Outsourced Accounting

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:


Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks®
  • Reconcile credit card accounts


  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting


  • Tax Preparation

Includes Basic plus:


  • 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
  • Garnishment remittance

Includes Standard plus:


  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures


You run your business…we’ll run the numbers

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  •  Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  •  Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  •  Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.


We take the pain out of payroll

We can take over your time-consuming and complex payroll tasks including pro-cessing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

  •  Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
  •  Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
  •  Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.


Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing pro-cess offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  •  Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  •  Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  •  Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Audit Protection

Fear no audit…we’ve got your back

Working with the IRS is one of our specialties. Put our expert team to work for you to handle all IRS notices and letters and represent you on both the state and federal lev-els—up to appeals and/or litigation.

  •  Peace of mind—Sleep well knowing that your trusted advisor has you covered.
  •  Time savings—Eliminate the hours required to translate IRS notifications and letters.
  •  Stay focused—Let us manage your audit so you can stay focused on running your business.