# Offsite Business Solutions > Official Offsite Business Solutions business agent. Offsite Business Solutions provides outsourced bookkeeping, payroll, tax preparation, licensing… ## Ask it a question Offsite Business Solutions answers for itself at https://api.hailera.com/mcp/offsitebusiness. A client that speaks MCP can connect to that address; the tool is ask_offsitebusiness and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Offsite Business Solutions Offsite Business Solutions – Overview and Contact What the firm does Offsite Business Solutions is an outsourced "offsite in-house" accounting firm based in Atlanta, Georgia. The firm focuses on supporting small businesses and non-profit organizations by handling their bookkeeping, accounting, payroll, tax preparation and planning, licensing, and related advisory needs so owners can focus on running their operations. Key ways Offsite Business Solutions helps clients: - Outsourced bookkeeping and accounting using up-to-date best practices and software - Payroll processing and related tax filings - Tax preparation and tax planning for individuals and business owners - Advisory services including new business formation support, internal controls, business valuation, and financial statement assessments (audits, reviews, compilations) - Non-profit accounting and compliance, including fund accounting and Form 990/990T preparation - Licensing services, especially business and liquor licenses in counties throughout Georgia The firm emphasizes keeping clients compliant with changing tax and regulatory requirements and making sure owners understand their financial position through timely reports and discussion. Contact details - Business name: Offsite Business Solutions - Address: 1874 Piedmont Road, Suite 470 Bldg D, Atlanta, GA 30324 - Phone: (404) 249-9979 - Email: melissa@offsitebusiness.com - Website: https://www.offsitebusiness.com/ Service area and clients - Based in Atlanta, Georgia. - Works extensively with small businesses, including restaurants and other local establishments. - Provides non-profit accounting services for non-profit organizations that need help with fund accounting and regulatory reporting. - Licensing services are available for businesses needing business licenses and liquor licenses in counties throughout Georgia. Consultations - Offsite Business Solutions offers a free initial consultation to discuss your situation, understand your objectives, and determine whether the firm is a good fit. Software and tools - Certified QuickBooks ProAdvisors. - Experience with other accounting platforms such as Peachtree/Sage. - Supports modern cloud accounting tools, including Xero and QuickBooks. Business hours - Business hours are not listed on the website. Customers should call or email to confirm current office hours and appointment availability. Source: http://offsitebusiness.com ## What Offsite Business Solutions does Offsite Business Solutions provides a range of advisory services aimed at helping owners structure, manage, and evaluate their businesses effectively. Advisory services overview Advisory services highlighted on the website include: - Licensing services (business and liquor licensing; see the separate Licensing Services document for details). - Small business accounting and advisory to improve financial structure and reporting. - Tax planning and preparation support. - Non‑profit organization advisory related to accounting systems and compliance. The firm helps new businesses get off the ground and provides objective assessments of existing ones. Advisory services often focus on improving efficiency, control, and financial insight, as well as protecting vital assets. New business formation For clients planning to start a new business, Offsite Business Solutions can: - Help develop or refine a business plan and associated pro forma financial statements (Balance Sheet, Income Statement, Cash Flow) and budgets. - Assist in selecting a business structure that suits the client's needs by weighing tax considerations, legal exposure, ease of operation, and portability. - Support the creation of partnership agreements to help avoid financial or emotional conflicts later on. - Prepare and file required state and local licenses and permits. - Apply for a Federal Employer Identification Number (EIN). - Identify start‑up capital needs and help explore available funding resources. - Examine borrowing power and coach clients on building a productive banking relationship. - Identify business insurance needs. - Recommend suitable accounting software and establish an appropriate chart of accounts. - Set up billing and collection procedures to maximize cash flow. - Establish cost monitoring and control procedures. - Provide payroll setup and payroll tax filing when employees are hired. Business valuation Offsite Business Solutions can perform business valuation services, including: - Assessing the strength and stability of the customer base and revenue stream. - Evaluating growth prospects based on market conditions and competitive positioning. - Reviewing the overall financial health of the business. - Comparing valuations to similar entities. Valuation work can support