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Client Accounting Services

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:



Account reconciliation

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


  • Prepare financial statements annually
  • Annual tax planning
  • General business consulting - as requested


  • Annual income tax preparation

Response time

  • Within 3 business days


Includes Basic plus:


  • Prepare payroll
  • Prepare payroll tax deposits
  • Prepare payroll tax returns
  • Assist with direct deposit to employees
  • 1099 & 1096 preparation
  • Prepare W-2s
  • Pension/Retirement Plan remittance
  • Garnishment remittance


  • Prepare financial statements monthly/quarterly
  • Semi Annual tax planning
  • Coaching - as requested

Response time

  • Within 2 business days


Includes Standard plus:


  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills


  • Quarterly tax planning meetings
  • Coaching/KPI analysis - as requested

Response time

  • Within 1 business day