Operate >
Reliable bookkeeping & accounting powered by technology.
Operate delivers the financial clarity every business needs, with accurate bookkeeping and accounting that keep your foundation strong. By ensuring compliance and precision in day‑to‑day operations, Vistara gives leaders the confidence to focus on growth instead of the numbers.
Clear, accurate financials
We deliver precise bookkeeping and accounting that ensure your financial records are always reliable and up to date. With clarity at the core, you gain the foundation needed to make informed decisions and build lasting trust.
Compliance and payroll handled
We take the complexity out of compliance and payroll, managing the details so you don’t have to. From regulations to employee pay, Vistara ensures accuracy, timeliness, and peace of mind.
Day-to-day confidence in the numbers
With consistent reporting and dependable processes, you can trust your numbers every single day. Vistara gives leaders the confidence to focus on growth, knowing the financials are always in order.
operate - expanded capabilities
Core Bookkeeping & Compliance
- Transaction recording and reconciliation (bank, credit card, merchant accounts)
- Chart of accounts setup and maintenance
- Accounts payable and receivable tracking
- Month‑end and year‑end close processes
- GAAP‑compliant financial recordkeeping
Payroll & Employee Support
- Payroll processing and reporting
- Benefits and deductions management
- Employee onboarding documentation
- Compliance with federal, state, and local payroll regulations
- Year‑end W‑2 and 1099 preparation
Financial Reporting & Accuracy
- Monthly financial statements (P&L, balance sheet, cash flow)
- Custom reporting tailored to client needs
- Variance analysis and error detection
- Audit‑ready documentation and support
- KPI tracking at the operational level
Compliance & Controls
- Sales tax calculation and filing
- Vendor compliance checks (W‑9, insurance certificates)
- Internal controls for fraud prevention
- Regulatory filings and deadline management
- Secure document storage and retrieval
Technology & Integration
- QuickBooks Desktop/Online setup and optimization
- Integration with payroll, expense, and invoicing apps
- Automated transaction imports and categorization
- Cloud‑based document management
- Ongoing system maintenance and troubleshooting
How Our operate services Work
Our Approach
Operate is the foundation of Vistara’s Client Journey—keeping your financials accurate, compliant, and dependable so you can focus on growth. We handle the day‑to‑day essentials with discipline and care, giving leaders confidence in their numbers.
Step 1: Record
We capture and organize every transaction with precision, ensuring your books are always current and reliable.
Step 2: Reconcile
Accounts are reconciled regularly to maintain accuracy, eliminate errors, and provide a clear financial picture.
Step 3: Comply
We manage payroll and compliance requirements seamlessly, reducing risk and freeing you from administrative burdens.
Step 4: Report
Consistent reporting delivers clarity you can trust, providing the insights needed for informed decisions.
Step 5: Support
Operate isn’t just bookkeeping and accounting, it’s ongoing support. We ensure your financial foundation stays strong, so you can confidently build toward the future.