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Outsourced Accounting

Identify your financial goalsBegin your journey towards achieving your dream of financial success

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:

Outsourced Accounting

Basic

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting

Tax

  • Tax preparation

Outsourced Accounting

Standard

Includes Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Garnishment remittance

Outsourced Accounting

Complete

Includes Standard plus:

Bookkeeping

  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Quarterly video conference to review key performance measures