Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, furnish financial statements, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.
Setup and training for our Outsourced Accounting services couldn’t be simpler. You define your immediate needs and we assess how our Outsourced Accounting Services can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by our Outsourced Accounting Services and teach them how to access the system from our website.
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Prepare 1099s for contractors||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Prepare monthly financial statements||✓||✓||✓|
|Prepare monthly budget reports||✓||✓||✓|
|Review pension compliance||✓||✓||✓|
|Review other employee deductions for compliance||✓||✓||✓|
|General business consulting||✓||✓||✓|
|Quarterly video conference to review key performance measures||✓||✓||✓|
It’s bitterly cold, there are reports of significant snow, so we must be entering tax season! There are steps you can take to make this season less stressful.
If you are an existing client, you should have already received our tax organizer for your 2018 Individual Tax Return. For new clients, we will need a copy of last year’s return (2017) to generate the 2018 tax...
As another tax season begins, it seems as though everybody knows somebody who has received a phone call from “The IRS”. Below is an excerpt from the IRS fact sheet on how the IRS works when it comes to contacting taxpayers. For the whole article, see the link...
Since employees typically only have a few pay dates left this year, checking withholding soon is especially important. Because of the many changes in the tax law, refunds may be different than prior years for some taxpayers. Some may even owe an unexpected tax bill when they file their 2018 tax return next year. To avoid these kinds of surprises,...