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Outsourced Accounting Service Offerings

When you outsource your accounting 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 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.

  • 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
Business Tax

  • Federal Entity Income tax return
  • Federal Individual Income tax return including all schedules
  • State tax returns, as required
  • Personalized planning session in Qtr 4
  • Review of Draft return prior to filing
  • Suggestions on tax strategies
  • Advise on IRS Reasonable Salary guidelines
  • Estimated tax requirements to avoid IRS penalties
  • Extensions, as requested
  • Availability throughout the year
  • Audit protection - no additional cost to reply to IRS notices & represent you in an audit

Contact Us

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (214) 390-9071

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We will happily offer you a free consultation to determine how we can best serve you. Contact Us

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