Our Outsourced Accounting is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, prepare tax returns, and 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 daily information required by the Outsourced Accounting solution and teach them how to access the system from our website.
|Services||BUSINESS BASIC*||BUSINESS PROFESSIONAL*||BUSINESS EXECUTIVE*|
|Starting at $250 per month plus setup fee||Starting at $500 per month plus setup fee||Starting at $900 per month plus setup fee|
|QuickBooks Online Subscription||✓||✓||✓|
|Month-end bank and credit card account reconciliation||✓||✓||✓|
|Month-end balance sheet account reconciliation||✓||✓||✓|
|Monthly financial statements||✓||✓||✓|
|Monthly or quarterly state and local excise tax returns||✓||✓||✓|
|Secure online portal for document delivery||✓||✓||✓|
|REAL TIME ACCOUNTING – daily transaction processing||—||✓||✓|
|Accounts payable management||—||✓||✓|
|Receipt tracking and management||—||✓||✓|
|Online expense reports||—||✓||✓|
|Annual personal property report**||—||✓||✓|
|Annual processing of Forms 1099**||—||✓||✓|
|Unlimited telephone and email support||—||✓||✓|
|Semi-annual 60-minute meeting, in person or via video conference||—||✓||—|
|Financial analysis and key performance indicators||—||—||✓|
|Financial projections and/or budgets||—||—||✓|
|Quarterly 60-minute meeting, in person or via video conference||—||—||✓|
|Quarterly projection of federal income tax liability||—||—||✓|
|Annual tax planning meeting||—||—||✓|
*Payroll services are priced separately
** Avaliable to Business Basic customers for an additional fee
Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Sound Tax & Accounting Inc., we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...
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.