Apps

Get back to your passion—your business—and leave the bookkeeping to us

Experience the difference…

When you work with a small accounting firm, you get the level of personalized support you deserve. We serve as a dedicated partner—with you from launch to succession. We can handle it all for you, including:

Bookkeeping and payroll

We keep your books clean and accurate, handling daily transaction classification and expense tracking as well as seamlessly integrating payroll.

Bill paying and invoicing

We handle daily bill paying and invoice activity while keeping you apprised of your cash flow.

Business tax planning and preparation

Ensure compliance by having our experts prepare and file your tax returns and receive expert planning along the way.

Reporting and advice

Via regular monitoring of key performance indicators and trends, we’ll keep you informed of your financial health and offer sound advice for business growth and sustainability.

OUTSOURCED ACCOUNTING

Your office support system

   
Outsourced
Accounting
BASIC
 
Includes:
  • Account Reconciliation
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Bookkeeping
  • Prepare 1099s for contractors
  • Tax
  • Tax preparation
   
Outsourced
Accounting
STANDARD
 
Includes Basic plus:
  • Bookkeeping
  • Reconcile electronic transactions into QuickBooks
  • Track credit card expenses and receipts
  • Video conferences to review key performance measures
  • Prepare sales and tax filings
  • Process bills and payments (if applicable)
  • Advice
  • Prepare KPIs
  • Prepare budget reports
  • General business consulting
   
Outsourced
Accounting
COMPLETE
 
Includes Standard plus:
  • Business management services
  • Budgeting
  • Strategic planning
  • Operations support
  • Tax Planning
  • Tax planning services
  • Revenue planning
  • Deduction planning
  • Tax savings strategies