Bookkeeping & Payroll

Connected Finance Back-Office Services

Give recurring finance work a clear owner and rhythm.

Finance back-office operations connect recurring bookkeeping, payroll coordination and receivables into a clearly owned process. We organize source records, support agreed work in the tools approved for your business and prepare reports and open items for owner review and accountant handoff.

Discuss this serviceExplore the scopeExplore Strategy & Business Operations

Bring recurring records into one routine.

Each month connects approved inputs, owner review and the accountant handoff.

  1. Collect source records
  2. Run agreed routines
  3. Review open items
  4. Report and hand off

Approvals, exceptions and responsibility stay visible through close.

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William Smith's hand-coloured 1816 sketch of the succession of strata, from the granite of Snowdon to the chalk of the Thames valley
Above, Washington Contractor Network. Below, William Smith, Sketch of the Succession of Strata and their relative Altitudes, 1816. Public domain, via Wikimedia Commons.

Unearth at the physical layer.

Finance Back-Office Operations works in the physical layer. Strata Modus raises the information floor, from the physical layer to the digital surface.

  1. Convert
    The digital surface

    Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.

    Marketing & AdvertisingWeb Design, Development & CRO
  2. Connect
    The signal layer

    How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.

    AI & Business Automation
  3. Build
    The operating structure

    The systems the work runs on: strategy, software, technology and the integrations between them.

    Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting
  4. Unearth
    The physical layer

    The work itself: crews, jobs, records, compliance and the numbers behind them.

    Compliance & Operational ReadinessBookkeeping & Payroll

The person accountable for the work

Led by Allana Steele.

Portrait of Allana Steele wearing a navy dress and pearl necklace.

Allana Steele, MBA

Director of Compliance & Automation Controls

Allana brings experience in internal controls, data governance and reporting automation at J.P. Morgan Chase, alongside public-sector risk and compliance work. She applies that background to organized records, documented approvals and reliable bookkeeping and payroll routines for your business.

Your consultation defines the accounts, workforce, systems and support you need. We agree on delivery responsibilities, review dates and pricing before work begins.

Meet Allana and explore her experience ↗
Discuss your financial operations ↗

The business opportunity

Finance Back-Office Operations,
with a clear purpose.

Bookkeeping, payroll and customer payments often run on separate calendars with different records and approvers. When a handoff is missed, owners spend time collecting updates and may have trouble seeing what is complete or still needs attention.

Set one working schedule for the financial routines in scope. Clear responsibilities connect source records, payroll approvals, receivables follow-up and reporting while leaving business decisions with the owner.

Build growth you keep.

Start with our infrastructure. Strengthen the assets in your business.

Strata tools & networks
Your retained assets

Your financial records, reporting and documented routines.

See the ownership pathway

Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.

The engagement

What we build
with your business.

A defined scope gives your team a clear picture of the work and what it needs to operate.

01

Monthly close and bookkeeping routine

Set record collection, transaction organization, agreed account reconciliations and reporting responsibilities.

02

Payroll coordination

Document the pay calendar, approved inputs, employer authorization, provider handoff and correction path.

03

Receivables tracking

Maintain an agreed view of outstanding invoices, follow-up ownership and customer questions.

04

Owner and accountant handoff

Prepare reports, source records, open questions and completion status for the agreed review.

From first conversation to working system

How the work moves.

  1. 01

    Review the current routines

    Map accounts, workforce, payroll arrangements, receivables and existing reporting.

  2. 02

    Confirm access and approvals

    Agree on authorized users, employer approvers, provider roles and document sources.

  3. 03

    Run the monthly schedule

    Complete the agreed recurring work and track exceptions with their owners.

  4. 04

    Review and hand off

    Prepare reports, open items and records for owner review and accountant follow-up.

Before we begin

Useful questions.

We’ll refine the details around your business in the first conversation.

What work can be included?

The scope can combine bookkeeping routines, payroll coordination, receivables tracking and reporting. The proposal lists each task, who approves it and which records or providers it depends on.

Who approves payroll and releases payments?

Your designated employer or business approver authorizes payroll and business payments. We document responsibilities and any provider handoffs before recurring work begins.

Does this include tax advice, tax filing or an independent audit?

The service organizes records, reports and handoffs for your business and accountant. Tax advice, tax-return preparation and assurance work remain with the qualified accounting professional you designate.

How is the service scoped and priced?

Pricing is set after consultation based on transaction and employee volume, pay frequency, receivables work, account condition and the support cadence requested.

Connected services

The next layer.

Explore this layer
01

Job Costing & Project Margins

Job costing connects estimated labor and materials with the costs recorded for a service or project. We define allocation assumptions, organize the supporting records and set a review routine that helps owners compare planned work with actual effort and expense.

Explore the service
02

Business Intelligence & Dashboards

Business intelligence gives owners a working view of sales, delivery, cash flow and margin signals. We agree on useful measures, connect available records, then configure a reporting tool or build a focused view and help your team use it.

Explore the service
03

Bookkeeping

Our small business bookkeeping services keep transactions, reconciliations and monthly reports organized. Led by Allana Steele, we help service-business owners spend less time chasing receipts and get a clearer view of income, expenses and outstanding payments.

Explore the service
04

Payroll Services

Our payroll services help small businesses organize employee records, approved hours and recurring pay runs. Led by Allana Steele, we coordinate payroll processing through your agreed provider, with clear approvals, exception handling and reporting back to your books.

Explore the service
05

Financial Preparation & Reporting

Financial preparation and reporting give service-business owners a clearer view of their numbers and a cleaner accountant handoff. We organize source records, surface gaps and prepare reports in the formats the accountant requests.

Explore the service

Meet the people.
Define the work.

Consultation-scoped pricing

This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.

Read the pricing and scope termsDiscuss the work for your business

Start with your business

Put Finance Back-Office Operations to work.

Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.

Let’s talk