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Outsourced Accounting

Outsourced Accounting

Think of Us as Your Internal Accounting Department

Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting and compliance hassles while providing 24/7 access to financial data. As your trusted advisor we supply valuable financial and tax advice throughout the year. All activity is completed online via our technologically advanced platform—so communication and document exchange is in real-time.

Setup and training for Outsourced Accounting couldn’t be simpler. You define your immediate needs and we assess how Outsourced Accounting can be integrated. We train your company’s designated point of contact on the process of providing our staff with the information required by the Outsourced Accounting solution and teach them how to access the system from our website.

 
Accounting & Business Management      
Quarterly review of transactions
Quarterly bank and credit card account reconciliation
Quarterly recording of payroll journal entries, if applicable
Quarterly prepared financial statements
Monthly review of transactions
Monthly bank and credit card account reconciliation
Monthly recording of payroll journal entries, if applicable
Monthly prepared financial statements
Weekly recording of transactions and receipt tracking
Bill Pay Services
Monthly QuickBooks Online Subscription Fee
Tax Planning & Guidance      
Preparation of Business Tax Returns
Annual Tax Planning
Preparation of the Ohio Commercial Activity Tax Return and payments
Annual preparation of Ohio Unclaimed Funds Report
Annual preparation of 1099-MISC for contractor workers
Annual preparation of 1099-DIV & 1099-INT for dividends & interest
Annual preparation of Form W-2-G for raffles
Preparation of Form 5500 for retirement plans, if applicable
Payroll Guidance      
Preparation of Annual Ohio Bureau of Workers' Compensation Report
Annual calculation of auto fringe benefit
Annual Owner's Health insurance reporting on W-2s
Monthly pension remittance
Partner with third-party payroll company for payroll hours entry
Annual Simple IRA pension plan summary compliance

 
 

Accounting & Business Management

Our accounting services provide thorough, accurate reporting and critical analysis that allow you to evaluate your financial health and realize your business goals. Our firm can help you by delivering financial statements and reports to help you monitor your business, while handling all your accounting tasks so you can concentrate on running your business. Our goal is that you are successful from the launch of your business and as you move forward.


 
 

Tax Planning & Preparation

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


 
 

Payroll Guidance

We partner with third-party payroll providers to provide guidance and review of your payroll needs. One of the most time-consuming tasks any business owner faces is payroll. Processing payroll involves much more than simply handing out regular paychecks. There are taxes, deductions, changes in payroll laws, year-end documentation, and more to worry about. Working with us and a third-party payroll provider, the headaches stop here.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

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    Our firm is unique in that we have vast experience serving the comprehensive accounting needs of the mental health and outpatient counseling agency industry. Our professionals offer timely ...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

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