client accounting services

Our outsourced client accounting services are 100% online, giving you access to your up-to-date financial information anywhere, anytime.  Allow our team of experts to handle your accounting, freeing you to run your business.
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Get started by contacting us for a consultation and let us help you determine the appropriate services for your business.  After that, we’ll get your information set up in our curated suite of online software, train your contact person, and we’re off and running.

STEP 1
​CONSULTATION

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STEP 2
​PICK YOUR SERVICES

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STEP 3
​IMPLEMENT

Services provided

Bookkeeping

  • Reconcile bank accounts
  • Reconcile electronic transactions in QuickBooks
  • Reconcile credit card accounts

Payroll

  • Prepare payroll
  • Submit payroll taxes
  • Prepare payroll tax returns
  • Prepare W-2s
  • Retirement plan remittance

accounts payable

  • Process bills and vendor payments
  • Process credit card payments
  • Provide online access to paid bills
  • Prepare 1099s to vendors

Advice

  • Monthly financial statements
  • Key performance indicators (KPIs)
  • Budget preparation
  • Quarterly meetings