Stay updated on all areas of tax filings and business processes affected by COVID-19
Learn moreOutsourced Accounting
Offering a robust line of productsto 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:
Includes:
Bookkeeping and Tax Prep
- Maintain monthly reconciliation of books
- Prepare payroll
- Submit payroll taxes to agencies
- Prepare payroll tax returns
- Reconcile electronic transactions into QuickBooks®/Accounting CS
- Provide employer access to electronic pay records
- Prepare W-2s
- Preparation of monthly financial statements
- Prepare 1099/1096
- Quarterly filing (online) 941 and RT-6
- Yearly -W2/W3 processing
- Yearly – 940 filing (online)
- Business tax return preparation
- Annual filing fee
Includes Basic plus:
Proactive Tax Planning
- Deduction review & strategy planning
- Legal entity optimization across LLC, S Corp, C Corp, partnership
- Retirement options & plan
- Insurance review to protect assets and reduce taxes
- Quarterly estimated payments
- Quarterly 1 on 1 review of tax position
Includes Standard plus:
Proactive CFO
- Bank reconciliations and month end close
- Ongoing meeting cadences
- Onboarding and transition
- 12 month forecasting
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Cash flow management planning to increase:
- Revenue
- Gross Profit
- Net Profit
- Net Worth
- Core tax planning & implementation
- Proactive tax planning