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Outsourced Accounting

Outsourced Accounting

Think of Us as Your Internal Accounting Department

Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.

Setup and training for Outsourced Accounting couldn’t be simpler. You define your immediate needs and we assess how Outsourced Accounting can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the Outsourced Accounting solution and teach them how to access the system from our website.

 
General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
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
Pension Remittance
Accounts Payable      
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax      
Tax preparation
Coaching      
Prepare monthly financial statements
Prepare monthly budget reports
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Quarterly video conference to review key performance measures

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and...

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 Our Specialties

Non-profit Audits

Our firm specializes in serving the unique audit needs of nonprofit entities. The expertise of our team allows us to help our clients keep up with the ever changing requirements that nonprofit organizations face. We strive to complete audits for our nonprofit...

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Real Estate & Construction

Our firm has earned an excellent reputation working with clients focused on the real estate and construction industries, including commercial, industrial, residential, and shopping center owners, developers and shopping center owners, developers and investors. Our skilled team will work with you on...

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Manufacturing

We understand that manufacturing businesses are unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently within various markets. Our professionals have years of experience serving...

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Personal Financial Services

Our Personal Financial Services offer individuals an easy, streamlined way to hand over their personal finance tasks. For an affordable, monthly fixed fee, we handle paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. Our Personal Financial Services ensure...

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Medical Professionals

We offer a new solution for these uncertain times, providing personal service year round that is responsive to your needs and follows a collaborative approach. Through careful planning, analysis and with medical practice experience, we can...

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Ramp up awareness to ‘shop small’ on Small Business Saturday this month

Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.


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