(855) 893-7526 | info@truewealthdesign.com

Outsourced Accounting

Simplify your life and improve your business.

You didn’t get into business to learn accounting and deal with tax compliance. In your small business, handling these back-office functions internally doesn’t make sense when you can cost-effectively outsource to an expert.

If you outsource, why have a separate bookkeeper, payroll company, and CPA. Each of these functions impact the other. You are often stuck in the middle of communication overhead and finger-pointing – never fully realizing the benefits of outsourcing.

Let True Wealth focus on expert, cost-effective integration of your bookkeeping, payroll and taxes for your service-based business. We will improve your processes and simplify your life.

You are freed-up to focus on your life and business. Together we gain deeper insights into your business to Plan Smarter and Live Better™.

 
Monthly Pricing* (starting at) $99 $199 $299
Bookkeeping      
Classification of transactions
Reconcile accounts & credit cards
Journal Entries (as needed)
Payables      
Digital storage of bills & receipts
Prepare 1099s for Vendors
Payroll      
Prepare payroll
Process payroll tax payments
Prepare payroll tax returns
Prepare W-2s
Electronic Paystubs & W-2s
Tax      
Prepare income tax returns
Prepare OH CAT return
Prepare sales tax return
Advisory      
Monthly financial reports
Yearly tax planning
General business consulting **
Quarterly meetings **

* Pricing based upon complexity, including number of transactions, accounts, employees, locations, etc.

** Quarterly meetings to discuss business analytics, KPIs, and general business consulting -- including items such as budgeting, cash flow forecasting, cost analysis, health & retirement plan selection, pricing strategy and other items.


We can help simplify your financial life,
make smarter financial decisions, and
attain more freedom and peace of mind.

 

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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 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Healthcare Professionals

Our firm is committed to helping you achieve financial success within your healthcare practice. Our skilled professionals have years of experience in providing...

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Real Estate

We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with...

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Veterinarians

Our firm specializes in accounting services for the practice of veterinary medicine. We offer extended value to your practice because we truly understand the challenges you face. You operate a medical office, hospital and pharmacy—which translates to complex inventory and ordering activity. Because of our vast experience serving...

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