Apps

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.

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.

computer graphic

OUTSOURCED ACCOUNTING

Your back office support system

Intentional Growth
Package
 
Includes:
  • 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
Strategic CFO
Package
 
Includes Intentional Growth Package 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
  • Garnishment Remittance
Visionary
CEO
 
Includes Strategic CFO Package plus:
  • 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