Outsourced Accounting

Offering a robust line of productsto meet your personal and business needs

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Outsourced Accounting Basic



  • Tax Preparation


  • General business consulting


  • Access to QuickBooks Online via PortnoyCPA.com
  • Access to document retrieval software
Outsourced Accounting Standard

Includes Basic plus:


  • Reconcile bank and credit card accounts


  • Prepare payroll
  • Submit payroll taxes to governmental agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Prepare annual W-2s


  • Tax projection and planning
  • Semi-annual video conference
Outsourced Accounting Complete

Includes Standard plus:

Accounts Payable

  • Process bills and payments
  • Track credit card expenses and receipts