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Accounting

Have Your Financial Information at Your Fingertips

Our accounting services provide thorough, accurate reporting and critical analysis that allow you to evaluate your financial health and realize your business goals. Our firm can help you by delivering financial statements and reports or handling all your accounting tasks so you can concentrate on running your business.

To support your accounting needs, our firm will prepare everything from financial statements to compilations and reviews. We also take the time to review all of your data with you throughout the year to offer insight and help you to understand the story behind the numbers. Our sharp financial analysis will give you better visibility into the factors driving your business.

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 record deposits, expenses, 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.

You define your immediate needs and we will work together to assess which of the tiered Accounting packages would be best for your business.

 
Accounting       
Monthly Reconciliation of Financial Transaction into QuickBooks      
Reconciliation of Bank and Credit Card Statements      
Boss-to-Boss Advisory Service       
Year End Financial Summary Report      
Monthly Financial Statement Report (P&L, Balance Sheet)      
Monthly Budget Variance Analysis  
Financial Forecast & Projections Analysis  
Financial Benchmark Comparison Reports Semi-Annual Quarterly Monthly
Video Conference Profit Check-up Semi-Annual Quarterly Monthly
KPIs & Business Performance Analysis Quarterly Monthly
Tax Service       
Business Tax Return       
1099 Preparation & Filing    
Individual Tax Return (One Owner)    
IRS Audit Protection & Support      
IRS Notice Correspondence 4 hrs 16 hrs 32 hrs
CPA or EA Representation 4 hrs 16 hrs 32 hrs

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

 

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 Our Specialties

Day & Childcare Centers

Our firm is committed to helping your daycare center achieve financial success, while giving you the freedom to focus on the things that matter most—the children under your care. Our skilled professionals have...

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Dental & Medical Practices

We are committed to helping you achieve financial success within your medical or dental practice. We understand the difficult balance of managing your practice and delivering high-quality patient care. Outsource your accounting duties...

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Insurance Agencies

Through careful planning, analysis, and with insurance agency niche-specific experience, we can personalize a financial plan that keeps you on track to...

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Lawyers & Legal Firms

Our firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices. We help legal firms...

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Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses in a wide range of industries successfully manage...

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