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.
|*Accounting App Subscriptions:*|
|QuickBooks online subscription||✓||✓||✓|
|QuickBooks online backups||✓||✓||✓|
|HR compliance & worker safety||—||✓||✓|
|Reasonable compensation calculations||—||Annually||Bi- Annually|
|*Accounting & Payroll:*|
|Reconcile banking transactions into QuickBooks||✓||✓||✓|
|Reconcile bank accounts monthly||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Full service payroll preparation||✓||✓||✓|
|Prepare 1099s for contractors||✓||✓||✓|
|Prepare property tax reports||✓||✓||✓|
|*Receipt Management & Accounts Payable:*|
|Track credit card receipts||✓||✓||✓|
|Process bills and vendor payments||—||✓||✓|
|Business income tax preparation & e-file||✓||✓||✓|
|Year-end books/tax adjustments||✓||✓||✓|
|Tax due date reminders||✓||✓||✓|
|Response to IRS notices/correspondence||✓||✓||✓|
|Full tax audit representation (income tax & payroll tax)||—||✓||✓|
|Tax strategy analysis & discovery||—||Annually||Bi- Annually|
|Tax update webinars||—||Annually||Quarterly|
|Business growth & advisory meetings||—||Annually||Quarterly|
|Financial dashboard with KPI report||—||Quarterly||Monthly|
|QuickBooks online ongoing education||Bi-Annually||Quarterly||Monthly|
|Invitation to town hall meetings w/ industry experts||—||Annually||Quarterly|
|Financial advisor meeting for business||—||—||Annually|
|Annual group conference meeting w/ attorney||—||—||Annually|
|Annual group conference meeting w/ insurance agent||—||—||Annually|
|Private Messaging & Phone Support (response time)||72hrs||48hrs||24hrs|
*Meetings with the Attorney & Insurance Agent are high level reviews.
*These professionals will each have additional fees, if you engage them for your specific needs.
**All packages are re-priced each year, paid monthly in advance
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