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Outsourced Accounting



Increasing your Financial and Personal Prosperity Through Our Professional Advisory Services

Select a product

We will be your personal 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:

Outsourced Accounting Basic

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Track credit card expenses and receipts
  • Reconcile electronic transactions into QuickBooks®
  • Reconcile credit card accounts
  • Filing of gross receipts tax reports
Outsourced Accounting Standard

Includes Basic 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
  • Prepare 1099s for contractors

Tax

  • Annual tax plan
  • Tax return review meeting
  • Form withholding calculations/estimates consultation
  • Extra printed copies of tax returns (tax return preparation offered separately)
Outsourced Accounting Complete

Includes Standard plus:

Bookkeeping

  • Quarterly video conference to review key performance measures

Advice

  • Prepare special reports of operations and KPI measures for greater insights and planning capabilities
  • Prepare annual budget reports
  • Phone/email consultation availability year-round for general business and tax inquiries

Tax

  • Form preparation for IRS notices
  • Annual tax strategy meeting
  • Quarterly tax planning
  • Estimate reminders (tax returns offered separately)