Managed Accounting Services
You run your business. We'll run your accounting. All ServicesIntegrationsOur Services
Let’s face it, you’ve got a lot going on. Sometimes it can feel like there just aren’t enough hours in a day to get everything done. You understand that you need to focus your attention to working on your business, and not in your business. This is where we can help. Let us handle some of the day-to-day tasks of running your business so that you can take back your time and spend it more wisely.
Our Services
Let’s face it, you’ve got a lot going on. Sometimes it can feel like there just aren’t enough hours in a day to get everything done. You understand that you need to focus your attention to working on your business, and not in your business. This is where we can help. Let us handle some of the day-to-day tasks of running your business so that you can take back your time and spend it more wisely.
Quickbooks
Managed
Your QuickBooks is fully managed to ensure accurate, organized financials you can rely on. Day-to-day bookkeeping is handled consistently so your books stay clean, current, and ready when you need them.
Setup, cleanup, and ongoing management
Weekly transaction coding
Monthly reconciliations of all accounts
Clean, audit-ready financials
Invoices
Sent
Professional invoicing handled end-to-end to keep billing consistent and payments moving. Customers are invoiced accurately and activity is tracked without you needing to manage the process.
Invoice creation and delivery
Fast electronic payment options
Custom invoice templates
Monitoring overdue invoices
Professional invoicing handled end-to-end to keep billing consistent and payments moving. Customers are invoiced accurately and activity is tracked without you needing to manage the process.
Invoice creation and delivery
Fast electronic payment options
Custom invoice templates
Monitoring overdue invoices
Bills
Paid
Vendor bills are managed and paid accurately so nothing is missed and cash flow stays predictable. Payments are handled securely and on schedule, without day-to-day involvement from you.
Inbox for paperless bill management
E-payments and checks sent for your
Approval workflows
Schedule payments in advance
1099’s
Filed
1099 preparation and filing handled from start to finish to keep you compliant and on time. Vendor review, form preparation, and required submissions are completed accurately and efficiently.
Vendor review W-9 collection
1099 preparation and filing
IRS and state submissions
Digital copies and record keeping
1099 preparation and filing handled from start to finish to keep you compliant and on time. Vendor review, form preparation, and required submissions are completed accurately and efficiently.
Vendor review W-9 collection
1099 preparation and filing
IRS and state submissions
Digital copies and record keeping
Payroll
Processed
Payroll is processed reliably so employees and contractors are paid correctly and on time. Taxes, filings, and ongoing payroll details are handled with accuracy and care.
Paperless hiring and onboarding
Employee self-service portal
Time Tracking & PTO management
Automated filings and tax payments
Benefits
Compliant
Benefit administration managed to reduce complexity for both you and your team. Setup, coordination, and ongoing changes are handled smoothly and integrated with payroll.
Benefit setup and coordination
401k, Health, Dental, Vision, etc.
Employee self management portal
Direct payroll integrations
Benefit administration managed to reduce complexity for both you and your team. Setup, coordination, and ongoing changes are handled smoothly and integrated with payroll.
Benefit setup and coordination
401k, Health, Dental, Vision, etc.
Employee self management portal
Direct payroll integrations
Sales Tax
Remitted
Sales tax tracking and filings managed to ensure compliance and avoid costly mistakes. Returns are prepared, filed, and remitted according to applicable requirements and deadlines.
Tax liability tracking and reporting
Return preparation and filing
Timely scheduled payments
Nexus monitoring
Reports
Audited
Clear, reliable financial reports prepared and delivered to your inbox each month. Reports are reviewed for accuracy and consistency, providing dependable insight into your business performance.
Decision-ready financials delivered
Audited monthly for accuracy
Profit & Loss and Balance Sheet reports
Custom reporting for your business
Clear, reliable financial reports prepared and delivered to your inbox each month. Reports are reviewed for accuracy and consistency, providing dependable insight into your business performance.
Decision-ready financials delivered
Audited monthly for accuracy
Profit & Loss and Balance Sheet reports
Custom reporting for your business
Integrations & Workflow Management Apps
We’ve always said that if you’re going to do something in life then you better make sure to do it right! It’s for this reason that we have partnered with some of the best in the industry to help make sure your accounting tasks run as smooth as possible. By working alongside the biggest names in the business, you can rest assured that your books will be prepared accurately and timely with the highest attention to detail.
Fixed Package Pricing with No Surprise Billing
No two companies are alike, and that’s why we let you pick and choose exactly what services you need in order to run your business most efficiently. We believe in providing flat-rate package pricing with a well defined scope of service. This way you know exactly what to expect when it comes to what you will get and what you will pay.