Latitude Bookkeeping Services
“Can a small outsourced bookkeeping firm free business owners from financial administration entirely by combining cloud accounting tools with streamlined payment workflows?”
Founded2018
HQPlattsburgh, New York, USA
FoundersDavid Perry
IndustryVertical SaaS / Accounting
The story
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.
Last 12 months
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Product timeline
2018
Founded by David Perry to provide bookkeeping services to small businesses and ministry organizations, offering monthly cloud-based bookkeeping via QuickBooks Online.· pivot
The stack
Accounting
Accounting gap: none