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Outsourced Accounting



Increasing your Financial and Personal Prosperity Through Our Professional Advisory Services

Select a product

We will be your personal 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:

Core

Great for Contractors & Sole Owners under $500K in annual revenue

  • Prepare and file federal & state tax returns for primary client and business
  • Tax compliance & agency correspondence
  • Year-end close of books
  • Email guidance & support year long

Growth

Great for $500K - $3M in annual revenue

Includes everything from Core plus:

  • Monthly books & year-end tax-ready financial package
  • Payroll management
  • Monthly financial reports
  • Annual tax planning
  • As needed scheduled check-in meetings
  • Year-end W2s & 1099s

Scale

Great for $3M - $5M in annual revenue

Includes everything from Growth plus:

  • Multi-state tax compliance
  • Monthly CFO meetings & forecasting





Additional Services

Add-on

  • Catch-up bookkeeping (per prior year)
  • Class/location tracking
  • Sales-tax filing (per state)
  • BOI reporting
  • Extra payroll staff
  • Additional individual return
  • Additional business return
  • One-off advisory session (CFO/tax)
  • Customized chart of accounts