Outsourced Accounting
Offering a robust line of products to meet your personal and business needs
Select a product
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.
Your office support system
Includes:
- Monthly bank feed management
- Monthly reconciliations of cash and credit cards
- Fixed, predictable monthly fees
- Customer service guarantee
- Unlimited support
- Source document collection and capture
- Guaranteed federal tax filing by February 10th of each year
Includes Basic plus:
- Financial reports
- 1 hour complimentary training/consulting
- Federal tax return preparation
- Guaranteed reports by 15th of each month
Includes Standard plus:
- Weekly bank feed management
- Reconciliations of all accounts
- Private Slack channel for quick communication
- Financial reports
- Advisory services
- Unlimited consulting
- Guaranteed reports by the 10th of each month
Possible Add-Ons to each package:
- Accounts receivable
- Accounts payable
- Expense management
- Financial analysis and advisory services
Other Services We Offer:
- Business foundation services – for brand new businesses
- Tax preparation
- QuickBooks training
- Unlimited support packages for DIY bookkeeping
- Setup of QuickBooks Online
- Migration over to QuickBooks Online
- Payroll setup and processing
- Excise/sales tax filings
- Annual LLC renewals
- 1099 preparation