Outsourced 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.

Choose the solution that is right for your business:

Outsourced Accounting Basic



  • Record bank and credit card transactions in QuickBooks®
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Annual financial statements
  • Dedicated client support team
  • Telephone and email support


  • Preparation of federal and state income tax return(s)
  • Tax alerts & updates
  • Annual planning meeting
Outsourced Accounting Standard

Includes Basic plus:


  • Quarterly financial statements with insights
  • Preparation of 1099s & Form 1096


(via Preferred PR Provider)

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Prepare W-2s / File form W-3


  • Mid-year planning meeting
Outsourced Accounting Complete

Includes Standard plus:


  • Monthly financial statements with insights

Bill Processing

  • Process bills and vendor payments
  • Provide digital access to paid bills
  • Process employee expense reports
  • Track credit card expenses & receipts


  • Quarterly planning meeting