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:
Includes:
Prepare business's books
- Enter or import transactions into QuickBooks®
- Reconcile bank accounts
- Reconcile credit card accounts
- Reconcile loans
- Sales tax filings
Payroll
- Submit payroll taxes to agencies
- Prepare and submit payroll tax returns
- Prepare and submit W-2's
- Prepare and submit 1099s for contractors
Tax preparation
- Business tax
- Property tax
- Individual tax for owners
Business consulting
- Prepare quarterly growth reports
- Annual consulting
Includes Basic plus:
Accounts payable
- Process bills and vendor payments
- Track credit card expenses and receipts
- Process employee expense reports
- Provide digital access to paid bills
Accounts receivable
- Invoicing
- Statements
- Collections
- Customer payment processing
Business Consulting
- Monthly growth reports
- Quarterly consulting
Includes Standard plus:
Controller services
- Assist in-house bookkeeper
- Review accounts for accuracy
- Review payroll and filings
CFO services
- Prepare monthly growth reports
- Budgeting and variance analysis
- Cash flow management
- Tax planning
- Business performance review
- Design and implement financial controls
- Establish KPIs
- Monthly meetings
Key Performance Indicators
- Revenue
- Growth
- Revenue per client
- Profit margin
- Client retention rate
- Customer satisfaction
Industry Specific Benchmarks
- Internal
- External
- Performance & practice
Business Consulting
- Monthly growth reports
- Monthly consulting