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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.

Choose the solution that is right for your business:

Essential

Includes:

Account reconciliation

  • Reconcile electronic transactions into QuickBooks®
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Payroll allocation

Advice

  • QuickBooks monthly financial statements

Tax

  • Business tax preparation
  • 1099 preparation for contractors
  • Business personal property declaration

Software

  • QuickBooks Online Plus subscription
  • Dext

Advance

Includes Essential plus:

Full-service payroll and reporting

  • Process 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

Advice

  • Year-end tax projection & planning
  • General business consulting

Tax

  • Sales and use tax preparation

Software

  • ADP Run

Complete

Includes Advance plus:

Accounting services

  • Process bills
  • Provide digital access to paid bills
  • Maintain credit card expenses and receipts

Advice

  • Cash flow forecasting

Software

  • Bill.com

Optional services

  • Accounts receivable
  • Pension remittance
  • Garnishment remittance
  • Review key performance indicators