Outsourced Accounting


Offering a robust line of productsto 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:

Outsourced Accounting Basic

Includes:

Accounting Services

  • Provide 24/7 online access to Business's Books
  • Prepare 1099s for contractors

Payroll

(available upon request)

Tax Preparation

  • Corporate or partnership tax preparation
  • Property tax

Business Services

  • Tax planning
  • General business consulting
  • Quarterly coaching calls

Software costs included

  • ADP payroll (if applicable)
  • QBO® subscription
  • Secure Document Exchange

Straightforward pricing based on your tax situation, starting at $750 per month

Outsourced Accounting Standard

Includes Basic plus:

Accounting Services

  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Sales tax filings

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s

Business Services

  • Access to quarterly financial reports

Straightforward pricing based on your tax situation, starting at $1,250 per month

Outsourced Accounting Complete

Includes Standard plus:

Payroll

  • Retirement plan/garnishment remittance

Bookkeeping Services

  • Process bills and vendor payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills

Business Services

  • Access to monthly financial reports

Business and Tax Advisory Services

  • Software vetting and technology selection
  • KPI reporting and analysis
  • Client financial advisor communication
  • Tax Projections
  • Monthly coaching calls

Software costs included

  • Bill.com
  • Expensify

Straightforward pricing based on your tax situation, starting at $2,875 per month