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Xero-dashboard-suite

Fixed price outsourced accounting plans for small to midsized businesses

Get the accounting, advisory expertise you need.
Good advice and collaboration on demand
Save time and control costs

Schedule a no obligation consultation

Bronze

A great place to start. Simplify doing your own reconciliation and data processing, and get help with data review and reporting, tax advisory, filing and compliance.

A GREAT PLAN FOR A QUICK START.

People and Services

Expert set-up, conversion and training

Accounting support team

Dedicated tax resources

Monthly data review and reporting

Unlimited tech support

Technology Automation

Xero financial ledger

File sharing and collaboration software

Expense management

Tax and Compliance

Annual tax filings

Tax planning and advice

Schedule a consultation

SILVER

Make running your business easier. Outsource your accounting and automate your data processing. Access insights and advice for a greater understanding of your financials.

Get everything in the BRONZE Plan, plus:

People and Services

Dedicated accountant

Weekly data reconciliation, bill approval and processing

Monthly data review/reporting, journals and entry adjustments

Quarterly business advisory, growth planning and KPI presentation

Annual budget/cash flow forecasting and tech/efficiency check-up
 

Technology Automation

Expense integration

Mobile visual reporting dashboard

Outsourced bill payment

Payroll and HR

Tax and Compliance

Sales tax filings

State registrations/dissolutions

Payroll/HR Support

Payroll processing/support

Annual 1099 filings

Annual workers comp audit

Schedule a consultation

GOLD

Plan for rapid growth, outside investment, global expansion and faster closings. Simplify consolidated reporting. Get your own accounting and HR departments and virtual CFO for smarter planning.

Get everything in the SILVER Plan, plus:

People and Services

Dedicated payroll/HR specialist

Monthly business advisory and growth planning

Semi-annual tech/efficiency check-up

Annual support with outside audit, board and/or investors

Accrual level reporting and adjustments

Deferred revenue according to ASC 606

Technology Automation

Deferred revenue/accrual

Consolidated reporting dashboard

Tax and Compliance

Additional state registrations/dissolutions

Payroll/HR Support

Unlimited HR advice and consulting

Schedule a consultation

SalesTaxSimple

Sales tax made simple

Sales tax is an everchanging issue for any business that sells across borders. Let our sales tax experts navigate nexus for you. Get a complete analysis and all the help you need with registration, collection, remission and filing. 
Schedule your no obligation consultation