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 monthly, quarterly and annual accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you to support a streamlined and highly efficient workflow. We utilize our secure client portal to share real-time views of your data, financials, tax records and other reports. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise. We want to be your partner in prosperity

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