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.
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Prepare 1099s for contractors||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Prepare monthly financial statements||✓||✓||✓|
|Prepare monthly budget reports||✓||✓||✓|
|Review pension compliance||✓||✓||✓|
|Review other employee deductions for compliance||✓||✓||✓|
|General business consulting||✓||✓||✓|
|Quarterly video conference to review key performance measures||✓||✓||✓|
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Most of us who are still working have a healthy interest in planning for retirement! If the thought of not being financially ready for retirement brings you feelings of anxiety, you are not alone. Our firm’s financial professionals can help keep your retirement plans on track. In addition, these tips will help you proactively prepare.
For some people, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what the distinctive features of a Roth IRA are before making the choice.
It's a sad fact . . .
The Tax Cuts and Job Act took a big bite out of a bunch of valuable business-meal and entertainment deductions...