Concierge accounting
Our superpower
is understanding yours.
We work collaboratively with you through our advanced, secure web platform that gives you real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee, giving you budgetary stability and predictability. No billing surprises.
Here’s how we serve and support you:
Outsourced Accounting
Bookkeeping — General ledger, transaction classification, expense tracking, invoicing and payments
Tax — Avoid surprises and worries with our tax-saving suggestions and strategies. Planning, preparation and electronic filing for individuals and businesses
Payroll — Processing, direct deposits, compliance filings, payroll tax payments, new hire setups, and integrations with your time tracking and accounting systems
Notice Peace of Mind — Expert response and handling of federal and state notices and correspondence, up to appeals and litigation
Business Foundation Services
Achieve your dream! We help you envision the business you want from inception to sale.
Entity Analysis and Selection — Strategic insight for startups and growth restructuring, handling of all required state and federal business filings
Accounting System Setup — Expert configuration of systems and technology ecosystems to support integration with business systems, automation and streamlined workflow
Retirement Plan Analysis — Research and vetting of retirement plan selections for you and your employees
Business Management Services
Rest assured, we’re here to walk you through the issues keeping you up at night. As a trusted partner, we understand the challenges of owning a business and we’ve taken every step alongside hundreds of business owners to offer encouragement and advice for their business and personal finances. Our proactive approach will provide a strategic plan to consistently meet important goals.
Virtual CFO — Trustworthy and seasoned level expertise accompanies our services. From revenue and expense analysis, budgeting, benchmarking and key performance indicator analysis to tax planning and projections, our 20+ years of business ownership experience will support you with the guidance needed for long-term success.
Cash Management — Cash flow analysis, forecasting and operational improvements
Our bundled services offer the solutions your business needs.
Annual
- Includes:
- Bookkeeping/Account Reconciliation
- ✓ Record and reconcile bank accounts
- ✓ Record and reconcile credit card accounts
- Financial Statements - provided quarterly
- Tax Planning/Advisory Services
- ✓ One (1) meeting, annually
- ✓ CFO strategy from our experienced team
- Payroll
- ✓ All payroll forms processing
- ✓ Payment processing
- ✓ W-2/W-3 Forms
- ✓ Employee access to paystubs
- Tax
- ✓ Individual
- ✓ Business
- Reply 4-5 business days
Quarterly
- Includes Essential plus:
- Financial Statements - provided monthly
- Tax Planning/Advisory Services
- ✓ Two (2) meetings, annually (mid-year and year-end)
- Payroll
- ✓ 1099 preparation - up to 10
- Notice Peace of Mind
- KPI - Dashboard Indicators
- ✓ Financial analysis and budgeting for business insight
- Quick Question - Zoom meeting during office hours
- Reply 3 business days
Monthly
- Includes Growth plus:
- Tax Planning/Advisory Services
- ✓ Four (4) meetings, annually
- ✓ Quarterly tax planning and projections
- Payroll
- ✓ 1099 preparation - up to 25
- Impromptu Meeting
- ✓ Three (3) per year available
- Reply in 2 business days