Outsourced Accounting Subscriptions

Strong choice for small and growing businesses that need help with their accounting and business processes.  This solution brings sanity to the small business owner and allows them to recapture some of their time.

• Monthly accounting support*
• Access to our knowledgeable accounting staff
• Subscription to Xero Accounting Software (Standard)
• Subscription to KepnerCPA/Client Collaboration Tools
• Business Federal Tax Return Preparation
• Business State Tax Return preparation (1 state)

Great solution for an established business that needs a tactical accounting and tax planning partner.  This service takes the accounting burden off the business owner to allow them to focus on what they do best for their business.

• Monthly accounting support*
• Access to our knowledgeable accounting staff
• Subscription to Xero Accounting Software (Standard)
• Subscription to KepnerCPA/Client Collaboration Tools
• Annual Preparation of CPA Compiled Financial Statements  for your banker or partners
• Semi-annual tax planning
• Business Federal Tax Return Preparation
• Business State Tax Return preparation (1 state)
• One business management strategy meeting per calendar year

Complete package for larger and more complex organizations looking for strategic advisory and management consultation as well as outsourced accounting services.  This solution allows the ownership to work on the business primarily and build a self-sustaining enterprise.

• Monthly accounting support *
• Access to our knowledgeable accounting staff
• Subscription to Xero Accounting Software (Standard)
• Subscription to KepnerCPA/Client Collaboration Tools
• Monthly Preparation of CPA Compiled Financial Statements  for your banker or partners
• Quarterly management meeting
• Annual budget preparation
• Business Federal Tax Return Preparation
• Business State Tax Return preparation (1 state)
• One tax strategy meeting per calendar year

Please request a meeting for directions to our secret war room for preparation of world domination.

“Request exclusive meeting”

• General Business Advisory on Best Practices
• System Selection and Optimization Consultation
• Expanded Bookkeeping and Software Education
• IRS and State Tax Audit Support
• Enhanced Budgeting and Reporting Services
• Bill Pay and Back office Services
• Complete HR and Payroll Solutions
• Tax Planning
• Investment Advisory