Bookkeeping & Financial Operations
More Than Numbers—A Partnership Built on Trust and Shared Value
Expert financial support that aligns with your mission and keeps operations stress-free
What makes HigherRing different?
By handling your financial operations, we give you the bandwidth to concentrate on scaling your business and serving your customers.
Mission-Aligned Partnership
We understand impact-driven organizations because we are one—certified B Corp, PBC, and 1% for the Planet member
Expert Team,
Lower Costs
Access experienced financial professionals from lower cost-of-living areas in the Southeast—expert talent at rates that work for growing organizations
Flexible and
Scalable
Technology-
Forward
From tactical AP/AR to controller-level strategic planning, we scale with your needs without the overhead of full-time hires
We leverage AI and best-in-class platforms to streamline your processes while maintaining the human oversight that matters
Some of the great brands we work with
Level 2: Full-Charge Bookkeeping
Comprehensive bookkeeping that keeps your financial house in order
Ideal for: Growing organizations that need reliable, accurate books without a full-time controller
Tailored Financial Support for Every Stage
Support starts at $400/month
Level 1: Tactical Financial Operations
Perfect for organizations that need reliable execution of day-to-day financial tasks
✓ Accounts Payable (A/P) management
✓ Accounts Receivable (A/R) and invoicing
✓ Payroll processing
✓ Basic account reconciliation
✓ Transaction categorization and data entry
Everything in Level 1, plus:
✓ Complete month-end close and reconciliation
✓ Financial reporting and KPI tracking
✓ Budgeting support
✓ CPA coordination for tax preparation
✓ Vendor and customer relationship management
✓ Cash flow monitoring
✓ Vendor and customer relationship management
✓ W-9/1099 Processing
Level 3: Controller-Level Financial Management
Strategic financial partnership for organizations ready to scale
Ideal for: Organizations needing strategic financial guidance and comprehensive financial management
Everything in Levels 1 & 2, plus:
✓ Financial forecasting and scenario planning
✓ Advanced financial analysis and insights
✓ Annual budgeting and strategic planning
✓ Tax preparation and filing (in partnership with enrolled agents)
✓ Financial systems optimization
✓ Team oversight and management for multi-person engagements
✓ CFO-level reporting and board presentation support
Beyond Bookkeeping: Integrated Operations Support
HigherRing offers more than siloed financial services.
Our cross-functional team seamlessly integrates financial operations with executive assistance, HR operations, eCommerce and wholesale operations, and business operations support.
Mix and match services to create the perfect support team for your organization. We adapt to your existing systems or recommend impact-driven tools, leveraging AI to optimize workflows while you focus on your mission.
Tax Preparation & Filing Services
Our controller-level team partners with enrolled agents to provide comprehensive tax preparation and filing services. We ensure your books are tax-ready year-round, coordinate seamlessly with your CPA, and can manage the entire filing process for qualified clients.
Tax services include:
✓ Year-round tax planning and preparation
✓ Federal and state tax return filing
✓ Quarterly estimated tax payments
✓ Sales tax compliance and filing
✓ 1099 and W-2 preparation
✓ Tax deadline management and coordination
From HigherRing to You
Love your full-time team member? Hire them directly.
When you've built a strong working relationship with a full-time HigherRing team member and you're ready to bring them in-house, we'll work with you to transition them to your payroll. You get continuity with someone who already knows your business inside and out.
Trusted by Impact-Driven Organizatios
Our Xero Partnership
We proudly partner with Xero to deliver best-in-class bookkeeping solutions.
Xero's commitment to environmental responsibility and support for small business carbon accounting through Sumday aligns perfectly with our mission—and yours.
Ready to Transform Your Financial Operations?
Let's discuss how HigherRing can support your mission with expert, ethical financial services.
Financial Operations Blogs and Resources
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We Don't Talk Enough About Financial Shame in Entrepreneurship
How hiring a bookkeeper may relieve your burden and help you refocus on your mission.
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Strengthening Impact through Ethical Supply Chains
Why B Corps Should Prioritize Working With B Corps