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


Client Accounting Services

  • Bank & credit card reconciliation
  • Prepare monthly financial statements
  • Sales tax
  • Payroll processing
  • Annual W2/W3 processing
  • Annual state renewal
  • 1099/1096 (up to 5)
  • Business tax return
  • Personal tax return
Outsourced Accounting Standard

Includes Basic plus:

Tax Advisory Services

  • Tax planning
  • Tax planning implementation
  • Estimated tax
  • Legal entity optimization
  • Retirement planning
  • 1-on-1 yearly tax position review
Outsourced Accounting Complete

Includes Standard plus:

Proactive CFO

  • Ongoing meetings
  • 12 month forecast
  • Cash flow management planning to increase:
    • Revenue
    • Gross profit
    • Net profit
    • Net worth