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)