CPA Professional

Every accounting plan customer has a CPA who is there to oversee your accounting and provide guidance when necessary


Bookkeeping / Basic Accounting

We do the mundane daily and weekly bookkeeping. We code and categorize your transactions and reconcile your accounts so your books are up to date.


Bill Payment Services

We provide bill payment workflow that allows you to review and approve vendor invoice electronically and you approve when they are paid.


Expense Reporting

You get an online system that allows for expense report submission and you get to review and approve when and what gets paid.



Let’s face it. No one likes doing payroll. We take the headache out of it and process your payroll runs and keep you compliant with payroll tax payment and reporting.


Invoicing / Accounts Receivable

We will manage the entire invoice to cash cycle emailing invoice to clients and recording and matching customer payments.



We are not a collection agency and will not harass your clients but our system can send gentle reminders to past due accounts and we provide AR aging reports so you can stay on top of who owes you money.


Advanced Accounting Services

We can provide CPAs, Controllers, and CFO level resources for more sophisticated accounting needs including audit/review preparation, advanced reporting needs, onsite services, and other tailored services.


Fractional CFO or Controller

If your needs require more hands on time we can provide an onsite fractional CFO or Controller to work directly with your staff on a daily, weekly, or monthly basis.

Best-in-Class Technology for Best-in-Class Small Business Accounting


= Included = Optional




Bookkeeping Services
Transactions reviewed for proper general ledger coding Monthly Weekly Custom
Bank & credit card transactions recorded & coded
Bank and credit account reconciliations
Management financial statements delivered per schedule
Online cloud subscription to QuickBooks or Xero included
CPA account manager included
Access to Controller / CFO
Tax Preparation Services
Discounted ERP software if outgrowing QuickBooks or Xero
Free implementation services for ERP software *
Monthly Transactions Included in plan at no additional costs 100 500 750
Bank & Credit accounts reconciliations included in plan 2 4 6
All plans can be scaled to meet your specific needs

* If your company outgrows the included cloud based accounting package, we will provide a basic implementation for one company on Intacct’s Cloud ERP system at no charge.
Requires at least 12 months of consecutive service on one of our accounting plans.
Does not include subscription costs for Intacct and other limitations apply.
Please ask for details.

= Optional



Bill Payment Services & Expense Reporting
Customer Approvers Included Custom Custom
Transactions included in plan Custom Custom
Bills and expense reports paid electronically
Payment approval workflow via email, web, or mobile device and Expensify License Included
Digital images of AP invoices and receipts available online
Invoicing & Accounts Receivable
Customer payments matched and recorded in system
Customer invoices created and emailed to clients
Friendly reminders emailed to past due accounts
Monthly accounts receivable aging reports included
Sales tax reporting and fillings
Preparation and processing of your weekly, bi-weekly, or custom payroll runs
Payroll properly recorded and coded in accounting system
Payroll tax filings and reporting
CPA – Controller – CFO Services
Tax Planning & Preparation Services
Financial Reporting for external parties (banks, creditors, business partners)
Audit or Review preparation

Ready to Get Back to Growing Your Business?
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