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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.

Your back-office support system

Premium

For those seeking growth & a lot of strategic insights

Includes:

  • Premium plan
  • Business income tax preparation
  • Individual income tax preparation
  • Streamlined bookkeeping services (weekly reconciliation)
  • Live payroll services — up to 5 employees
  • Sales tax filings
  • Year-end financial statements preparation
  • Audit protection plan
  • Tax planning calls (quarterly)
  • Check-in email (monthly)
  • Business health check-up (quarterly)
  • Custom KPI dashboard
  • Cash flow services (monthly)
  • Budgeting & forecasting services (monthly)
  • Bill pay services
  • Jirav software subscription
  • CPA support (unlimited)
  • Email support (unlimited)

Select

For those looking to take their business to the next level

Includes:

  • Select plan
  • Business income tax preparation
  • Individual income tax preparation
  • Streamlined bookkeeping services (monthly reconciliation)
  • Live payroll services — up to 5 employees
  • Sales tax filings
  • Year-end financial statements preparation
  • Audit protection plan
  • Tax planning calls (quarterly)
  • Check-in email (quarterly)
  • Business health check-up (semi-annual)
  • Custom KPI dashboard
  • Jirav software subscription
  • CPA support (3 calls per month)
  • Email support (unlimited)

Core

For those looking to get their bases covered

Includes:

  • Core plan
  • Business income tax preparation
  • Individual income tax preparation
  • Streamlined bookkeeping services (quarterly reconciliation)
  • Live payroll services — up to 5 employees
  • Sales tax filings
  • Year-end financial statements preparation
  • Audit protection plan
  • Tax planning calls (semi-annual)
  • Check-in email (semi-annual)
  • CPA support (1 call per month)
  • Email support (unlimited)