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Outsourced Accounting

Offering a robust line of productsto 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:

Outsourced Accounting Basic


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
Outsourced Accounting Standard

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
Outsourced Accounting Complete

Includes Standard plus:

Proactive CFO

  • Bank reconciliations and month end close
  • Ongoing meeting cadences
  • Onboarding and transition
  • 12 month forecasting
  • Cash flow management planning to increase:
    • Revenue
    • Gross Profit
    • Net Profit
    • Net Worth
  • Core tax planning & implementation
  • Proactive tax planning