Accounting

Accounting Support

Our monthly services start with the basics of an outsourced accounting department. Following a diagnostic review, we can recommend the best package for your accounting needs. Our monthly packages include, at a minimum:

  • Weekly categorization

  • Monthly reconciliations

  • Monthly reports

  • Quarterly meeting

Starting at: $550

training with T&O

Diagnostic Review

New clients who have been managing their own books in QuickBooks may require a diagnostic review before we start accounting services. To further understand whether you need a review, please schedule a consultation.

$275

Add-On Services

Payroll

Payroll services ensure you never forget a deadline and no longer have to calculate things like withholdings.

Sales Tax

Easily make sure you are sales tax compliant in all 50 states while letting us handling your filing.

Tax Planning / Projections

Capture additional deductions and quickly make decisions that optimize future tax savings.

Gusto Setup

Setting up a new payroll system can be a headache but it is not something you should have to handle. Let us handle it.

QuickBooks Setup

A one time add on that can help set you up for success. Let us get you started on the right foot in Quickbooks.

AP/AR Management

Never miss a bill or invoice. Outsource those reminder emails and neatly store all your invoices and receipts.

Clean-ups

Has it been a while since you (or anyone) has touched your books? Our clean-up services updates your books so you can start with fresh processes and reliable historical data.

Due to the nature of clean-ups we do not provide baseline pricing and each quote is customized. Schedule a consultation to begin the quoting process.

FAQS

  • We can provide training with Quickbooks and Freshbooks. For additional apps and application questions please reach out.

  • T&O Strategic Advisory works with many different industries and we have bookkeepers that specialize in different industries. To learn more about how we can support your needs in your industry please schedule a consultation.

  • With a consultation! Depending on the shape of your books and experience working with an accountant you may need a cleanup, diagnostic review, or you may be ready to go!

Why People Love Working With Us

  • The individual attention we received made us feel like more than just another client at a big accounting firm, we felt like our business mattered!

    Mike Carr, Anna Jean Salon & Boutique

  • Timely, easy to communicate with and very efficient. I have been blown away by their knowledge and fast communication

    The Reel Harbor Theater

  • They are one of the best choices we’ve made for our business. Not only are they professional and affordable, but they listen to our company’s needs and provide valuable insight.

    Heike Seitz, President of Seitz Construction Service

Ready to let us help with your books?