Outsourced Accounting
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.
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.
Outsourced Accounting Services
Accounting
Tax
Audit Protection Accounting
You run your business…we’ll run the numbers
You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.
- Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
- Time savings—Take back all of those hours spent in the back-office processing bookkeeping work…and put them toward advancing your business.
- Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.
Tax
Tax support tailored to your needs
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
- Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
Audit Protection
Fear no audit…we’ve got your back
Working with the IRS is one of our specialties. Put our expert team to work for you to handle all IRS notices and letters and represent you on both the state and federal levels—up to appeals and/or litigation.
- Peace of mind—Sleep well knowing that your trusted advisor has you covered.
- Time savings—Eliminate the hours required to translate IRS notifications and letters.
- Stay focused—Let us manage your audit so you can stay focused on running your business.
Your back office support system
Choose the plan that best fits your needs.
Standard
Outsourced Accounting
- General Ledger
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks®
- Reconcile credit card accounts
- Tax
- Tax preparation
- Coaching
- Prepare monthly financial statements
- Prepare monthly budget reports
- Review pension compliance
- Review other employee deductions for compliance
- Tax planning
- General business consulting
- Quarterly video conference to review key performance measures
Complete /standard +
Outsourced Accounting
- Accounts Payable
- Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Prepare 1099s for contractors
- Provide digital access to paid bills