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:

Essential

Monthly fee: $250 minimum

Includes:

Accounting

  • Quarterly bookkeeping review

Tax

  • Business return
  • Salary optimization
  • Strategic tax planning
  • Estimated tax payments
  • Add-ons
    • Personal tax return
    • 1099s
    • Sales tax
    • Business personal property tax

Advisory

  • Distribute P/L with Analysis
  • Business review meeting (Annual Q3 - Add-on: Additional)
  • Add-ons
    • Budgeting/planning process
    • Cash flow management

Premier

Monthly fee: $500 - $1000

Includes Essential plus:

Accounting

  • Monthly bookkeeping
  • Reconcile bank accounts
  • Distribute financials monthly
  • Add-ons
    • Bill pay
    • Monthly invoicing

Advisory

  • Add-ons
    • Distribute P/L with analysis
    • Cash flow management

Elite

Monthly fee: $2000 - $5000

Includes Premier plus:

Accounting

  • Bill pay
  • Monthly invoicing

Tax

  • Personal tax return
  • 1099s
  • Sales tax
  • Business personal property tax

Advisory

  • Distributed P/L with analysis
  • Business review meetings (unlimited)
  • Budgeting/planning process
  • Cash flow management
  • KPIs/trend analysis
  • Unlimited CFO services

Fees

Accounting

  • Monthly bookkeeping - $250 minimum
  • Bookkeeping project (clean-up) - Custom Quoted
  • New client set-up - $150

Tax Preparation

  • Individual (1040) - $400 minimum
  • S‐Corporation (1120‐S) - $800 minimum
  • Partnership (1065) - $800 minimum
  • C‐Corporation (1120) - $1,000 minimum
  • Estate/Trust (1041) - $1,000 minimum
  • Non‐Profit (990) - $1,000 minimum
  • Business Personal Property - $500
  • Sales Tax Filing - $75 each
  • Amended Tax Returns ‐ Personal - $600 minimum
  • Amended Tax Returns ‐ Corporate - $800 minimum
  • 1099 Distribution - $25 each + $100
  • W‐7 ITIN Application - $450

Business Advisory

  • Create LLC/EIN - $350
  • File S‐Corporation Election - $350
  • File Late S‐Corporation Election - $450
  • File Articles of Amendment - $350
  • File dba - $350
  • Workers Compensation Audit - $450

Tax Representation/Resolution

  • File IRS Power of Attorney - $350
  • File State Power of Attorney - $350
  • CPA Advisory per hour - $300
  • Prior Year Tax Review - $325
  • Obtain IRS Transcripts - $300

À la carte (hourly)

  • Going Concern Analysis - $325 minimum
  • Business Valuation/EBITDA - $325 minimum