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.

Choose the solution that is right for your business:



  • Recording of transactions
  • Reconciliation of bank accounts
  • Reconciliation of credit card accounts
  • Preparation of financial statements
  • Online access to business books

Tax Preparation

  • Corporate or partnership tax preparation
  • Property tax preparation
  • Individual tax preparation for owners and partners


  • Annual tax planning
  • General business consulting

Includes Basic plus:


  • Reconciliation of payroll
  • Reconciliation of invoices and payments
  • Reconciliation of sales tax


  • Processing payroll for employees and contractors
  • Electronic access to paystubs
  • Submission of payroll taxes to agencies
  • Preparation and filing of payroll tax returns
  • Preparation and distribution of W-2
  • Retirement plan remittance
  • Garnishment plan remittance

Sales Tax (if applicable)

  • Accounting and filing of sales tax
  • Submission of sales tax payments


  • Annual business financial planning

Includes Standard plus:

Accounts Payable

  • Setup of accounts payable system
  • Streamlining and automation of process
  • Training of accounts payable staff
  • Preparation of 1099 for contractors
  • Digital access to paid bills