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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:

Bronze

Includes:

Profit First

  • Introduction to PF: PDF of core 2 chapters
  • Profit First Instant Snapshot Annually

Accounting Essentials

  • Monthly Bank Reconciliations
  • Monthly Credit Card Reconciliations
  • QuickBooks Online for 24/7 access to books and records
  • Provide Digital Receipt Capture & Storage
  • Provide Digital Document Storage & Secure Portal Access

Tax

  • Prepare Individual Federal & State Income Tax Return
  • Prepare Business Federal & State Income Tax Return

Silver

Includes Bronze plus:

Profit First

  • Introduction to PF: Free Profit First Book
  • Profit First Complete Profit Strategy Blueprint
  • Quarterly Profit Reviews: Profit Strategy Blueprint Review & Profit Distribution
  • Year End Profit Review: Financials and following year Profit Planning Strategy
  • Assistance with 10/25 allocation
  • Conduct Strategy Meeting: Financial Reports Review (Quarterly)

Accounting Essentials

  • Post all Business Banking Transactions
  • Post all Business Credit Card Transactions
  • Import payroll into accounting software
  • Make accounting entries to include accruals and prepayments
  • Prepare full management financials (Quarterly)
  • Provide online "virtual" business review and coaching (Quarterly)

Tax

  • Provide Insights on Tax Questions/Issues
  • 1096/1099 Information Reporting
  • Personal Property Tax Return(s)
  • Annual Report(s) with Secretary of State
  • Prepare Sales Tax Return(s)
  • Calculate Quarterly Estimated Tax Payments
  • Respond to all IRS and State notices
  • Provide audit representation and protection

Gold

Includes Silver plus:

Profit First

  • Monthly/weekly Strategy Meeting: Goal Setting for TAPS
  • Perform 10/25 allocation
  • Expense evaluation, monitoring, input & advice
  • Conduct Strategy Meeting: Financial Reports Review (Monthly)

Accounting Essentials

  • Create accounting entries by class
  • Prepare full management financials (Monthly)
  • Provide online "virtual" business review and coaching (Monthly)
  • KPI Generator
  • Accounts Payable
  • Accounts Receivable

Tax

  • Provide in-depth Tax Planning Services annually

Strategic Consulting

  • Free Copy of Book Fix This Next
  • Fix This Next Evaluation