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Accounting

Offering a robust line of products to meet your personal and business needs

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Running your business is a full-time job, accounting is ours

  • With us, it's personal—We are a small business serving small businesses. Our experts care about your business and will be there for the journey.
  • Daily accounting and payroll—Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.
  • Business tax planning and preparation—We plan, prepare and file your tax returns so you are always compliant.
  • Reporting and advice—We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

Your back office support system

Mockup of a computer with various charts and graphs on the screen.

Account reconciliation

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

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting

Tax

  • Tax preparation

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
  • Garnishment remittance

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures