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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.
Our Services Include
Bookkeeping
You run your business…we’ll run the numbers.
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You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.
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Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
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Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
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Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.
Payroll
We take the pain out of payroll!​
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We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.
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Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
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Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
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Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.
Tax
Tax support tailored to your needs!​
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Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
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Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
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Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
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Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
Personal Income Tax
Enhance your tax experience!​
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Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:
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A modern secure process from start to finish—Our advanced platform supports a completely digital & secure process from tax document upload to signature and filing.
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Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
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Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.
Business Foundation Services
No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up, including:
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Entity type analysis—We’ll help you navigate which entity structure is right for your business as well as handle state and federal form preparation.
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Accounting system setup—Our team will ensure that your accounting system is optimized to support a streamlined, efficient workflow.
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Retirement plan analysis—We’ll help you identify the best retirement plan for you and your employees…and one that doesn’t break the bank.
Business Consulting & Advice
We offer useful reports and clear insights from people you trust to interpert your business data in a way that makes sense to you. We offer strategic planning, budgeting, operations support and financial planning. Monthly or quarterly consultations are available.