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Offering a robust line of products to meet your personal and business needs
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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:
Monthly Accounting
- Recording transactions in QuickBooks® online
- Reconcile bank accounts
- Reconcile credit cards
- Prepare monthly financial statements
Annual Business Consulting (one 4th qtr meeting)
- General business consulting
- Tax planning
- Year-end tax estimate projection
Annual Tax Return Preparation
- Business tax return preparation
- Federal & State tax notice correspondence
- Sales tax return preparation (if applicable)
Premier
Includes Essentials plus:
Monthly Accounting
- Track credit card and expense receipts
- Process employee expense reports
Manage Payroll Process
- Setup payroll with 3rd party provider
- Liaise with 3rd party payroll processor
- Ensure quarterly payroll returns are filed by 3rd party
- Ensure annual reports and W2 wage forms are prepared
Quarterly Business Consulting (one meeting each qtr)
- General business consulting
- Tax planning
- Qtrly tax estimate projections
Elite
Includes Premier plus:
Monthly Accounting
- Process bills and vendor payments using Bill.com
- Collect Form W9's from contractors
Monthly Business Consulting (unlimited meetings)
- General business consulting
- Tax planning
- Qtrly tax estimate projections