Expert CPA Outsourced Accounting & Bookkeeping Services
Master Your Finances With Expert Guidance
Our Services
Bookkeeping
Our bookkeeping services provide clear, tax-ready books, and align your financial performance with your ambitious goals. Our accounting CPA experts ensure your ledgers reflect the true narrative of your profitability, guiding your business with data-driven precision. Understand your financial position at a glance and make informed decisions that drive your success forward. Maintain yourir books clean and accurate. We find that many business activities don’t accomplish their true potential because they don’t hire a bookkeeper or hire one that maintain their books clean and accurate early enough.
Service Package
Bookkeeping
-
One Annual Financial Review Meeting
-
E-mail Support
-
Monthly Bookkeeping (via QBO)
-
Streamlined Access for Financial Information Gathering
-
Reconciliation of Monthly Activity
-
Financial Statements
Accounting
Service Package
Accounting
-
Six Bi-Monthly Financial Review Meetings
-
E-mail Support
-
Monthly Bookkeeping (via QBO)
-
Payroll (via Gusto)
-
Streamlined Access for Financial Information Gathering
-
Reconciliation of Monthly Activity
-
Financial Statements
-
Budget to Actual Reporting
-
Performance Analysis
-
Bank & Investor Relation Assistance
Growth Accounting
Service Package
Growth Accounting
-
Twelve Monthly Financial Review Meetings
-
E-mail Support
-
Monthly Bookkeeping (via QBO)
-
Payroll (via Gusto)
-
Streamlined Access for Financial Information Gathering
-
Reconciliation of Monthly Activity
-
Financial Statements
-
Budget to Actual Reporting
-
Performance Analysis & 5 KPIs
-
Cash Flow Management
-
Accounts Payable Management
-
Quarterly Estimated Tax Payments Analysis
-
Reasonable Compensation Study For Officers & Owners
-
Forms 1099 Filing & Distribution (Limited Number)
-
Bank & Investor Relation Assistance
Our Accounting & Bookkeeping Process
Commencement Call
Engage with your dedicated accounting or bookkeeping expert to outline your business needs, set clear engagement goals, establish timelines, and exchange essential information to initiate your service.
System Setup
Our experts will customize your QuickBooks Online (QBO) system to align with your specific industry requirements and the unique way you manage your business operations.
Financial Management
Our team takes charge of your monthly bookkeeping and accounting tasks, ensuring your financial records are consistently accurate and delivering reports with punctuality each subsequent month.
Ongoing Support
Gain access to our accounting advisors through ongoing support, providing you with insights and guidance on understanding and utilizing your financial statements effectively.
Year-round Accounting & Tax
Service Package
Year-Round Accounting & Tax
Accounting + Tax-
Bookkeeping & Accounting Review
-
Financial Statements & Reporting
-
Tax preparation & planning
-
IRS & State tax notice resolution
-
E-mail Support
-
Forms 1099 Filing & Distribution (Limited Number)
-
+ Add-ons
Streamline Your Bookkeeping
We'll initiate with a thorough bookkeeping cleanup to set the stage for accurate, real-time accounting.
In-Depth Tax Savings Analysis
We'll deep dive into your historical tax returns and accounting records to identify actionable tax strategies.
Customized Tax Minimization Plan
We'll develop a tax plan specific to you for immediate and long-term tax savings. Benefit from frequent updates to adapt to tax law changes.
Top-tier Accounting & Bookkeeping
We'll maintain continuous impeccable books and records that keep your financials current and compliant.
Data-Driven Financial Reports
Receive insights into your business through our monthly or quarterly financial reports, complete with Key Performance Indicators (KPIs).
Accurate Tax Estimations to Avoid Surprises
Rely on precise tax estimates based on the custom tax plan that we created. Never overpay or fall behind on your tax obligations.
Pre-Year-End Strategic Tax Meeting
We'll meet before year-end to assess your year-to-date financial performance and help you make informed business decisions.
Prepare & File Your Tax Returns
We'll prepare and file your tax returns along with any tax elections or schedules required.
Testimonials
Frequently Asked Questions (FAQs)
What types of businesses do you work with for bookkeeping and accounting?
We serve a diverse clientele, ranging from sole proprietors to businesses with up to 100 employees. Our expertise covers many industries, where businesses generate annual revenues in the range from $300k to $50m.
What is the cost of your accounting and bookkeeping services?
Our fees are customized to your business’s size, transaction volume, complexity, and the duration you’ve operated without an accounting system.
For new clients or those requiring initial accounting system implementation, excessive clean-up, and/or substantial up-to-date work, we generally charge you separately for this additional service. Post this, regular bookkeeping or accounting billing cycles commence. Our typical clients will subscribe to our monthly services where we combine bookkeeping, tax planning, and tax preparation for them throughout the year.
Who is a good fit for monthly bookkeeping or accounting services?
Investors, entrepreneurs, and businesses in the growth stage or that are already established benefit most from our monthly services. Outsource your accounting to redirect your focus to business growth, leveraging our CPAs and accounting professionals for financial expertise and ongoing support.
Are bill pay and payroll included?
Bill pay and payroll are optional services with our Accounting and Growth Accounting packages. These offerings include setup, training, and ongoing support, ensuring accurate, timely transactions and tax agency compliance.
When are my bookkeeping financial statements ready?
Generally financial statements are available by the 20th of the following month for our bookkeeping package. If you opt for Accounting & Growth Accounting package, we ensures availability by the 15th. This assumes on receiving all necessary information by the 10th of each month.
What are the benefits of outsourcing vs. hiring full-time employees?
Our services go beyond basic, traditional, and functional bookkeeping, offering structured financial management and reporting. Outsourcing to us means accessing top-tier accounting talent and detailed financial insights, freeing you to focus on your critical business areas.
When should I consider outsourcing accounting services?
It’s never too early. Generally, investors, entrepreneurs, and businesses crossing $300K in annual revenue should consider outsourcing their bookkeeping and accounting. Early integration sets a strong financial foundation, enabling focus on growth rather than daily financial inefficiencies.
I already have an accountant, will you replace my current bookkeeper, accountant, and/or CPA?
With our monthly packages, we often take over existing bookkeeping and accounting roles. We can also collaborate with your current accounting team.
My books are a mess and haven’t been updated in a while, can you help me get up to date?
Generally, yes. We can streamline outdated financial systems.
Can I work with you on just one aspect of my accounting system?
Yes. We offer flexible services, from system setup to monthly bookkeeping or accounting support, depending on your unique business needs.
What is my level of involvement if I work with you on monthly bookkeeping?
We aim for minimal client involvement. Regular monthly communication ensures proper transaction categorization, with the goal of decreasing your input over time.
What accounting and bookkeeping software do you work with?
We currently utilize QuickBooks Online for our client accounting systems.
Can you help me track the financial performance of my business or portfolio?
Absolutely, some of our services include financial dashboards that provide insights into your business’s financial health to inform your decision-making.
Do you perform financial statement analysis?
Yes, this is part of our service offering, within our Growth Accounting package and Fractional CFO services.
Can you help me file forms 1099?
Yes, this is included within our Growth Accounting package or available as a separate add-on service.
How long does onboarding take?
Optimizing and customizing your QuickBooks system typically takes 60-90 days, though you’ll see immediate benefits from initiation.
Who will be managing my account?
A minimum of two dedicated staff members will manage your bookkeeping, accounting, and financial reporting.