Cloud-Based Accounting Saves You Time

Serving the following industries:

Construction subcontractors | Property managers | Staffing agencies

Come Join Us in the Cloud

It's easy to track expenses & capture receipts with your QuickBooks Online (QBO) mobile app. We provide full systems set-up for new QBO users, group or individual online training, and ongoing technical support. Conversion from QuickBooks Desktop to QBO within 60-days of engagement.  

Cloud Bookkeeping

Basic online bookkeeping for small business is a cost-effective solution for owners who want to leverage technology with the robust efficiency of cloud-based bookkeeping--- on a limited basis. 

The LITE Retainer Plan includes:

  • Record and post financial entries (debits/credits)

  • Account reconciliation

  • Basic management reports

  • Finance consulting

  • Bank-level AES-256 bit encryption Client Portal

  • Paperless document delivery system
    Tax preparation option (add on)

  • Payroll option (add on)

  • Client discount: QBO apps

Retail value: $3,604/mo. 
Tax Preparation Online

 

Streamline your operations with this add-on. Cloud tax preparation makes it easy to transfer tax data in an organized way over any device. Your returns are filed and delivered much faster to save time.

 

Add one personal 1040 for a small fee. 

 

To ensure easy data collection and efficient delivery, this service is included exclusively in monthly retainer plans at client-only pricing to save you even more.

Plans include:*

  • Federal and state returns (1120, 1120S, 1065).

  • e-Signature and e-File

  • Audit Assistance

  • Identity Theft Restoration

  • More

*Client pricing available for IRS forms 1041, 706, 709, and consolidated corporate tax returns.

Lite Retainer Plan

  • Add-on

Deluxe Retainer Plan

  • Add-on

Deluxe+ Retainer Plan

  • Included


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Retail value: $5,042 /mo.
Online Accounting

 

Full-service, cloud accounting service lets you take your office with you anywhere, anytime. On demand access with just a click from any mobile device.

 

Less paperwork means lower administrative costs.  Leave the busy work to us. You are the firm of the future.

The Deluxe Retainer Plan  includes LITE benefits plus:

  • Receivables management *

  • Payables management

  • Bank integration (foreign/domestic)

  • Comprehensive management reports

  • Financial statements

  • Business and cash flow advisory

  • Payroll (1-10 employees)
    *Additional fee for outbound collection calls

 

 

Deluxe+ Retainer Plan includes Deluxe benefits plus:

  • Annual fiscal check-up to grow your business

  • Tax advisory

  • Tax preparation & e-File

  • IRS audit assistance

  • Fixed asset management

  • Employee time tracking

  • Service job costing

  • Identity theft restoration

 

Cloud Payroll Solutions

 

Professional cloud payroll management for one low monthly fee. No surprises or overcharges. Mobile access to review payroll reports. Full integration with leading accounting software for seamless transfer of employee data. Real-time data access for easier collaboration . 

Optional for LITE All features included in Deluxe and Deluxe+:

  • Run payroll (1-10 employees)* 

  • Remit payroll taxes 

  • File payroll tax forms

  • Guaranteed accuracy

 

*Standard and variable pay periods, W-2, 1099, billable hours, special pay, direct deposit. Time tracking and secure employee access included in Deluxe+ only.

                         Small Business Advisory

 

Client advisory helps you make smart decisions. Our monthly or quarterly management reports provide up-to-date information so you can better plan for your company's future. Advisory services sharpen your business skills in these critical areas:

  • Key Performance Indicators (KPIs) for your company or property

  • Break-even analysis and results of operations at any point in time

  • Valuable insights into your customers, tenants, vendors, and employees


We're more than your accountant. We'll join your team as a valuable personal advisor who helps you to understand the numbers that drive the financial health of your business. As a team player, we offer profitability insights; an annual fiscal checkup in 3 areas that improve profitability, cash flow & business value; and help you create budgets to better plan for and manage future income/expenses.

 

Cash flow management is critical to your success. Our parent company is an intermediary to top lenders in the U.S.  When you retain us as your business partner, your get all the right tools for continued growth and stability in one place---for an affordable monthly fee!

 

Capital sourcing and placement is available for:

  • Working capital

  • Equipment

  • Commercial real estate

  • and more

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Retail value: $5,229/mo. 
Retail value: $3,562/mo. 
Retail value: $7,416/mo.