Outsourced Accounting
Fixed fee. Secure, digital workflow. Real-time data, 24/7. It’s a BASE hit for your business.
BASE is Business Accounting Solutions and Expertise—an end-to-end outsourced accounting service that lets you focus on what you do best—running and growing your business. BASE is like having your own accounting department and trusted advisor on staff.
Our team handles all your day-to-day accounting tasks in a highly efficient, digital workflow. We collaborate with you online through our advanced, secure web platform that gives you the freedom of on-demand, real-time views of your data and financial snapshot. Best of all, BASE services are bundled to suit your needs with an affordable, fixed monthly fee—no unpleasant billing surprises, ever.
Click on the service categories on the left to learn more.
Bookkeeping 
Payroll 
Tax Bookkeeping
You run your business…we’ll run the numbers
Running your business is a full-time job without the added layer of accounting and financial management chores. Let our expert team handle all your complex daily bookkeeping work, from transaction classification, expense tracking and payroll to bill payment, invoicing, tax planning and preparation. We’ll make sure you always have a clear picture of your financial position.
- Trust—Rest easy knowing that your accounting work is handled with precision.
- Time—Reclaim hours spent on bookkeeping chores and invest them in advancing your business.
- Transparency—Get comprehensive services with the predictability of a fixed monthly fee. No billing surprises caused by creeping hourly charges.
Payroll
We take the pain out of payroll
Let our team handle your time-consuming and complex payroll chores including scheduled processing, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.
- Precision—Trust that your payroll is processed and payroll taxes are filed accurately and on time.
- Time—You’ll save countless hours—and a lot of stress—when you let us handle your time-consuming payroll work.
- Convenience—Our team and our secure online platform make payroll processing easy and efficient for you.
Tax
Tailored tax solutions
Taxes are nobody’s favorite thing, but our team is passionate about getting yours right and reducing your financial and stress burdens. No two clients and no two tax returns are alike, and we’re committed to giving you a solution that’s right for you, delivered with electronic ease.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient—From gathering and organizing your tax documents to filing your returns, you’ll benefit from secure online convenience and a low-friction, modern experience.
- Year-round support—Good tax returns start with good planning. Our team is here to assist you throughout the year in planning for an optimal tax result.
Find the BASE plan that’s right for your business:
Whether you’re running a startup or growing a mature enterprise, there’s a BASE plan to fit your business needs. Compare the bundled services in each plan, and let’s talk further about which is the right solution for you.
Choose the solution that is right for your business:
Foundation
- ACCOUNTING
- ✓ Bank and Credit Card Reconciliations
- ✓ Review and reconciliation of electronic transactions to QuickBooks Online
- TAX
- ✓ Annual Corporate or Partnership income tax return (1065, 1120, 1120S)
- ✓ Sales and Excise Tax Return
- FINANCIAL REPORTING
- ✓ Year-end Financial Statements
- ADVISORY
- ✓ Annual tax planning
- ✓ Annual Tax Projection
- MONTHLY CLOSE
- ✓ 28th of the following month
- ✓ Annual planning meeting with tax return signing
- ✓ June Financial Statements
Stewardship
- EVERYTHING IN BASE FOUNDATION +
- TAX
- ✓ Audit Protection plan on business income tax return
- ✓ $600 credit toward personal income tax return filing (Form 1040) for the business owner(s)
- PAYROLL
- ✓ Access to ADP Run Platform including training
- ✓ Monthly or Biweekly Processing of shareholder payroll
- ✓ Payroll Tax Deposits impounded with each payroll (IRS and State)
- ✓ Shareholder pay by direct deposit
- ✓ FINANCIAL REPORTING
- ✓ Quarterly Financial Statements
- ✓ Quarterly video report from CPA
- ADVISORY
- ✓ 2 meetings virtual or in person with CPA and Client Manager
- ✓ Tax season signing meeting with preliminary projection
- ✓ Scheduled meeting in August or September to review YTD financial and tax position/projection and custom calculation of 3rd and 4th quarter tax estimates.
- MONTHLY CLOSE
- ✓ 21st of the following month
Capstone
- EVERYTHING IN BASE STEWARDSHIP +
- TAX
- ✓ Business owners personal tax returns
- FINANCIAL REPORTING
- ✓ Monthly Financial Statements
- ADVISORY
- ✓ Quarterly meetings virtual or in person with CPA and Client Manager
- ✓ Tax season signing meeting with preliminary projection and custom calculation of April estimated tax payment
- ✓ Scheduled meetings in June, September and November to review YTD financial position and tax projection
- ✓ Custom calculation of 2nd, 3rd and 4th quarter tax estimates
- ✓ Business coaching as needed
- ✓ Internal business valuation annually with November meeting
- MONTHLY CLOSE
- ✓ 15th of the following month
