Outsourced Accounting Packages
The More Services You Select, The More Time You Have to Spend Growing Your Business
No matter your business size or industry, Holbrook & Manter can help when it comes to your accounting needs. Working with us is unlike working with any other outsourced accounting provider. Our services are customizable and scalable, designed to meet the needs of your business as it stands today and to help you reach your financial goals. While everything is tailored to you, the following showcases the bundled services that many of our clients take advantage of:
Essentials
start up or small business
- Monthly Bookkeeping
- Bank Reconciliation
- Report package printed from your accounting software monthly
Services are performed on a monthly basis. Reports are available to pull for tax purposes.
Plus
includes essentials services plus
- Bill Pay
- Accounts receivable assistance, including collections
- Prepared financial statements
- Sales tax preparation and filing
- Payroll processing
- Virtual meeting monthly
Services are performed routinely throughout the month and reports are available on a monthly basis.
Complete
includes plus services & complete advisory
- Analysis of financial statements including benchmarking, KPIs and other metrics
- Meeting to discuss financial statements
- Budget assistance
- Cash forecasting
- Expense management
- Additional virtual meetings as requested
Services are performed routinely throughout the month and reports are available on a monthly basis.
Ala Carte Services
includes:
- Ohio sales tax preparation and filing
- Ohio commercial activity tax preparation and filing
- Annual 1096/1099 preparation and filing
- Annual Ohio unclaimed funds filing
- Accounting software setup
- Accounting software training
- Accounting software conversion assistance
Advisory Services
includes:
- Budget assistance
- Benchmarking and KPI reporting
- Cash forecasting
- Weekly or monthly meetings
Get Started Today
Let’s talk about the services that will work for your business. Reach out today to begin the conversation.
The more we know about your business and your goals, the better we can help you select or create an outsourced accounting package. From there, you will have an entire accounting team behind you helping you grow your business.