Back Office Accounting Support

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

Spend less time on accounting and more time running your business

Timely and accurate financial reporting is key to the overall health of your business. As a business owner, you may not have the proper time to dedicate to this essential task. Our expert staff delivers sound financial data, along with the critical analysis needed to keep your business on track and moving forward. We can provide reviewed and compiled financial statements including bank reconciliations, balance sheet, operating statements, and general ledger examination. We also handle your payroll processing and tax filings.

And with the latest technology in place, we can deliver our accounting services through secure client portals. You will have 24/7 online access to your information, so you know your financial status anytime, anywhere. As an added benefit, our team will work closely with you offering insightful business coaching to ensure your financial needs are being addressed and your goals are achieved.

Choose the solution that is right for your business:

Standard

Includes:

Monthly Bookkeeping / Accounting

  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Reconcile loans
  • Sales tax filings & payment
  • Provide comparative reports
  • Annual personal property filing

Taxes

  • Business and personal tax preparation
  • Tax planning and strategy
  • Audit protection package

Coaching / Business Support

  • Review and provide feedback on monthly results
  • Unlimited phone call access
  • Review of retirement plan
  • Financial / accounting education

Payroll

  • Prepare payroll
  • Prepare & file payroll tax returns
  • Pay all payroll taxes
  • Provide online access to pay records
  • Prepare W-2s

Complete

Includes Standard plus:

Accounts Payable

  • Process bills and vendor payments
  • Process expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills

Proactive Lite

Taxes

  • Business and personal tax preparation
  • Tax planning and strategy
  • Audit protection package

Coaching / Business Support

  • Unlimited phone call access
  • Financial / accounting education