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Accounting


Offering a robust line of products to 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:

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