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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.

Choose the solution that is right for your business:

Mentor

Includes:

Tax

  • Tax preparation
  • Section 199A QBI tax and salary optimization
  • Small business tax deduction optimization
  • IRS audit defense (up to appeals)
  • Tax planning

Business advisory services

  • Business consultation, periodic business review

Advisor

Includes Mentor plus:

Business advisory services

  • Direct access to your CPA (phone & email)
  • Review retirement plan
  • Succession planning, ownership changes
  • QuickBooks consulting

Payroll

  • Process payroll (bi-weekly, monthly, or annual)
  • Submit payroll taxes to various agencies
  • Prepare quarterly and annual payroll tax reports
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic records
  • Prepare W-2s

Partner

Includes Mentor plus:

Business advisory services

  • Budgeting, forecasting, goal-setting
  • Cash flow analysis
  • Situational tax law research (up to 3 hours annually)

Bookkeeping

  • Reconcile transactions in QuickBooks
  • Process bills and vendor payments
  • Track credit card charges