Our Services.

We offer custom outsourced solutions for your business, so you can get the most out of your outsourced accounting investment. Find out which services will best support your business needs.

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Accounting & Bookkeeping

General bookkeeping and accounting services include:  

  • Weekly reviews of detailed coding
  • Month-end close preparations
  • Reconciliation of balance sheet accounts
  • Bank reconciliation reviews

Advanced services include:

  • Invoicing
  • Receivable Assistance
  • Bill-Pay Integrations
  • Sales and Use Tax Filing

At Accountison, we use cloud-based software and integrations to automate our client’s bookkeeping to create a stream-lined, accurate financial model. We automatically import transactions directly from your bank and code the details. Our month-end closing package is sent to you each month with customized reports and financial statements.

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Tax Planning & Filing

During your initial client analysis, we will determine the best course of action to increase your tax savings. Most businesses that are able to save on taxes do so with a proactive planning approach. When you’re too busy to adequately plan your business expenses, deductions, and keep appropriate documentation, you end up overpaying in taxes.

You work hard to make your business successful, which is why you deserve to keep more of that money in your pocket. Never overpay in taxes again, avoid tax return mistakes and IRS audits, and ensure you are taking advantage of all the tax breaks with our custom tax plan.

Unlike other outsourced accounting companies and CPA firms, we do not charge an additional bill at tax time. Since we manage your company financials throughout the year, our tax filing and preparation is included in your monthly retainer. No unexpected tax bills from the IRS or from a tax preparer.

Tax planning can be complex and difficult to navigate, but don’t worry. We will walk you through each step of the way and make your tax season a breeze.

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Human Resource Management

Everyone knows it can be daunting to keep up with all of the paperwork that comes with hiring and retaining employees, but we make having employees easy! We allow a completely custom plan for your HR needs. Outsource all, or only some, human resource solutions.

We specialize in:

  • Employee Payroll & Tax Filing
  • Benefits Administration
  • Employee Onboarding & Termination
  • HR Compliance
  • Contractor Management

As your business grows, so does your needs. If you need help managing the paperwork and compliance that comes with hiring employees, look no further. Bundle your accounting services and HR management to increase your human resources capacity without incurring the cost of hiring full-time employees.

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CFO Advisory Services

We help you take complete control of your business operations. We track profit and cash flow, analyze your financial strength and weaknesses, and develop custom budgets and forecasts to ensure maximum profitability.  

  • Is your business in line with its competitors?
  • Are you charging the right price for your services or products?
  • Do you have a short-term and long-term plan in place to maximize business growth and profitability?

Imagine if you had a go-to finance expert to help solve your company’s most challenging financial problems. With Accountison’s CFO Advisory Services, you can take your business to the next level without the hefty CFO price tag.

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Frequently Asked Questions

What industries does Accountison work with?

Our most common clients work in the area of:  

  • E-Commerce
  • Technology and SaaS Companies
  • Professional Services Businesses

If you’d like to see if we would be a good fit, please book a discovery call here!

How much do your services cost?

We don’t believe there is a one-size-fits-all pricing model. Your business is unique, which is why we customize our pricing to the needs of your business. Most of our clients hire us to manage more than just bookkeeping (tax planning, software integrations, payroll, just to name a few!). During our proposal process, we will provide you with multiple options for you to choose from so you can customize your service packages to reflect the individual needs and costs of your business.

Do I have to pay for a tax filing fee on top of my monthly retainer?

No! At Accountison, we understand how important it is to be able to budget your expenses. That’s why, if you choose to include tax filing in your service package, we include your tax filing preparation fee in your monthly retainer.

How long does it take to onboard?

Once we have a signed contract, it can take up to 30 days to onboard your business. After 90 days, we are synced to a routine and will have all of the transitional kinks smoothed out.

How often do you respond to emails?

Our communications with you are customized to your needs and are addressed in the proposal process. We have a desk ticketing system to ensure all emails are answered within our contracted timeframe. The best part about our system is that you only need to remember our one email: support@accountison.com.

Who will be my point of contact?

Your point of contact will be assigned to you during the onboarding process.

Why should I outsource?

Outsourcing your accounting is more cost-effective than hiring an internal employee. In addition, you can bundle all of your financial services such as payroll, sales and use tax, tax planning, etc into one service package to keep everything in one centralized location. Our blog post goes into further detail on why a business should outsource their accounting.

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