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. The result is clear financial insight to make confident business decisions, without the overhead of a full in-house finance team.
Consistent monthly bookkeeping with accuracy and real-time financial clarity.
Reliable, on-time payroll processing with full tax compliance and filing.
Automated multi-jurisdiction sales tax with Avalara integration.
Organized AP/AR management to keep your cash flow healthy and on track.
Clear budgets and cash flow forecasts to drive confident business decisions.
Comprehensive, GAAP-compliant P&L, balance sheets, and custom reports on your schedule.
Real-time inventory tracking with Shopify integration and COGS reporting.
Precise monthly closes and year-end prep so tax season is stress-free.
Clean, organized records that make your CPA's job easy come tax time.
Operational support and document management to keep your business running smoothly.
Complete year-end contractor and employee filings, prepared and submitted on time.
Structured chart of accounts and accounting software setup built around how your business runs.
Every industry has unique financial needs. We bring specialized knowledge to each field we work with.
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.
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.
Seamless sync between your Shopify store and QuickBooks. Sales, refunds, fees, and inventory are automatically reconciled — no manual data entry required.
Automated sales tax calculation, filing, and remittance through Avalara. Stay compliant across every jurisdiction without the headache of manual tracking.
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 Inc. can access them.
Start with a free, no-pressure consultation — an honest look at what your business needs and how we can help.