Check out our monthly newsletter, planning, and tax tip resources!

Learn more

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 back office support system

GOLD

Includes:

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

Tax

  • Tax preparation
  • Prepare 1099s for contractors

Advice

  • Prepare quarterly financial statements
  • Year round tax planning with formal annual tax plan prior to year-end
  • General business consulting

PLATINUM

Includes Gold plus:

General ledger

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