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Outsourced Accounting

Offering a robust line of productsto meet your personal and business needs

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:

Basic

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile credit cards
  • Reconcile electronic transactions
  • Prepare monthly financial statements
  • Xero accounting software subscription

Annual Tax Returns

  • Personal
  • Business

Standard

Includes Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Employee access to paystubs
  • Employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Gusto payroll software subscription

Complete

Includes Standard plus:

Consulting

  • Tax projection meetings 2x year
  • Tax planning
  • Preparation of 1099s
  • Overhead analysis
  • Quarterly meetings to review key performance indicators (KPIs)
  • General business consulting
  • Debt restructuring