Outsourced Accounting
Choose the solution that is right for your business:
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.
Silver Bell
Includes:
Accounting
- Monthly Bookkeeping of financial transactions
- Monthly financial statement reports (P&L, Balance Sheet)
- Year-end financial summary report
Advisory
- Financial Performance Report (Quarterly)
- Video conference profit check-up (Annually)
- Tax Reduction Strategy Analysis (Annually)
Tax
- Business tax return
- Individual tax return (one owner)
IRS Audit Protection & Support
- IRS notice correspondence (unlimited)
- CPA or EA representation (4 hours)
Gold Bell
Includes Silver Bell plus:
Advisory
- Financial Performance Reports (Monthly)
- Video conference profit check-up (Quarterly)
- Tax Reduction Strategy Analysis (Annually)
- Financial forecast & projections analysis (Annually)
IRS Audit Protection & Support
- IRS notice correspondence (32 hours)
- CPA or EA representation (32 hours)