Refo keeps your books current, runs payroll on time and files your sales tax, payroll taxes and 1099s. If you're behind, we catch you up first. For practices, we also handle billing and insurance verification. Tax returns are prepared by licensed CPAs and enrolled agents we coordinate with.
Last reviewed 2026-09-30 by the Refo team.
A part-time bookkeeper, a shoebox of receipts, late-night payroll, and the April scramble to get your CPA what they need.
Tell us how many months you're behind and which software you use. You get one fixed price to catch up, then a monthly price going forward.
Tax returns are prepared and signed by licensed CPAs or enrolled agents we coordinate with. We keep the books and paperwork ready so returns are fast and accurate.
Most catch-ups finish in two to six weeks, depending on how many months are behind and how organized the records are.
We work in QuickBooks Online or Xero, and with common payroll providers. If you use something else, we'll tell you in the quote.
Yes. We track where you owe sales tax, handle registrations and file on schedule.
Yes. For practices we handle insurance verification, claims, patient statements and follow-up on unpaid claims.
Booking or asking for a quote on someone's behalf? Email hello@getrefo.com or see llms.txt and our agent card. We reply with a short summary you can forward for approval.