What "virtual accounting" means with us
Virtual accounting simply means your accounting team works remotely instead of down the hall. You still get real people, regular check-ins and someone who knows your numbers. What changes is that you are no longer limited to whoever happens to have an office near you, and you are not paying for a full-time in-house hire before your business needs one.
What we can take off your plate
- Bookkeeping: monthly categorizing, bank and credit card reconciliations and clean financial statements.
- Payroll: paychecks, payroll tax deposits and quarterly and year-end filings.
- Tax preparation and planning: business and individual returns, plus planning throughout the year.
- Accounts receivable and payable: invoicing, collections follow-up and paying vendors on schedule.
- Outsourced CFO: budgets, forecasts, cash flow planning and a sounding board for big decisions.
- Accounting management: we run the day-to-day function, from month-end close to reporting.
Why business owners outsource their accounting
Cost that matches your size
A full-time bookkeeper, controller and CFO add up quickly once you count salary, benefits, software and training. Outsourcing lets you pay for the level of help you need right now and scale up as you grow.
Continuity
When an in-house bookkeeper leaves, the knowledge often leaves too. With a firm, your processes are documented and more than one person understands your books.
Better timing
Books that are closed every month mean you see problems while they are still small, and tax planning can happen before year-end instead of after.
Your time back
Every hour you spend chasing receipts is an hour you are not spending with customers or on the parts of the business only you can do.
How we keep it secure
We use secure client portals and encrypted file sharing for documents, and we ask that you never send Social Security numbers or tax documents through regular email or our website form. Access to your accounting software is set up with your permission, and you stay the owner of your data.
How it works
- Free consultation. We learn how your business runs and where it hurts.
- A clear plan. We recommend only the services you need.
- Onboarding. We get access set up, clean up anything that needs it and set a monthly rhythm.
- Ongoing support. Your client success manager is your steady point of contact.
Common questions
Do I need to be in Oregon to work with you?
No. We are based in Bend, Oregon and work with clients across the United States and Canada.
What accounting software do you work with?
Tell us what you use during your consultation. If you do not have a system yet, we will recommend one that fits your business.
Will I still talk to a real person?
Yes. You get a named client success manager and regular check-ins by phone or video.