Talk to Stephen

Eden | Northern Utah

Your back office, handled. AI‑powered, run by a finance pro.

Bookkeeping, monthly reporting, payroll admin and tax prep for small businesses still running on paper and spreadsheets. You get clean books and clear numbers every month, without hiring.

Apply for a free pilot See what we take on

For owner-operated small businesses.

October close

Example client · Day 3 of 5
  1. ✓Bank and card feeds reconciled3 accts
  2. ✓Receipts matched to transactions146 / 146
  3. ✓Payroll synced from Gusto2 runs
  4. ✓Shopify sales, fees and refunds booked$18,420
  5. Bills reviewed and scheduled9 of 12
  6. P&L, balance sheet, cash flowNov 5
  7. Owner review callThu Nov 6
4 of 7 steps doneBooks close by the 5th

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

1 Getting started

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

2 Setup

Build your playbook

We map how money moves through your business and automate the repetitive parts with AI.

Checklists, agents and report templates

3 Every month

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 21+ 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 an owner-operated business.

MBA21+ yrs accounting and FP&AClose automationEden, Utah

Founding pilots

3 2 spots left

Local businesses, 30 days, no fee

We're starting with a small group of northern Utah businesses to prove the process before setting public prices.

  • Length30 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.ai

Or call or text (801) 675-3884