The accounting system for small business owners
A single place for your books, tax strategy, and reporting — software that runs the system, an expert tax team who owns the outcome.
Your system of record for accounting, reports, and tax
Most business owners don’t have a system. They have fragments.
Visor replaces disconnected tools, spreadsheets, and one-off support with a single system that holds your financial data and workflows in one place.
With everything structured inside one system, your finances start to work the way they should:
- Books stay current — no end-of-month catch-up, no year-end rebuild
- Reports show profit, cash, and performance in a format you can actually use
- Tax process runs on a structured timeline — not deadline-to-deadline
No more chasing information. Everything organized, visible, and ready when you need it.
What your business looks like with Visor
Your books stay current — not something you catch up on later.
Transactions are organized as activity happens. No end-of-month rebuilds, no year-end gaps. Your numbers reflect what's actually happening in your business, in real time.
You always know where you stand.
Your reports follow a consistent structure so you're never adjusting to new formats or questioning what you're looking at. Just clear numbers that tell you how the business is performing and what to do next.
Quarterly tax planning — not just year-end filing.
Most accounting services keep your books clean and hand you a package in January. Visor's expert team reviews your tax position every quarter — estimated payment timing, deduction opportunities, entity structure, and retirement contribution windows — before the decisions are already made.
And when year-end arrives, we prepare and file your return. It's the last step of a year-long process — not the starting point of one.
You keep visibility. We carry the workload.
Every piece — books, reports, tax strategy — runs through one system, reviewed by one team. When you need to check a number, make a decision, or hand something to an investor or lender, it's already organized and ready. The more complex your business gets, the more that matters.
The whole accounting system — not just the bookkeeping.
From setup to reporting to tax, here's how Visor keeps everything moving.
- Onboarding
Start clean. Stay clean.
We don’t inherit chaos and hope it works.
Your setup starts with structure — accounts connected, categories defined, and your system built around how your business runs.
You begin with a foundation built to last — not a setup you'll be cleaning up six months from now.
Onboarding · Step 1 of 512345Personal Tax Return2024 Final 1040 Return for Sarah…ProcessingUploading documentExtracting text & dataAnalyzing contentProcessing completeLegal First Name*SarahLegal Last Name*ChenAddress*123 Main St, Austin TXPhone Number*|Filing Status*Married Filing JointlyAuto-filled from your tax returnWe found these businesses on your tax return.Greenleaf Studio LLCSingle Member LLC / Sole PropAddMeridian ConsultingS-CorporationAddAdd a businessGreenleaf Studio LLCEntity Type*Single Member LLCEIN (Optional)82-2504332Formation Year*Enter the yearOwnership %*100%Auto-filled from your tax returnServices Needed*BookkeepingTax Prep & FilingS-Corp Conversion1099 ManagementYour AccountsAssign each account to its corresponding businessPCPlaid Checking••••0000Select business…Greenleaf Studio LLCMeridian ConsultingPBPlaid Business Cr…••••9999Select business…Greenleaf Studio LLCMeridian Consulting+ Connect your accountsContinueLet's start by reviewing your recent tax return.This helps us hit the ground running — your income sources and filing type tell us a lot.
- Reporting
See your business clearly
Your numbers should answer questions, not create them.
Profit, cash position, and trends are laid out in a format you can read and use.
No digging. No second-guessing.
Financial Overview · Rolling 12moRevenue$842K+12.4%Net Profit$215K+8.3%Margin25.5%+2.1%Profit & LossRevExpExpenses - Tax Organization
Tax becomes a process, not a scramble
No loose ends. No last-minute questions.
Documents are collected as you go, your books stay aligned to tax categories, and everything is ready when it’s time to file.
Filing becomes the final step, not the starting point.
Tax organizer · 20252025 Tax Organizer
Step-by-step tax prep for Greenleaf Studio
Progress57%
Built for business owners who are done guessing
Visor offers proactive tax planning and preparation — not just preparation. That distinction matters.
Stephen Lewellis, MD, PhD
Above & Beyond Dermatology
I love knowing that I have someone who can focus on the minutia and also think big picture about the strategy.
Nick Gray
TriPeak.com
I'd absolutely recommend Visor — they make things simple, are easy to work with, and you feel taken care of.
Jo Chapman
Founder, myVAmatch
Questions, answered.
Your business is already built. Now give it the accounting system it deserves.
You already did the hard part. Now let the system handle the rest.