Outsourced Accounting

Offering a robust line of services to meet your business and personal needs

Select a service

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:

Essentials

Includes:

Account reconciliation

  • Reconcile electronic transactions into QuickBooks
  • Reconcile bank and credit card accounts
  • ​Perform month-end close
  • ​Prepare monthly financial statements
  • Prepare monthly budget reports

Advice

  • Standard ​KPI Dashboard
  • ​Annual tax projections and planning
  • General business consulting

Tax

  • Tax preparation

Core

Includes Essentials 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-2s
  • Pension remittance
  • Garnishment remittance

Complete

Includes Core plus:

Bill pay management

  • ​Process bills and payments
  • Process employee expense reports
  • Provide digital access to paid bills

Advice

  • Quarterly video conference to review key performance measures

Add on

  • Business management services