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:
Start-Up
starting at $399/month
Reconciliation
- Reconcile all asset accounts monthly
Reporting
- Monthly Statements (Balance Sheet, Income Statement)
- Monthly review of unmatched transactions
Bank Feeds
- Processing 1x a month
QBO Receipts
- Processing 1x a month
Payroll
- Email support only
Automation
- QuickBooks Online — Implementation of automated system for generic transactions
- QuickBooks Online — Customer provided with access to QBO
Income Taxes
- Tax Return — Preparation of your Corporate or Business Tax Return
- Provide federal and state tax estimates
Support
- 72 hours for a return call
- Unlimited email support
- Quarterly virtual meeting to discuss tax planning
Guarantee
- 100% guarantee
Inclusive
- Software costs for QBO and QBO receipts
Better
starting at $699/month
Reconciliation
- Reconcile all asset accounts monthly
Reporting
- Monthly Statements (Balance Sheet, Income Statement, Cash Flow Report)
- Monthly review of unmatched transactions
Bank Feeds
- Processing 2x a month
QBO Receipts
- Processing 2x a month
Accounts Payable
- Automated using Bill.com
Analyze and Business Growth Review
- ONE-hour Virtual meeting on a quarterly basis to discuss growth, concern’s and other important points to facilitate profit within the business
Payroll
- Processing of Payroll utilizing Apex
- Reconciling and monitoring all applicable payroll costs
Automation
- QuickBooks Online — Implementation of automated system for generic transactions
- QuickBooks Online — Customer provided with Fujitsu IX100 and access to QBO, Customer provided with Fujitsu IX100 scanner
- Bill.com — Prepare and educate client on using Bill.com
Income Taxes
- Tax Return — Preparation of your Corporate or Business Tax Return
- Provide federal and state tax estimates
Support
- 48 hours for a return call
- Unlimited email support
- Quarterly virtual meeting to discuss tax planning
Guarantee
- 100% guarantee
Inclusive
- Software costs for QBO and QBO receipts
Best
starting at $899/month
Reconciliation
- Reconcile all asset accounts monthly
Reporting
- Monthly Statements (Balance Sheet, Income Statement, Cash Flow Report, Budget)
- Monthly review of unmatched transactions
Bank Feeds
- Processing 2x a month
QBO Receipts
- Processing 2x a month
Accounts Payable
- Automated using Bill.com
Analyze and Business Growth Review
- TWO-hour Virtual meeting on a monthly basis to discuss budgets, growth, concern’s and other important points to facilitate profit within the business
- One comprehensive financial plan
- Profit first to prevent entrepreneurial poverty
Payroll
- Processing of Payroll utilizing Apex
- Reconciling and monitoring all applicable payroll costs
Automation
- QuickBooks Online — Implementation of automated system for generic transactions.
- QuickBooks Online — Customer provided with Fujitsu IX500 and access to QBO, Customer provided with Fujitsu IX500 scanner
- Bill.com — Prepare and Notify customer of pending payment authorizations
Income Taxes
- Tax Return — Preparation of your Corporate or Business Tax Return
- Tax Return — Preparation of your Personal Tax Return
- Provide federal and state tax estimates
Support
- 24 hours for a return call
- Unlimited email support
- Quarterly virtual meeting to discuss tax planning
Guarantee
- 100% guarantee
Inclusive
- Software costs for QBO and QBO receipts