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This time…it’s personal!

Advisors who care about both you and your business.

Outsourced Accounting Is Better for Business

Our virtual accounting solution was designed with business owners in mind—offering an easy way to outsource your complex and time-consuming accounting work. By allowing our firm to handle your accounting, you can put your focus back on your business. We offer our outsourced accounting solution at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.

 
General Ledger      
Reconcile bank accounts
Reconcile electronic transactions into QuickBooks
Reconcile credit card accounts
Prepare and file NM CRS-1
Payroll      
Prepare payroll
Submit payroll taxes to agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Provide employer access to electronic pay records
Prepare W-2s
Pension Remittance
Accounts Payable      
Process bills and vendor payments
Track credit card expenses and receipts
Process employee expense reports
Prepare 1099s for contractors
Provide digital access to paid bills
Tax      
Tax preparation
Coaching      
Prepare financial statements Annual Monthly
Review pension compliance
Review other employee deductions for compliance
Tax planning
General business consulting
Conference to review key performance measures

cpaSAFE™ — Enjoy convenience, accuracy & peace of mind

Now you have the convenience of accessing any of your accounting or tax records with secure online access. We provide patented and proven industry software to assure maximum security. Learn more about cpaSAFE™.

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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