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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