Business Solutions

Offering a robust line of products to meet your personal and business needs

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:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Reconcile loan / LOC accounts

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports (w/ budget provided)
  • Tax projection (Annual)

Tax / Compliance

  • Tax preparation
  • Preparation of 1099s

Includes Basic plus:

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
  • Garnishment remittance

Advice

  • Tax projection (Semi-annual)

Tax / Compliance

  • Preparation of budget
  • Semi-annual review meetings (live or video conference)

Includes Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills

Advice

  • Tax projection (Quarterly)

Tax / Compliance

  • Quarterly review meetings (live or video conference)