online Essentials

What would you like us to take off your list?

Send us a short description of what you need help with. You don’t need to choose a service first.

Tell us what you need

Email or call: info@thevitalgroup.org (561) 227-1785 (561) 414-0472