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Outsourced Accounting

Offering a robust line of productsto 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:

Bronze Bell

Includes:

Accounting

  • Monthly reconciliation of financial transaction into QuickBooks
  • Reconciliation of bank and credit card statements

Advisory

  • Year end financial summary report
  • Monthly financial statement report (P&L, balance sheet)
  • Financial benchmark comparison reports (semi-annually)
  • Video conference profit check-up (semi-annually)

Tax

  • Business tax return

IRS Audit Protection & Support

  • IRS notice correspondence
    (4 hours)
  • CPA or EA representation
    (4 hours)

Silver Bell

Includes Bronze Bell plus:

Advisory

  • Financial benchmark comparison reports (quarterly)
  • Video conference profit check-up (quarterly)
  • KPIs & business performance analysis (quarterly)

Tax

  • 1099 preparation & filing
  • Individual tax return (one owner)

IRS Audit Protection & Support

  • IRS notice correspondence
    (16 hours)
  • CPA or EA representation
    (16 hours)

Gold Bell

Includes Silver Bell plus:

Advisory

  • Monthly budget variance analysis
  • Financial forecast & projections analysis
  • Financial benchmark comparison reports (monthly)
  • Video conference profit check-up (monthly)
  • KPIs & business performance analysis (monthly)

IRS Audit Protection & Support

  • IRS notice correspondence
    (32 hours)
  • CPA or EA representation
    (32 hours)