It's Like Having Your Own Accounting Department

We work with very closely-held service-based businesses, in industries including professional services, franchises, retail, trades, and restaurant/bars. We work alongside them to efficiently manage their tax, accounting, payroll, and strategic planning needs. Our business clients utilize our robust included technology tools to manage their tax and accounting functions, which allows us to efficiently provide assistance and support to them.

We work with our business clients through one of our three packages: Business Core, Business Support, and Virtual Back Office. Our Business Core package fits the needs of S-corp situations that are in a steady state, where efficiently & effectively complying with your income tax & payroll obligations is the main goal, but they still desire having access to us for advice & guidance as part of the package. The Business Support package is tailored for the client that wants more robust tax planning & advisory services and needs traditional accounting services as well, but wants to perform the accounting work themselves with our periodic review – the cost of QBO & QBO Expert Live Assisted is included, as well as periodic accounting assistance from our team. The Virtual Back Office package is for the business owner who wants to fully outsource their accounting to us, and have our full involvement in all aspects of tax compliance, tax planning, accounting, and payroll.

Our Virtual Back Office (VBO) approach allows us to fully manage the critical but time-consuming aspects of the accounting, tax and payroll functions, allowing the business owner’s time to be used more effectively and giving the business owner more value for their fee dollars. VBO can go further than the core accounting and tax functions. With our constant year-round involvement, we have a firm foundation for efficiently providing higher-level business planning and strategic assistance, and for the business owner to outsource additional financially sensitive business processes to us, such as payroll administration, accounts payable, accounts receivable/invoicing. We are truly part of the team running your business.

We have three VBO packages, which are also described in more detail below: