Services
The admin work that piles up after hours
Pick what you need. Each service runs on a written playbook, so the work gets done the same way every month.
Bookkeeping and close
Categorized transactions, reconciled accounts and a real month-end close.
- QuickBooks Online or Xero
- Receipt capture
- Bills and invoices (AP/AR)
Reporting and analysis
Monthly financials you can read, plus a short call to walk through them.
- P&L, balance sheet, cash flow
- KPI dashboard
- Budgets and forecasts
Payroll and HR admin
Payroll runs, onboarding paperwork and the year-end forms.
- Gusto setup and runs
- PTO tracking
- Contractor 1099s
E-commerce operations
Online sales that tie out to the bank, with fees and sales tax tracked.
- Shopify, Square, Amazon
- Payout reconciliation
- Sales tax tracking
Admin automation
AI assistants that sort email, draft replies and keep the calendar straight. Nothing goes out without your OK.
- Inbox triage and drafts
- Scheduling
- Paper-to-cloud setup
Tax prep
Business and owner returns prepared from books we already keep, so nothing gets rebuilt in March.
- Business returns
- Owner returns
- IRS notices
How it works
From shoebox to monthly numbers in three steps
Clean up and go digital
We scan the paper, set up the right apps in your name and catch the books up.
Usually the first 2 to 4 weeks
Build your playbook
We map how money moves through your business and automate the repetitive parts with AI.
Checklists, agents and report templates
Close, report, review
Books closed by the 5th business day, reports in your inbox, and a call to go over what changed.
One monthly fee by service level
Ownership
Your data stays yours
Everything is set up in your accounts. We get user access, and you can remove it anytime.
Yours
- Your QuickBooks or Xero company file
- Bank and card connections
- Payroll account and employee records
- Your documents in your Google Drive or OneDrive
If you ever leave, nothing has to be moved or migrated.
Ours
- The process playbooks and checklists
- AI agents and automations that do the routine work
- Report and dashboard templates
This is what keeps the work fast and the fee predictable.
About
Corporate finance experience, sized for a small business
I'm Stephen Stack. I've spent 15+ years in accounting and financial planning, most recently leading FP&A for a global company, where my job was building systems that close the books faster and turn numbers into decisions.
I live in Eden and started Stack Office to bring that same discipline to the small businesses around me, at a price that makes sense for a 1 to 10 person shop.
Founding pilots
Three local businesses, 90 days, no fee
We're starting with a small group of northern Utah businesses to prove the process before setting public prices.
- Length90 days, and either side can end it anytime
- CostFree during the pilot, with a founding rate if you stay
- AskHonest feedback, and a referral if it works
Apply for a pilot
Send a quick note with your business name, team size and what takes the most of your time. I'll reply within one business day.
Email stephen@stackoffice.aiOr call or text (801) 675-3884