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Outsourced Accounting

Offering a robust line of productsto meet your personal and business needs

Select a product

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Primary

Includes:

Bookkeeping

  • Reconcile bank accounts
  • Prepare financial statements
  • Reconcile credit card accounts
  • Quickbooks® support and integration

Tax

  • Tax preparation
  • Sales tax preparation

Advisory

  • Tax planning
  • Quarterly video check-in meetings

Enhanced

Includes Primary plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Prepare W2’s and submit to required agencies
  • Process third party payments
  • Provide employer access to electronic pay records

Advisory

  • Monthly video check-in meetings

Ultimate

Includes Enhanced plus:

Payroll

  • Provide employee access to electronic pay stubs
  • Provide employee access to electronic W2’s

CFO Services

  • Process bill payments
  • Process employee expense reports
  • Prepare 1099’s for contractors
  • Submit 1099’s to Social Security Administration
  • Process accounts receivable

Advisory

  • As needed video check-in meetings