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Outsourced Accounting

Offering a robust list of services to 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:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Reconcile loan accounts
  • Post adjusting entries for depreciation, etc.

Advice

  • Prepare monthly financial statements
  • Tax planning
  • General business consulting

Tax

  • Income tax preparation

Includes Basic plus:

Bookkeeping

  • Enter all bank transactions into QuickBooks
  • Enter all credit card transactions
  • Prepare 1099’s for contractors
  • Quarterly video conference to review financial performance

Optional Bookkeeping Add-on Services:

  • Prepare and pay sales tax
  • Process bills and payments
  • Process employee expense reports
  • Create and send invoices to customers and record payments

Includes Standard plus:

Payroll*

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2’s
  • Pension remittance
  • Garnishment remittance

*Can be a stand-alone service