Outsourced Accounting

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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 back-office support system

Includes:

Bookkeeping

  • Provide 24/7 online access to Business's Books
  • Chart of accounts maintenance
  • Quarterly review of QuickBooks® Online transactions

Advisory

  • Prepare basic quarterly financial statements
  • Telephone and email support
  • General business consulting

Compliance

  • Prepare federal and state income tax return(s)
  • Annual tax projection
  • General tax alerts & updates
  • Prepare annual 1099's for contractors

Includes Essentials plus:

Bookkeeping

  • Record and categorize bank and credit card transactions
  • Record fixed asset transactions
  • Reconcile monthly bank and credit card statements
  • Prepare month-end journal entries
  • Develop financial statement reports unique to your business

Advisory

  • Prepare monthly custom financial statements
  • Quarterly video conference discussing financial statement insights

Compliance

  • Mid-year tax planning
  • Calculate "reasonable compensation", as appropriate
  • Estimated tax payment reminders

Includes Standard plus:

Bookkeeping

  • Record revenue and sales
  • Process bills and vendor payments
  • Attorney trust reconciliation
  • Provide digital access to paid bills
  • Process employee expense reports

Advisory

  • Monthly video conference to review key financial performance measures
  • Quarterly cash flow analysis and planning
  • Semi-annual business strategy sessions
  • General business consulting

Compliance

  • Annual tax strategy meeting
  • Sales tax filings
  • Property tax filings
  • Calculate quarterly taxable income and prepare estimated tax payments
  • Tax audit defense and representation