Outsourced Accounting Subscriptions

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

• Monthly Book Close*
• 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 a growing or established business looking to elevate through strategic accounting and tax planning. This service takes the 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
• One business management and tax strategy meeting per calendar year
• Business Federal Tax Return Preparation
• Business State Tax Return preparation (1 state)

Fractional Controller

A complete package designed to fit the unique needs of  larger and more complex organizations ready to invest in the strategic growth of their business.  This solution allows the ownership to work on the business primarily and build a self-sustaining enterprise by utilizing our services.

• Monthly Accounting Support *
• Access to our Knowledgeable Accounting staff
• Subscription to Xero Accounting Software (Standard)
• Subscription to KepnerCPA/Client Collaboration Tools
• Preparation of CPA Compiled Financial Statements for your banker or partners
• Certain amount of advisory service hours to be determined at upon implementation and engagement meeting
• Budget and Cash Management Discussions
• Tax Strategy
• MindSmarts Problem Solving Collaboration
• Expense analysis
• Staff Management and Training
• Periodic Business Assessments and Evaluations
• 12 Point Growth Agenda
• Value Acceleration Methodology
• Business Federal Tax Return Preparation
• Business State Tax Return preparation (1 state)