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