Accounting Services
Monthly or quarterly full-service accounting for small businesses and nonprofits. Your books stay accurate, organized and tax-ready, so you always know where you stand.
Best for: Service providers & service businesses · Entrepreneurs & solopreneurs · Nonprofit organizations · Businesses and nonprofits who have outgrown or don't want to do their own accounting
What's included
You're not locked into proprietary accounting software - industry-standard Quickbooks Online is yours to keep.
Your licensed accountant will be a Quickbooks ProAdvisor - an expert in everything Quickbooks!
Accounting transactions and reconciliations of your accounts are completed on a quarterly or monthly basis.
Comprehensive and interactive financial reporting on a quarterly or monthly basis.
Your financial reports are guaranteed to be available by the same date - every month or quarter.*
Interactive financial dashboards, complete with any Key Performance Indicators (KPIs) that your business uses.
Your accountant is always available to you via chat in our secure portal.
See everything included (4 more)
An easy onboarding process, then Portside reviews the accounting you've already completed so far this year.
Portside will assist with issuing 1099-NEC and 1099-MISC forms and gathering W-9 vendor forms.
Your books will be closed well in advance of tax filings for your business. (Portside handles tax filings too!)
If you don't have a business bank account set up yet, Portside can get you started with one!
How it works
A short online intake form about your organization's accounting needs.
No-obligation interactive proposal customized to your accounting needs.
Let Portside begin removing accounting from your plate!
Your organization gets detailed, interactive financial reports from Portside.
Portside ensures your books are finalized, closed, cleaned up, and ready for tax reporting.
Common questions about this service
Are merchant services available to nonprofits as well as businesses?
Yes! Nonprofits are eligible, including those accepting cards or ACH for donations. Approval is subject to Helcim's underwriting.
Does bundling merchant services reduce accounting fees?
No. Bundling does not lower your accounting fees. The benefit is that your payment processing is easier to reconcile when Portside handles your accounting.
What size organization are Portside's accounting services designed for?
It is designed for businesses and nonprofits with less than $10M in annual revenue. Please note that Portside only works with service businesses.
Is accounting sold standalone or only bundled with tax prep?
You can start with accounting on its own through Portside's accounting intake form. Many clients also pair it with business tax filings, nonprofit tax filings, and/or full-service payroll for full back-office support.
How often will my books be reconciled and reported?
It depends on the package you select. Lower-priced packages have a lighter cadence, and higher-priced packages have a more frequent one.
Ready to learn more & get started?
Share a few details and Portside will take it from there.
Tell Portside more about your accounting needsOften paired with
More about this service
What is included
Ongoing QuickBooks-based accounting, delivered by a QuickBooks ProAdvisor. How often your books are reconciled and reported depends on the package you choose: lower-priced packages have a lighter cadence, and higher-priced packages have a more frequent one.
Who this is not for
This service is designed for businesses and nonprofits with less than $10M in annual revenue. Portside does not work with businesses or organizations exceeding $10M in annual revenue or businesses whose main purpose is to sell products.
Related Portside guides
- Why Reliable Accounting Matters
- Why QuickBooks Online Is Right for Your Business
- Why Your LLC Needs a Separate Business Bank Account
- How to Streamline Your Small Business Finances
Service resources
*While Portside makes every effort to deliver your financial reports on the same date each month or quarter, we cannot be responsible for delays caused by factors outside our control. This includes bank statements that your bank does not issue on time, as well as information we are waiting on you to provide.