See how we can help make tax planning and preparation less taxing!
Learn moreOutsourced Accounting
Offering a robust line of products to meet your personal and business needs
Select a product
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)