Outsourced Accounting

Offering a robust line of products to meet your personal and business needs

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.

Choose the solution that is right for your business:

Outsourced Accounting Basic


Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into XERO®
  • Reconcile credit card accounts


  • Annual financial statements


  • Tax preparation
  • Prepare quarterly payroll reports for owners
  • Prepare W-2's for owners
  • Prepare 1099's
Outsourced Accounting Standard

Includes Basic plus:


  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns including non owner employees
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2's for non-owner employees
  • Pension remittance
  • Garnishment remittance


  • Prepare quarterly financial statements
  • Tax planning
Outsourced Accounting Complete

Includes Standard plus:


  • Monthly financial statements
  • Reviewing key performance measures
  • General business consulting