YOUR MOST IMPORTANT ASSET
IS OUR TOP PRIORITY!
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We offer professional accounting services for a variety of business types
When you outsource your accounting work to us your business becomes our top priority. We handle all of your bookkeeping tasks so you can focus on what’s important—running your business and reaching your goals.
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We work collaboratively with you using Microsoft SharePoint, our secure cloud-based system that is secure and setup to efficiently organize your documents. We utilize QuickBooks Online ensuring that you always have real-time views of your data and financial situation. Microsoft Teams is our preferred method of communication because we believe in building personable relationships with our clients. Best of all, we bundle services for a fixed retainer fee—allowing you to budget effectively.
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Client onboarding couldn't be simpler. During our onboarding call, you define your immediate needs and we assess which outsourced accounting package is best for your business.
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OUR SERVICES
1
OUTSOURCED ACCOUNTING
BASIC
Includes:
General Ledger
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Reconcile bank accounts
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Reconcile electronic transactions into QuickBooks
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Reconcile credit card accounts
Accounts Payable
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Process bills and vendor payments
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Track credit card expenses and receipts digitally with mobile app
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Process employee expense reports
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Prepare 1099s for contractors
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Provide digital access to paid bills
Coaching
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Prepare monthly financial statements
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Prepare monthly budget reports
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General business consulting
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Quarterly video conference to review key performance measures
2
OUTSOURCED ACCOUNTING
COMPLETE
Includes Basic plus:
Payroll
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Prepare payroll
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Submit payroll taxes to agencies
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Provide employee access to electronic paystubs
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Provide employer access to electronic pay records
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Prepare W-2s
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Pension remittance
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3
OUTSOURCED ACCOUNTING
CLEANUP
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When we perform your accounting clean-up, we do the heavy lifting so that you never have to worry about being behind. We perform an extensive audit of your bookkeeping records and ensure that they are in great shape, allowing you to focus on the big picture of running your business.
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Includes:
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Extensive audit of your existing booking records
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Ensuring your accounting records are current
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Reconciliation of all balance sheet accounts
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