Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.
Setup and training for Outsourced Accounting couldn’t be simpler. You define your immediate needs and we assess how Outsourced Accounting can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the Outsourced Accounting solution and teach them how to access the system from our website.
|Basic Service||Intermediate Service||Comprehensive Service|
|Manage Business Books|
|Provide online access to your books and records||✓||✓||✓|
|Reconcile bank accounts monthly||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Oversight and management of inventory or jobs-in-process||✓||✓||✓|
|Handle payment of payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Prepare W-2s and 1099s for contractors||—||✓||✓|
|Manage Accounts Payable|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports, if applicable||—||—||✓|
|For online users provide digital access to paid bills||—||—||✓|
|Corporate and/or partnership tax preparation||✓||✓||✓|
|Sales Tax Reports||✓||✓||✓|
|Monthly, quarterly, & annual payroll tax returns
W-2s and 1099s, if applicable
|Business Consulting & Planning|
|Prepare or review monthly financial statements||✓||✓||✓|
|General business advice/consultation||✓||✓||✓|
|Quarterly or semi-annual video conference||✓||✓||✓|
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
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