The exceptional bookkeeping for growing businesses

You launched your business with a vision, not to manage cash flow or reconcile accounts. However, these tasks are our expertise.

Tapestri Services gives you the freedom to focus on your business, knowing you’ll receive accurate, detailed books every month.

Why companies like yours choose Tapestri Services

Unmatched accuracy

Receive precise and punctual monthly bookkeeping with our expert team. Supported by powerful bookkeeping software, we ensure common errors are automatically eliminated, guaranteeing accuracy in your books.

Expert support and partnership

Obtain a dedicated finance expert for your business’s bookkeeping services. In addition to managing your books and taxes, we assist you in selecting the ideal payroll provider and provide financial best practices to support your overall financial management.

Built for growing businesses

We are specifically designed for growing businesses with accrual basis bookkeeping and burn rate reports. Our seamless integration with a wide range of tools, including Bill.com, Stripe, Gusto, and many more, ensures smooth operations and streamlined financial management.

Full service tax prep and financial support

We go beyond bookkeeping to cater to your expanding financial requirements. With our Tax or CFO Services, we provide comprehensive support, from filing business income taxes to creating investor decks and everything in between.

Getting started with Tapestri Services is easy

1

Meet your dedicated bookkeeping expert

Embarking on a new journey or transitioning bookkeeping services? Getting started is a breeze. Your dedicated finance expert will be there every step of the way, handling the onboarding process, familiarizing themselves with the intricacies of your finances, and becoming your trusted partner as your business flourishes.

2

Send your transactions — automatically

Bid farewell to the tedious task of exporting CSV files and emailing attachments. Tapestri Services integrates seamlessly with the tools your business already relies on, such as QuickBooks, Gusto, and Expensify. Your finance expert will gather the initial details, and from there, you can expect a reliable and accurate process throughout.

3

Get your financial report, get back to business

Every month, you’ll receive a comprehensive report that encompasses your profit and loss statement, balance sheet, and cash flow statement for the previous month. These monthly financial reports are tailored to your specific industry, including the metrics that hold significance. For startup bookkeeping, we calculate your burn rate, while for ecommerce stores, we provide essential inventory updates.

4

Add tax or CFO services, if you need it

If you require financial assistance beyond bookkeeping, we offer additional services to cater to your specific needs. Whether it’s invoicing your clients or creating comprehensive budgets, we are here to provide the support your growing business requires.

Get additional services, beyond the books

Occasionally, you may require financial support that goes beyond monthly bookkeeping. With Tapestri’s additional services, we can assist you in paying your business bills and generating invoices for your customers, all at an hourly rate.

Need more strategic finance support?

Through our CFO services, we specialize in constructing investor decks, budgets, and more. Outsourcing your CFO needs to us can streamline the fundraising process and enhance financial planning for your business.

Tapestri Services has proven to be an invaluable asset, offering exceptional responsiveness and delivering comprehensive guidance and time-sensitive financials. Their remarkable care and commitment to our business showcase their unwavering dedication.
– Client

Frequently asked questions

Bookkeeping is an important foundation for any business, so we understand if you have questions. We address common concerns in our FAQ – but always feel free to reach out with specific questions


How does pricing work?

Our bookkeeping services and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. Contact us for more details.

What are the requirements to start with Tapestri Services?

We have three requirements that allow us to deliver the most accurate books for your business.

  1. Electronic transaction access
  2. Expense reporting software
  3. No commingling of personal expenses
Is support included? Can I ask questions?

Yes! Support is included in your plan. Your dedicated finance expert is happy to answer any questions you might have. We strive to respond to inquiries in one business day or less. Contact us for more details.

What’s the difference between accrual bookkeeping and cash bookkeeping?

Cash bookkeeping only tracks when money enters or leaves a bank account. Accrual bookkeeping is a more sophisticated approach that records when the money was earned or owed. Most larger companies use accrual basis bookkeeping and Tapestri Services does accrual from day one so there’s no painful transition later.

Are AP/AR services included?

They are not included by default, but you can add them to any plan. Please ask your sales rep for details.


Your full finance stack

Tapestri Services goes above and beyond CFO services, providing comprehensive solutions for all your business’s financial management needs.

Tax

Experience seamless handling of your tax preparation and bookkeeping in one place. We take care of filing your business income taxes, including 1099 filings, as well as local and federal tax returns, ensuring full compliance with the IRS.

Payroll

Experience the convenience, efficiency, and accuracy of our payroll services. We ensure accurate and timely payment distribution, handle tax withholdings and deductions, and stay up to date with changing regulations.

CFO Services

In search of advanced finance support? Look no further. We have your back. Access expert CFO support tailored to your business requirements, whether it’s budget development or fundraising preparation.

See what Tapestri Services can do for you

Get the peace of mind that comes from partnering with our experienced finance team.