“Can a small outsourced bookkeeping firm free business owners from financial administration entirely by combining cloud accounting tools with streamlined payment workflows?”
Latitude Bookkeeping Services was founded in 2018 by David Perry, a former associate pastor who managed church finances and recognized that small business owners and ministry leaders were overwhelmed by financial administration. The company provides outsourced bookkeeping services to over 25 business clients, positioning itself as a back-office financial partner rather than a technology platform. Embedded finance usage is limited to operational tooling — notably Melio for accounts payable — rather than any embedded finance product the company sells to its own customers.
Latitude Bookkeeping Services integrates with QuickBooks Online.
The Embedded Finance Index 2026 maps 2 layers in Latitude Bookkeeping Services's stack: Accounting (QuickBooks Online); Spend / AP (BILL).
Latitude Bookkeeping Services was founded by David Perry and is founded in 2018, headquartered in Plattsburgh, New York, USA.
Get a read on where your own stack stands against Latitude Bookkeeping Services and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.