Best for: Businesses seeking a fully integrated accounting solution that combines bookkeeping, reconciliation, payroll oversight, and tax compliance, all managed under one CPA-led framework.

Our Outsourced Accounting Complete package builds on the Standard Tier, providing end-to-end accounting and bookkeeping services designed to save time, ensure accuracy, and give you complete visibility into your company’s financial performance. With JCox CPAs & Advisors, you gain the reliability of a full accounting department, without the overhead.

Includes All Standard Tier services, plus:

TRANSACTION MANAGEMENT

1. Bill Processing & Payments – Enter, schedule, and track bills for timely payments to vendors.

2. Credit Card Expense Tracking – Record and categorize business credit card transactions with attached receipts.

3. Employee Expense Reports – Process employee reimbursements with approval workflows and audit-ready documentation.

4. Contractor Payments & 1099 Preparation – Track and issue 1099s and Form 1096 filings for eligible vendors.

5. Digital Bill Archive & Access – Provide secure online access to view paid bills, invoices, and receipts anytime.

6. General Ledger Maintenance – Continuous posting, classification, and reconciliation of transactions for accurate financial reporting.

ADVISORY SUPPORT:

1. Weekly and Monthly controller-level review meeting for financial performance and cash flow analysis

2. Weekly, Monthly, and Quarterly management reports with recommendations for profit improvement and tax efficiency

3. Assistance with budget vs. actual analysis and cost allocations

TAX COMPLIANCE & STRATEGY SERVICES

1. All Standard Tier services, plus:

2. FREE Annual Filings of Federal Form(s) 1040, Schedule C, K-1, 1065, 1120, and 1120-S