End-to-End Financial Accounting
& Business Administration Solutions
We use AI-powered tools to streamline your financial operations — from bookkeeping and payroll to tax compliance and reporting — so your finances stay organized, accurate, and up-to-date, giving you the clarity to make confident business decisions.
Bookkeeping
Consistent monthly bookkeeping with AI-powered accuracy and real-time financial clarity.
Payroll
Accurate, on-time payroll processing with full tax compliance and filing.
Sales Tax Compliance
Automated multi-jurisdiction sales tax with Avalara integration.
Accounts Payable & Receivable
Organized AP/AR management to keep your cash flow healthy and on track.
Budget Preparation & Cash Flow Projection
Clear budgets and cash flow forecasts to drive confident business decisions.
Financial Reporting
Comprehensive P&L, balance sheets, and custom reports on your schedule.
Inventory Tracking
Real-time inventory tracking with Shopify integration and COGS reporting.
Month-End & Year-End Reconciliation
Precise monthly closes and year-end prep so tax season is stress-free.
Tax Preparation Support
Clean, organized records that make your CPA's job easy come tax time.
Administrative Services
Operational support and document management to keep your business running smoothly.
Industries We Serve
Every industry has unique financial needs. We bring specialized knowledge to each field we work with.
AI-Powered Efficiency & Seamless Integrations
We leverage modern AI tools and deep platform integrations to streamline your financial operations — reducing manual work, catching errors early, and keeping everything in sync.
AI-Streamlined Bookkeeping
We use AI-powered tools to automate data entry, categorize transactions, flag anomalies, and generate reports faster — so your books are always accurate and up-to-date.
Shopify Integration
Seamless sync between your Shopify store and QuickBooks. Sales, refunds, fees, and inventory are automatically reconciled — no manual data entry required.
Avalara Tax Compliance
Automated sales tax calculation, filing, and remittance through Avalara. Stay compliant across every jurisdiction without the headache of manual tracking.
Certified. Qualified. Trusted.
Your business deserves a bookkeeper with the training and credentials to do the job right.
Intuit QuickBooks ProAdvisor
Certified by Intuit to provide expert-level QuickBooks support, setup, and optimization for your business.
Intuit Trained Bookkeeper
Professionally certified with the expertise to manage your books accurately, maintain compliance, and support your growth.
QuickBooks Online Certified
Advanced QuickBooks Online certification demonstrating deep proficiency in cloud-based accounting, reporting, and business management.
Send Your Documents Securely
Upload bank statements, receipts, prior tax returns, payroll records, or anything else you'd like us to review. Submissions travel over an encrypted HTTPS connection and are stored privately — only Coastal Financial Services can access them.
Let's Talk About Your Business
Start with a free conversation. No pressure, no obligation — just an honest look at what your business needs and how we can help, whether you choose us or not.