Outsourced 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:

Silver

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks®
  • Reconcile credit card accounts
  • Prepare monthly financial statements

Advice

  • Tax planning
  • General business consulting

Gold

Includes Silver plus:

Payroll

  • Employee setup and new hire reporting
  • Processing payroll and interface with 3rd party payroll vendor
  • Payroll integration to general ledger
  • Monthly reporting of budget vs. actual results

Platinum

Includes Gold plus:

Bookkeeping

  • Recording customer payments
  • Process vendor bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills