All data for Individual Tax Returns is due to our office no later than March 25th, 2023.
Virtual Bookkeeper
Offering a robust line of products to meet your personal and business needs
Select a product
It’s like having your own accounting department
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.
Your virtual bookkeeper
AIDE
Starting at $275/month
Includes:
- Accounting software
- Software setup & training
- Quarterly QuickBooks tuneup
- Quarterly QuickBooks diagnostics report
- Quarterly review meeting
COLLABORATOR
Starting at $425/month
Includes:
- Accounting software
- Software setup & training
- Monthly QuickBooks tuneup
- Monthly QuickBooks diagnostics report
- Monthly review meeting
BOSS
Starting at $550/month
Includes:
- Accounting software
- Software setup & training
- QuickBooks tuneup
- QuickBooks diagnostics report
- Monthly review meeting
- Reconcile bank accounts
- Reconcile credit cards
- Prepare 1099s for contractors
- Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Provide digital access to paid bills