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Offering a robust line of products

to 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.

Your office support system

Includes:

  • Monthly bank feed management
  • Monthly reconciliations of cash and credit cards
  • Fixed, predictable monthly fees
  • Customer service guarantee
  • Unlimited support
  • Source document collection and capture
  • Guaranteed federal tax filing by February 10th of each year
Outsourced Accounting - Standard

Includes Basic plus:

  • Financial reports
  • 1 hour complimentary training/consulting
  • Federal tax return preparation
  • Guaranteed reports by 15th of each month
Outsourced Accounting - Complete

Includes Standard plus:

  • Weekly bank feed management
  • Reconciliations of all accounts
  • Private Slack channel for quick communication
  • Financial reports
  • Advisory services
  • Unlimited consulting
  • Guaranteed reports by the 10th of each month

Possible Add-Ons to each package:

  • Accounts receivable
  • Accounts payable
  • Expense management
  • Financial analysis and advisory services

Other Services We Offer:

  • Business foundation services – for brand new businesses
  • Tax preparation
  • QuickBooks training
  • Unlimited support packages for DIY bookkeeping
  • Setup of QuickBooks Online
  • Migration over to QuickBooks Online
  • Payroll setup and processing
  • Excise/sales tax filings
  • Annual LLC renewals
  • 1099 preparation