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.

Basic


Bookkeeping

  • 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

Advisory

  • Annual Tax Planning
  • General Business Consulting

Standard


Bookkeeping

  • Recording of Transactions
  • Reconciliation of Bank Accounts
  • Reconciliation of Credit Card Accounts
  • Reconciliation of Payroll
  • Reconciliation of Invoices and Payments
  • Reconciliation of Sales Tax
  • Preparation of Financial Statements
  • Online Access to Business Books

Payroll

  • 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 Remittance

Tax Preparation

  • Corporate or Partnership Tax Preparation
  • Property Tax Preparation
  • Individual Tax Preparation for Owners and Partners

Advisory

  • Annual Tax Planning
  • General Business Consulting
  • Annual Business Financial Planning

Complete


Bookkeeping

  • Recording of Transactions
  • Reconciliation of Bank Accounts
  • Reconciliation of Credit Card Accounts
  • Reconciliation of Payroll
  • Reconciliation of Invoices and Payments
  • Reconciliation of Sales Tax
  • Preparation of Financial Statements
  • Online Access to Business Books

Payroll

  • 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 Remittance

Sales Tax

  • Accounting and Filing of Sales Tax
  • Submission of Sales Tax Payments

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

Tax Preparation

  • Corporate or Partnership Tax Preparation
  • Property Tax Preparation
  • Individual Tax Preparation for Owners and Partners

Advisory

  • Annual Tax Planning
  • General Business Consulting
  • Annual Business Financial Planning