Who We Help

We do not help with tax-only work because we find that business owners reap the biggest benefit from a comprehensive bookkeeping and tax experience.

We also require that payroll services are done with our practice, so if you're wanting bookkeeping services, you will also need to be willing to move your payroll over to us. There are two primary benefits to this: You have one team helping you with all financial parts of the business, AND it enables our team to deliver financials on time. 

We do occasionally help owners with bookkeeping only and not their federal and state income tax returns, but that's not the norm. If you have questions about how this could work with your business, schedule a call to discuss your needs.

To say exactly when to outsource your bookkeeping and tax is different for every owner. Accurate bookkeeping and tax planning are vital to your business growth and they help you maintain proper compliance. As a business owner, you have a lot on your plate and managing your finances can feel like a daunting task when your business is in growth mode.
Outsourcing your bookkeeping can effectively free up your time or another vital staff members time while ensuring your finances are managed accurately and efficiently. In addition to that, an outsourced solution can often provide the safety of redundancy for you and your team. You'll never have a lapse in your bookkeeping because you won't have to hire someone for this position again.

As a general rule, most small businesses should spend between 1 to 3% of their top line revenue on their accounting expense. We find that owners doing half a million dollars or more in annual revenue reap the greatest benefits from outsourcing their accounting because it's a fraction of the cost of a part time hire for them.