Accounting
Offering a robust line of productsto 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.
- Financial reporting - We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.
- Business tax planning, advice and preparation - We plan 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.
Choose the Business Advisor Program that is right for your business:
Business Advisor Program
Basic
Includes:
Account Reconciliation
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks®
- Reconcile credit card accounts
Advice
- Prepare monthly financial statements
- Tax planning
- General business consulting
Business Advisor Program
Standard
Includes Basic 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
Business Advisor Program
Complete
Includes Standard plus:
Tax
- Tax Preparation
- Quarterly video conference to review key performance measures