Apps

Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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OUTSOURCED ACCOUNTING

Your office support system

   
Outsourced
Accounting
BASIC
 
Includes:
  • Accounting App
    Subscriptions:
  • QuickBooks online subscription
  • QuickBooks online backups
  • 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
  • Tax Preparation
  • Business income tax preparation & e-file
  • Year-end books/tax adjustments
  • Tax due date reminders
  • Response to IRS notices/correspondence
  • Business Education
  • Bi-Annual QuickBooks online ongoing education
  • Support
  • 72 hour Private Messaging & Phone Support (response time)
   
Outsourced
Accounting
STANDARD
 
Includes Essentials plus:
  • Accounting App
    Subscriptions:
  • HR compliance & worker safety
  • Annual Reasonable compensation calculations
  • Receipt Management & Accounts Payable
  • Process bills and vendor payments
  • Tax Preparation
  • Full tax audit representation (income tax & payroll tax)
  • Tax Planning
  • Annual Tax projections
  • Annual Tax strategy analysis & discovery
  • Annual Tax update webinars
  • Business Coaching
  • Annual Business growth & advisory meetings
  • Quarterly Financial dashboard with KPI report
  • Business Education
  • Quarterly QuickBooks online ongoing education
  • Annual Invitation to town hall meetings w/ industry experts
  • Support
  • 48 hour Private Messaging & Phone Support (response time)
   
Outsourced
Accounting
COMPLETE
 
Includes Advisory plus:
  • Accounting App
    Subscriptions:
  • Bi-annual Reasonable compensation calculations
  • Tax Planning
  • Bi-annual Tax projections
  • Bi-annual Tax strategy analysis & discovery
  • Quarterly Tax update webinars
  • Business Coaching
  • Quarterly Business growth & advisory meetings
  • Monthly Financial dashboard with KPI report
  • Business Education
  • Monthly QuickBooks online ongoing education
  • Quarterly Invitation to town hall meetings w/ industry experts
  • Annual Financial advisor meeting for business
  • Annual group conference meeting w/ attorney
  • Annual group conference meeting w/ insurance agent
  • Support
  • 24 hour Private Messaging & Phone Support (response time)

*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

Contact us for Pricing