Outsourced Accounting
Offering a robust line of products to meet your personal and business needs
Select a service
It’s like having your own accounting department
Managing your company’s finances doesn’t have to mean hiring a full-time, in-house accounting department. Wagner & Associates, CPA, LLC offers outsourced accounting solutions that give you access to experienced professionals at a fraction of the cost. Our flexible services are tailored to meet your unique business needs, whether you require basic bookkeeping, comprehensive financial oversight, or anything in between.
We become an extension of your team, handling accounts payable and receivable, bank reconciliations, month-end closings, financial reporting, and more. Outsourcing your accounting allows you to streamline operations, improve accuracy, and gain valuable financial insights without the overhead of hiring and training staff. We use secure cloud-based technology to ensure your data is accessible and protected, providing real-time financial information when you need it. By partnering with Wagner & Associates, you can focus on running and growing your business, confident that your finances are in expert hands.
Choose the solution that is right for your business:
Basic
Includes:
Account reconciliation
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks® Online (QBO)
- Reconcile credit card accounts
Advice
- Prepare monthly financial statements
- Tax planning
- General business consulting
Tax
- Tax preparation
Technology Included
- QuickBooks Online subscription included in your monthly fee (No separate QBO billing or setup—cloud-based access for you and your team)
Additional Features
- Dedicated account manager for personalized support
- Secure digital document storage, accessible any time
- Seamless onboarding and training for QuickBooks Online and our integrated services
- Phone and email support with prompt response times
Standard
Includes everything in Basic plus:
Payroll
- Prepare payroll using ADP platform (ADP fees covered)
- Submit payroll taxes to agencies
- Prepare payroll tax returns
- Provide employee access to electronic paystubs
- Provide employer access to electronic pay records
- Prepare W-2s
- Pension remittance
- Garnishment remittance
- New hire reporting to state and federal agencies
- Payroll and compliance onboarding for your team
*Price varies by number of employees and pay frequency
*Price varies by number of employees and pay frequency
Premium
Includes everything in Standard plus:
Bookkeeping
- Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Provide digital access to paid bills
- Track Accounts Receivable
Advisory
- Monthly or quarterly conference to review business needs
- Custom financial reporting tailored to your business or industry
- Cash flow management, monitoring, and reporting
- Monthly or quarterly budget reports
Additional Features
- Expanded document storage and digital access
- Options for further customized service packages to fit unique needs
- Preparation of 1099's for contractors
QuickBooks Online Included
95% of our clients use QuickBooks Online, and we include the QBO subscription fee in your monthly package—ensuring a seamless, cloud-based experience for your business with no hidden costs or extra software bills.
Other Considerations:
- All services are customizable to fit your unique business needs.
- Onboarding and ongoing training included for all package levels.
Ready to streamline your accounting with QuickBooks Online and expert support?
Contact us today to discuss your best-fit package or request a custom solution.