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Outsourced Accounting

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.

Your back-office support system


Account Maintenance

  • Provide 24/7 online access to business's books
  • Quarterly review of QuickBooks Online transactions
  • Annual diagnostic of QuickBooks Online for tax preparation

Advice (Quarterly)

  • Prepare financial statements
  • Review standard financial key performance indicators
  • General business consulting
  • Quarterly video conference to review financial results

Income Tax

  • Income tax preparation
  • Tax planning

Includes Essentials plus:

Account Reconciliation

  • Record bank and credit card transactions
  • Record fixed asset transactions
  • Reconcile monthly bank and credit card statements
  • Prepare and record month-end journal entries


  • Monthly financial statements
  • Monthly tracking and analysis of key performance indicators

Income Tax

  • Prepare quarterly estimated tax payments
  • Mid-year tax planning meeting
  • Calculate owner's "reasonable compensation"


  • Prepare annual 1099s for contractors

Includes Standard plus:

Full-Service Bookkeeping

  • Record sales
  • Attorney trust accounting
  • Track credit card expenses and receipts
  • Process bills and payments
  • Provide digital access to paid bills
  • Process employee expense reports


  • Monthly video conference to review financial results
  • Quarterly cash flow analysis and planning
  • Semi-annual business strategy sessions


  • Sales tax filings
  • Property tax filings