Cloud-Based Accounting Services

Flat fee outsourced accounting plans for entrepreneurs, small and medium business, and family offices. By assigning financial services to the professionals, you can focus on tasks that add to your bottom line.

• Clear and predictable pricing
• Confidence and peace of mind that your accounting is being handled by professionals.
• Deep advisory expertise on demand.
• Modern technology

Core Services

• Accounting cash or accrual
• Audit-ready financial statements
• Bill payment
• Employee expense reporting
• Invoicing and receivables
• Financial and managerial reporting
• Payroll W-2, 1099s, and year end reporting
• Sales tax
• Statements and invoices document storage
• State registrations and dissolutions

Technology and Process

• API app integrations
• Cloud accounting system design and implementation
• Training for you and your team
• Technology stack and efficiency review

Advisory Services

• Business plan consulting
• Cash flow, budgeting and forecasting
• Compensation and benefits consulting
• Equity compensation plans
• Income and sales tax guidance
• New-business formation consulting, choice of entity, policies and information systems
• Reporting to shareholders, partners and other stakeholders
• Retirement plans
• Revenue recognition
• Special projects

Requirements

Bank and credit card account access via read-only credential for bank feeds and statements

All of our technology integrates into a customized software stack, is cloud based and available 24/7/365 on mobile and desktop.

Our Preferred Technology Partners

We frequently add new service providers and technology that meets our client service standards and solves problems. By leveraging technology, we create efficiencies that provide more time to for advisory support.

Our solution is scalable and customized – use just what you need and be ready to grow.