Our comprehensive, outsourced accounting solution that offers small businesses relief from complex, day-to-day accounting tasks. We offer this service at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.
Simple | Standard | Complete | |
---|---|---|---|
General Ledger | |||
Reconcile bank accounts | ✓ | ✓ | ✓ |
Reconcile electronic transactions into QuickBooks | ✓ | ✓ | ✓ |
Reconcile credit card accounts | ✓ | ✓ | ✓ |
Payroll | |||
Prepare payroll | ✓ | ✓ | ✓ |
Submit payroll taxes to agencies | ✓ | ✓ | ✓ |
Prepare payroll tax returns | ✓ | ✓ | ✓ |
Provide employee access to electronic pay stubs | ✓ | ✓ | ✓ |
Provide employer access to electronic pay records | ✓ | ✓ | ✓ |
Prepare W-2s | ✓ | ✓ | ✓ |
Retirement remittance | ✓ | ✓ | ✓ |
Garnishment remittance | ✓ | ✓ | ✓ |
Accounts Payable | |||
Process bills and vendor payments | — | ✓ | ✓ |
Track credit card expenses and receipts | — | ✓ | ✓ |
Process employee expense reports | — | ✓ | ✓ |
Prepare 1099s for contractors | ✓ | ✓ | ✓ |
Provide digital access to paid bills | — | ✓ | ✓ |
Tax | |||
Tax preparation | ✓ | ✓ | ✓ |
Coaching | |||
Review retirement compliance | ✓ | ✓ | ✓ |
Review other employee deductions for compliance | ✓ | ✓ | ✓ |
Tax planning | ✓ | ✓ | ✓ |
General business consulting | ✓ | ✓ | ✓ |
Prepare monthly financial statements | — | — | ✓ |
Prepare monthly budget reports | — | — | ✓ |
Video Conferencing to Review Key Performance Indicators | Annual | Semi-annual | Quarterly |