Outsourcing of Accounting, Tax and Other Business Related Services

Accounting and Support Services

• Start-up Services
• Filing state registrations
• Company profile
• General ledger
• Chart of accounts
• Financial report formats
• Accounts receivable ledger
• Payroll ledger
• Recurring services
• Process customer billing
• Process monthly invoices
• Process monthly reports
• Record monthly standard entries
• Reconcile bank statements
• Generate trial balance/detail general ledger and detail subsidiary ledgers
• Prepare, update and maintain workpapers files
• Generate monthly financial statement package
• Generate monthly budget vs. actual report
• Prepare year-end workpapers for outside auditors

Tax Services

We prepare the following:

• Payroll tax returns
• Sales/use tax returns
• Commercial rent tax returns
• Tax provisions
• Estimated tax payments
• Annual Federal, state and local business tax returns
• Individual tax returns

Other Business Services

• Record maintenance
• Secretarial services
• Insurance reviews
• Assistance with SEC filings
• Marketing Analysis
• Licensing and Royalty Audits
• Personnel and Human Resource Services
• Health Claims Processing

Business Outsourcing

Our services offer companies relief from the burden of tax planning and preparation so they can focus on what is most important to them—their business. By outsourcing traditional full-time personnel with experienced tax professionals utilizing the latest technology and compliance software, a business can achieve significant savings while being assured of the highest quality services.

• Short-term tax staff
• Tax return preparation
• Estimated taxes
• Systems reporting and review
• Governmental agency tax and audit support services
• Miscellaneous tax compliance, reporting and controls
• Executive tax preparation

Accounting and Bookkeeping – Staff on Loan Services

Business are often distracted by critical responsibilities that our outside of their core missions. As an entrepreneurial business, we know that having the best people on your team makes all the difference. Whether you are debating the cost/benefit of hiring full-time employees, need assistance for a special project, or would like the convenience of working with a “staff on loan” professional whose experience matches your needs, you can rely on us to provide you with highly skilled financial and accounting professionals who can lighten the burden on an as-needed basis.

Download Outsourcing of Accounting Services Brochure