Outsourced Accounting

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.

Choose the solution that is right for your business:

Bookkeeper

Peace of mind every month.


Scope of Work

  • Monthly bookkeeping
  • Monthly account reconciliation(s)
  • Monthly financial reports

Support

  • Email support
  • Phone support
  • Financial strategy video meeting: Quarterly - 30 minutes

Additional Options

  • Special projects & out of scope requests: $200 per hour

Accountant

Real-time data to grow your business.

Scope of Work

  • Monthly bookkeeping
  • Monthly account reconciliation(s)
  • Monthly financial reports
  • Accounts payable management (Bill Pay)

Support

  • Email support
  • Phone support
  • Financial strategy video meeting: Monthly - 60 minutes

Additional Options

  • Special projects & out of scope requests: $175 per hour

CFO

We proactively support your growth.

Scope of Work

  • Monthly bookkeeping
  • Monthly account reconciliation(s)
  • Monthly financial reports
  • Accounts payable management (Bill Pay)
  • Accounts receivable management
  • Budgeting (quarterly review)
  • Cash flow forecasting & strategic planning

Support

  • Email support
  • Phone support
  • Financial strategy video meeting: Monthly - 60 minutes

Additional Options

  • Special projects & out of scope requests: 5 hours per year included / then $150 per hour