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Outsourced Accounting

Offering a robust line of products

to meet your personal and business needs

Select a product

It’s like having your own accounting department

When you outsource your accounting work 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 with you 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.

Choose the solution that is right for your business:

Essentials

Includes:

Account reconciliation

  • Process bank feed transactions (QBO or Xero)
  • Reconcile bank accounts
  • Reconcile credit card accounts
  • Process owners' expense reports
  • Post petty cash reports
  • Reconcile asset and liability accounts
  • Calculate and post monthly depreciation
  • Calculate and post monthly loan amortization
  • Analyze and classify equity transactions
  • Reconcile revenue to POS or billing system
  • Post payroll
  • Preparation of monthly general ledger

Advice

  • Prepare basic monthly financial statements
  • Review retirement plan compliance
  • Review other employee deductions
  • Year-end tax projection
  • General business consulting

Tax Compliance

  • Tax preparation
  • 1099 preparation (up to 5 included)
  • Personal property tax declaration

Premium

Includes Essentials plus:

Advice

  • Advanced financial reporting
  • Performance graphs
  • Monthly budgets
  • Mid-year video conference to review operations

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic pay stubs
  • Provide employee access to electronic pay records
  • Prepare W-2s

Compliance

  • Sales tax preparation
  • Registered Agent services

Elite

Includes Premium plus:

Bookkeeping

  • Process bills and vendor payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Provide digital access to paid bills

Advice

  • KPI tracking (up to five metrics)
  • Quarterly video conference to review KPIs and operations
  • Core24 Business Mastery Training