Accountant
Accounting and Payroll
Accurate Financial Data to Make Informed Business Decisions
Your Accountant will manage your accounting system, compile and meticulously record and track your financial transactions from multiple accounts. We will generate reliable and insightful financial reports and perform financial analysis to help you assess your business financial performance and plan for future growth and success. In addition, we will integrate your full-service payroll and HR functions to ensure that your payroll runs smoothly and that your business can attract and retain high-quality and satisfied employees.
Plan Services
- No-cost Accounting and Payroll software subscription
- Bookkeeping & Accounting for up to 150 monthly transactions and invoicing for up to 30 clients
- Monthly 3-way financial reports with KPI’s and a monthly financial review meeting to assess financial performance and trends
- Quarterly financial management report with variance analysis
- Payroll & HR Management for up to 5 employees with next-day direct deposit and tax withholdings
- Annual tax savings analysis and 25% discount on all tax services
- Financial and business compliance
- Annual insurance planning and assessment for asset protection and business continuity
Why Choose Our Accountant Services?
Accuracy
Maintain precise financial records to avoid costly errors and ensure compliance.
Time Savings
Free up valuable time by outsourcing complex financial tasks to our experts.
Compliance
Stay ahead of regulatory requirements with our up-to-date knowledge of financial laws and standards.
Financial Insight
Gain clear visibility into your financial health to make strategic business decisions.
Our Approach
Gain an in-depth understanding of your business enviornment and financial goals
Develop a tailored accounting and HR plan aligned with your business strategic objectives
Assess your current accounting and payroll systems and integrations to optimize automations
Provide continuous business compliance monitoring and financial reporting and support
Get Started Today
Ready to elevate your financial strategy with expert guidance?
Accounting & Payroll
Perfect for growing businesses that need accurate and efficient monthly reporting.-
✔️ Confidence in Your Numbers
Clean, up-to-date books every month so you can run your business without second-guessing your data. -
✔️ Save Time and Reduce Errors
Automate bookkeeping and reporting with streamlined processes and expert oversight. -
✔️ Visibility Into Key Metrics
Understand your KPIs and financial position at a glance with a tailored reporting dashboard. -
✔️ Prepared for Growth or Funding
Ready-to-go reports and reconciled financials to satisfy investors, lenders, and leadership teams. -
✔️ No More Stress Around Month-End
Let professionals handle the financial close and account reconciliation—accurately and on time.
What's Included in the Bookkeeping & Accounting Plan
A focused package offering essential financial tools and support to keep your operations accurate and up to date.
Bookkeeping & Accounting
| Feature | Included |
|---|---|
| Bookkeeping & accounting software subscription | ✔️ |
| Create customized reporting dashboard to track KPI's | ✔️ |
| Streamline merchant transactions (Paypal, Stripe, Square) and integrate into accounting system | Up to 2 Merchant Accounts |
| Record transactions, manage receipts and documents, and complete monthly account reconciliations | Up to 100 Transactions & 3 Financial Accounts Monthly |
| Manage accounting schedules (depreciation, accruals, prepaids, leases, intangibles) | Up to 3 schedules |
| Generate Monthly 3-Way Financial Statements (P&L, Balance Sheet, Cash Flows) | ✔️ |
| Manage accounts receivables and collections | Up to 30 invoices per month |
| Manage accounts payables | Up to 30 bills per month |
Tax Preparation & Advisory
| Feature | Included |
|---|---|
| Annual and quarterly tax preparation and filing for state, local, and federal | 25% Discount |
| Annual tax planning, implementation, and reviews | 25% Discount |
| Tax Resolution | 25% Discount |
| Tax Strategy Review | 25% Discount |
| Complimentary tax savings analysis | Annually |
Payroll & HR Management
| Feature | Included |
|---|---|
| Certified HR Experts | ✔️ |
| Next-day Payroll processing direct deposit and tax withholding | Up to 5 Employees |
| Quarterly and annual income tax filing and payment (1099, W2, 941) | ✔️ |
| Employee payroll portal with time and attendance tracking | ✔️ |
| Employee Benefits (retirement, insurance, health) | ✔️ |
| Hiring, onboarding, off-boarding, talent management | ✔️ |
| HR guidance, insights, and reporting | ✔️ |
Financial Improvement and Audit Readiness
| Feature | Included |
|---|---|
| Manage internal controls, workflows, and policies and procedures over financial reporting | - |
| Financial audit support | - |
| Prepare financial statement disclosures | - |
Financial Management & Compliance
| Feature | Included |
|---|---|
| Develop and report financial KPI's | Up to 3 |
| Budgeting, forecasting and cash flow management with quarterly reviews | Select 1 Quarterly |
| Manage financial and entity compliance | ✔️ |
| Financial Risk Management | - |
Financial Planning & Equity Management
| Feature | Included |
|---|---|
| Complimentary insurance planning | ✔️ |
| Consolidated financial reporting | - |
| Monthly financial review and clarity meeting | 1 |
| Develop an nnual financial plan with monthly and quarterly reviews | - |
| Acquisitions/Exits, Mergers & Acquisitions | - |
| Fundraising, Equity and Debt Management | - |
| Annual industry economic report | - |