Our Services

Outsourced Accounting

Companies can save 25% using our outsourced accounting services versus hiring in-house! You get the added benefit of a hard close each month – reviewed by a team of CPAs, AAs, and professional bookkeepers. No more worries over vacation, sick leave, maternity leave, and unexplained absences. Get books that are correct, fast close, and accurate from a responsive team who make you feel like you’re just down the hallway.

Contract CFO

Take your company to the next level with our contract CFO Services! Raising money, bank loans, acquisition, strategic forecasting, a signature three-month cash flow forecast, long-term planning, succession planning – these are some of the things to explore with our contract CFO services. We have an incredible bench of talent that can scale up and be available when you need it most.

Software

We are experts at integrating multi-channel, horizontal, and vertical systems - whether it’s Salesforce, QuickBooks, Xero, Shopify, or Point-of-Sale! We know how to make these connections flow, as well as what works and doesn’t work. We can get you up and running quickly and train your staff with best practices on how to use these systems.

When you need a question answered during the year but don’t want to pay the per minute charge, our Tax Concierge Service is for you! We provide all tax filings with compliance, notice responses, tax planning, as well as no charge questions and meetings throughout the year.

When it’s time to file your taxes, SoCo is ready for you! Each client tax return includes a meeting with a tax professional and an in-depth review by one of our team members, consisting of CPAs, Enrolled Agents, and tax attorneys. Your return will be accurate, explained to you, and delivered on time.

Audits, offering, compromises, installment agreements. These words are a buzz on the Internet and radio. What do they mean? Can you qualify for any of these programs? Are you under audit and scared?

Hire SoCo, and we will step in to represent you! We will divide the line between the government and your organization. Our team provides representation services for individuals, families, and organizations. We know if you can qualify for an offer in compromise, an installment agreement, or if you don’t have to make payments at all.

Representation of audits are terrifying, but don’t hide. Take matters into your own hands, and we will stand beside you the whole way!