Important Update March 15th, 2021

Important Update

Outsourced Accounting

Offering a robust line of products to meet your personal and business needs

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Includes:

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 QuickBooks Online Subscription Fee

Tax Planning & Guidance

  • Preparation of Business Tax Returns
  • Annual Tax Planning

Includes:

Accounting & Business Management

  • Monthly review of transactions
  • Monthly bank and credit card account reconciliation
  • Monthly recording of payroll journal entries, if applicable
  • Monthly prepared financial statements
  • 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 contract workers
  • Annual preparation of 1099-DIV & 1099-INT for dividends & interest
  • Annual preparation of Form W-2-G for raffles

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

Includes Standard plus:

Accounting & Business Management

  • Weekly recording of transactions and receipt tracking
  • Bill Pay Services

Payroll Guidance

  • Monthly pension remittance
  • Partner with third-party payroll company for payroll hours entry
  • Annual Simple IRA pension plan summary compliance