It’s like having your own accounting department and CFO

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.

Includes:

Account reconciliation

•  Reconcile bank accounts
•  Reconcile electronic transactions into QuickBooks
•  Reconcile credit card accounts

Advice

•  Prepare monthly financial statements
•  Prepare monthly budget reports
•  Tax planning
•  Dental practice consulting

Tax

•  Tax preparation

Payroll

•  Submit payroll taxes to agencies
•  Prepare payroll tax returns
•  Provide employee access to electronic paystubs
•  Provide employer access to electronic pay records
•  Prepare W-2's
•  Pension remittance
•  Garnishment remittance

Bookkeeping

•  Track credit card expenses and receipts
•  Process employee expense reports
•  Prepare 1099s for contractors
•  Provide digital access to paid bills
•  Quarterly video conference to review key performance measures