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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

Core

Includes:

Accounting

  • QuickBooks Online Subscription
  • Reconcile Bank Accounts
  • Reconcile Credit Card Accounts

Advice

  • Prepare Quarterly Financial Statements
  • Semi-Annual Strategy Session
  • 1 hour per month of email/phone support

Tax

  • Individual Income Tax Return, including Schedules C & E
  • Annual 1099 Forms
  • State and City Excise Tax Filings (if applicable)

Plus

Includes:

Accounting

  • QuickBooks Online Subscription
  • Reconcile Bank Accounts
  • Reconcile Credit Card Accounts
  • Payroll for S-Corp Shareholder

Advice

  • Prepare Monthly Financial Statements
  • Quarterly Strategy Session
  • 1 hour per month of email/phone support

Tax

  • Corporate Form 1120S and Individual Tax Form 1040 Preparation
  • Annual 1099 Forms
  • State and City Excise Tax Filings (additional fee for multiple states)
  • Payroll Tax Forms (W-2, 941, 940)

Advanced

Includes:

Accounting

  • QuickBooks Online Subscription
  • Reconcile Bank Accounts
  • Reconcile Credit Card Accounts
  • Payroll Management for all employees

Advice

  • Prepare Monthly Financial Statements
  • Quarterly Strategy Session
  • Unlimited calls and emails
  • Create and Maintain a Budget

Tax

  • Corporate Form 1120S and Individual Tax Form 1040 Preparation
  • Annual 1099 Forms
  • State and City Excise Tax Filings (additional fee for multiple states)
  • Payroll Tax Forms (Federal and State)