Outsourced Accounting Services to Modernize your Business

Let us Optimize your Accounting Function to Guide your Business and Grow your Wealth

Proper Accounting is the Bedrock of Internal Decision Making

Strong accounting and financial reporting processes are the keys to making good financial decisions, minimizing tax liabilities, and growing your wealth. However, many of the small businesses we come across do not have the infrastructure in place to optimally service these needs. With our dedicated team of certified accounting professionals, we can help overhaul and manage your accounting functions so you can focus on what you do best: growing your business.

How We Can Help

Initial Consultation

Meet with your dedicated Business Advisor to discuss your business, set engagement expectations, establish a timeline, and gather the necessary information to start your engagement.

Implementation

Our team will clean-up your current set of books and set up your QuickBooks Online or Xero accounting system based on your industry and operations.

Payroll and Sales Tax Support

Once your system is operational, we will handle payroll and sales tax filings to ensure compliance with federal and state requirements.

Advisory

With your new accounting function, our team will provide on-going support including quarterly check-ins and decision-making support.

Our Accounting Process

Step 1: Implementing your Accounting System

We start by gathering baseline information on your business. You'll have an initial consultation with your Advisor to discuss your current situation and future goals. During this phase, our goal is to build out a fully functioning accounting system specifically tailored for your business.

This step includes:

Setting up and deploying your QuickBooks Online or Xero accounting system with the appropriate chart of accounts and opening balances.
Reconciling bank accounts.
Ensuring all assets are included in the system.
Training on proper use of the accounting system.

Step 2: Continuous Support

After your accounting system is implemented, we will work with your team to uncover data driven insights and handle ongoing compliance obligations.