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:

Compliance Plan

Starting at $750 per month

Includes:

  • Monthly bookkeeping
  • Monthly financial statements
  • Business advisory support
  • Tax planning
  • Tax projections
  • Business tax return
  • No annual contracts

Advisory Plan

Starting at $1,500 per month



Includes Compliance Plan plus:

  • Monthly CFO video review
  • Quarterly reports
  • Compensation analysis
  • Quarterly CFO meeting





CFO Plan

Starting at $2,200 per month



Includes Advisory Plan plus:

  • Monthly CFO meeting
  • Budgeting & Forecasting
  • Risk Assessment
  • Succession planning





**Please note: implementation is $1250 per quarter.

Additional Services

  • Payroll services
  • Sales tax services