ToastTech Services


Basic bookkeeping

  • Sales & revenue booking

  • Expense transaction categorization

  • Payroll transaction booking

  • Account reconciliation

  • Monthly close

  • Income statement report

  • Balance sheet report



  • Budgeting

  • Forecasting

  • Inventory reporting

  • Sales reporting

  • Sales tax filings

  • Quarterly payroll filings

  • Cash flow reporting

  • Additional services available upon request


Get in touch with us to find out if ToastTech can be of service to you!


Frequently Asked Questions

What if I already have bookkeeping?

If you are happy with your existing bookkeeping solution then you can continue using what service works for you. We work with you or your bookkeeper to provide any additional services you may want or fill any gaps in service from your existing bookkeeping service.

Are you a CPA, do you provide tax services?

We are not CPA’s and do not provide tax advice or tax services. We can work with your CPA come tax time to make sure they get all the information they need and answer questions they may have about the financials for the year.

What if I’m behind on my bookkeeping or I’m not sure I’ve been doing it right?

That’s ok, sometimes things get busy and bookkeeping gets left behind. When taking over the books, we will go back to make sure to get you caught up and make sure that what’s being booked is accurate. We’ll get you back on track so you won’t have to worry about your bookkeeping anymore.

What if I don’t have an accounting system setup yet?

That’s ok! Everyone has to start some where. We can help you setup your accounting system and make sure the records you have are bookeed correctly in your new system. We can also help you connect all your different services and work with you to develop the workflow to use your brand new system.

How do I know what kind of services I need?

Most of our clients start with bookkeeping so they can focus on other areas of their business. If you already know what additional reporting or information you want to know, we can add it on whenever you’d like. If you aren’t sure what you should be looking at, we can recommend services as we work through your bookkeeping

What if I want something done that isn’t on the add-on list?

The list just covers our popular services. Send us a message and we can work with you to develop the workflow or reporting you want.

That sounds great, how do I start?

First, get in touch with us to schedule a free, no commitment consultation. We want to get to know you as owners and understand what your business means to you and what you want it to do for you. We’ll also use this time to understand what software or tools you’re currently using and how your business works now. Once we get to know your business, we can start working! In order to make this experience as risk-free as possible, we offer a 30-day, money back guarantee with no questions asked. If you don’t like what we’re doing for you, let us know and we’ll refund you right way.

What happens if I want to discontinue service?

Break ups are hard, but we’ll try our best to make it easy. No hard feelings, we’ll turn everything over to you and can assist in transitioning the tasks over to your next provider.