Outsourced Accounting

Offering a robust line of products to meet your personal and business needs

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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.

Logo for Outsourced Accounting packages

Core

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Online visibility/transparency 24/7 for all financial accounts
  • Software included

Advice

  • Kick-off / on boarding meeting
  • Prepare monthly financial statements

Tax

  • Sales tax returns
  • Business tax return

Signature

Includes Core plus:

Payroll

  • Preparation of live payroll
  • Tax Payments
  • Preparation of payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance
  • Garnishment remittance
  • 401k remittance
  • Retirement plan – annual census report
  • Workers comp insurance audits

Advice

  • Mid-year business review meeting
  • Year end tax strategy meeting

Elite

Includes Signature plus:

Bookkeeping

  • Bill pay
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Digital access to paid bills
  • Customer billing (not collections)
  • Preparation of 1099s
  • Town income/expense reports

Tax

  • Property tax returns
  • Excise tax returns