Tax Engagement Letters, Organizers, and Document Upload should be completed through SafeSend this year.

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loop Outsourced Accounting

Offering a robust line of productsto meet your personal and business needs

Select a product

Think of us as your internal accounting department

Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.

Setup and training for Outsourced Accounting couldn’t be simpler. You define your immediate needs and we assess how Outsourced Accounting can be integrated. We train your company’s designated point of contact on the process of providing our staff with the daily information required by the Outsourced Accounting solution and teach them how to access the system from our website.

Choose the solution that is right for your business:

Includes:

General Ledger

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Coaching

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Review pension compliance
  • Review other employee deductions for compliance
  • Tax planning
  • General business consulting
  • Quarterly video conference to review key performance measures

Includes Standard plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance

Includes Select plus:

Accounts Payable

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills