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:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Bookkeeping

  • Prepare 1099’s for contractors

Advice

  • Prepare monthly financial statements for viewing in QBO
  • Bi-annual strategic meetings to analyze the health of the business
  • Bi-annual tax planning meetings

Tax

  • Preparation of business tax returns as well as the individual tax returns for one owner

Includes Outsourced Accounting Basic plus:

Advice

  • Preparation of monthly financial statements, including comments and highlights regarding key metrics
  • Monthly strategic meetings to analyze the health of the business
  • Quarterly tax planning meetings, including the preparation of tax planning reports and action items for follow-up

Tax

  • Preparation of sales and use tax returns

Includes Outsourced Accounting Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Provide digital access to paid bills
  • Assist with annual Workers’ Compensation audits