Outsourced Accounting Services for Businesses & Individuals

Corporate Accounting

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  • Corporate, LLC
  • Business Operations (BPO)
  • Financial Records Management
  • General Ledger Accounting
  • Reconciliations & Period End Closing
  • Historic tax credit projects
  • Cash Management
  • Compliance: identify/monitor required tax & regulatory filings
  • Coordinate with management, attorneys, insurance agents, CPAs, auditors

High Net-Worth Individuals

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  • Individual Client Accounting Services (CAS)
  • Inventory estate planning & disaster recovery; gift tax & estate tax records; income tax return accounting; consulting.
  • Insurance claim and restoration records management
  • Financial analysis, financial statements, reconciliations, budgets
  • Oversee real estate/special asset transactions, 1031 exchange, insurance policies: renewals, named insureds

Ecommerce

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  • Shopify Plus
  • Avalara
  • Nexus analysis
  • Multi-state Sales Tax

Software

Quickbooks, Netsuite, Sage/Peachtree, Microsoft Office, Outlook, Online Banking, NetDocs, PC Law Accounting Automation: Set Up/Conversion/Maintenance