Virtual Accounting

Most business owners agree on the need for timely and accurate financial information, as well the desire to safeguard their financial assets. Yet not all accounting departments are created equal which can make those needs challenging for some businesses. That’s where we come in, with a full team of CPAs, QuickBooks Pro Advisors, and cross-trained accounting experts, to be a part of your team.

Whether you need a bookkeeper, a controller, a CFO, or somewhere in between, our virtual accounting services are customized to fit your business’ needs. We will help you streamline your processes – we are accountants after all – and we make sure you have current and correct financial information. We will collaborate with you about your strategic goals so you can use that information to help make decisions to achieve those goals.

We also know it can be hard on your business when you experience turnover within your internal accounting team, including the time and resources it takes to continuously recruit new people. We can provide you with peace of mind, as our team is part of our overall firm, giving us additional technical resources and expertise to support you and your business.

One team of accounting experts filling one position in your business sounds like financial sense to us.

Members of the Virtual Accounting team, led by Partner-in-Charge Haley Lyons (third from left).

Let’s talk about your business!


Other Services

Learn more about our other services for your business.

Tax Consulting and Compliance
Retirement Plan Services
Business Consulting
Estate and Trust Planning

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Information and Resources

10 Benefits of Outsourcing Your Finance Department to a Virtual Accounting Team

by Nicholas Vitale |
Outsourcing your accounting department, including transactional accountants, a controller, or a fractional CFO, to a CPA firm's "Virtual Accounting" practice has become more prevalent in recent years for small and medium-sized organizations seeking financial expertise without the high cost of a full-time employee.

1099 & Year-End Reporting/Compliance Requirements for 2023 and What’s Changing in 2024

by Kernutt Stokes |
What you should know about 1099 changes for 2023, as well as year-end reporting and compliance requirements if you have employees.

4 Top Risks Related to a Remote Workforce

by Trever E. Campbell |
Having a remote workforce can lead to complex compliance issues, especially when employees are working in a variety of different states or countries. Tax regulations, labor laws, and employment contracts may vary significantly.

Virtual Accounting

by Haley Lyons |
Partner Haley Lyons talks about virtual accounting and why it may be a good option for your business or organization. Learn more about our Virtual Accounting services.