decisions such as buying or selling business interests, forming partnerships, seeking financing, handling marital separation, or settling estates. Professionals can serve as advisors during due diligence and provide expert testimony in legal proceedings when required. Internal controls The firm helps businesses design and implement internal control systems to protect assets and improve reliability of financial information. This can include: - Segregating duties across multiple individuals. - Establishing clear lines of authority and approval processes. - Assigning responsibility for periodic review and reconciliation to someone independent of transaction processing. - Scheduling physical counts of equipment, inventory, and other property. - Documenting policies and procedures for employees. - Training employees and setting appropriate supervision levels. - Reviewing operations to confirm that results align with goals and protocols. Audits, reviews, and compilations Offsite Business Solutions offers three levels of assessment for financial statements: - Audit – The highest level of assurance. Involves systematic examination of financial statements, internal controls, and selected transactions to express a professional opinion on the fairness of the information presented. - Review – A more limited investigation that provides moderate assurance that material modifications are not necessary. Focuses on high‑level analysis, comparisons, inquiry, and analytics rather than detailed testing of underlying data. - Compilation – Presentation of client‑supplied data in financial statement format, with no assurance provided because no testing or analytical procedures are performed. Commonly used for internal purposes. Clients can contact Offsite Business Solutions to discuss which level of engagement is appropriate for their needs. Offsite Business Solutions provides licensing services to help businesses obtain, maintain, and protect key operating licenses. Business and liquor licensing The firm assists clients with: - Obtaining new business licenses in applicable jurisdictions. - Obtaining and renewing liquor licenses, particularly for restaurants and other establishments that serve alcohol. - Setting up tax identification numbers (tax IDs) for local and federal agencies. The website notes that Offsite Business Solutions has over 15 years of experience working with license boards in various counties, and is familiar with the liquor license process. This experience can be especially helpful for businesses navigating complex licensing requirements or tight timelines. Licensing disputes and regulatory representation Offsite Business Solutions also provides support when licensing or regulatory issues arise, including: - Representing clients in certain disputes with business service and regulatory agencies. - Assisting with issues relating to zoning, liquor licensing, and state health inspections, among others. Clients should contact Offsite Business Solutions directly to discuss their specific licensing or regulatory situation and to confirm what forms of representation are available. Offsite Business Solutions offers payroll services for businesses and non-profit organizations that want to outsource payroll administration and related compliance. Why outsource payroll The website notes several reasons why organizations choose to outsource payroll: - Payroll involves significant government reporting and record‑keeping requirements, and errors can carry penalties. - Outsourcing can save money by having specialists handle payroll efficiently and accurately. - It helps avoid penalties tied to payroll tax calculation errors or missed filing deadlines. - The firm can handle employee questions and concerns and research any issues they uncover. - Clients receive comprehensive payroll reporting to help manage their business and meet special requirements. - Owners gain time to focus on running their business rather than processing payroll. Core payroll features (all service options) Across the different service options, Offsite Business Solutions can provide: - Vacation, sick, and personal day accruals and tracking - IRS and state tax reporting and Electronic Federal Tax Payment System (EFTPS) deposits - Monthly, quarterly, and annual payroll tax reports - New hire file creation and reporting - Preparation of W‑2, W‑3, and 1099 forms Payroll service options Offsite Business Solutions offers three main approaches to payroll processing: - Comprehensive Payroll Processing Service - The firm manages secure check processing and direct deposits. - Offsite Business Solutions handles the end‑to‑end payroll cycle. - After‑the‑Fact Payroll Service - The client processes payroll payments themselves. - Offsite Business Solutions posts payroll records and information into their data system and handles the remaining payroll functions (such as reporting and tax filings). - Online Payroll Processing - Offsite Business Solutions provides access to an online payroll system. - The client enters employee hours and earnings and prints payroll checks on their own printer. - Offsite Business Solutions processes direct deposits and attends to the related payroll tasks. Additional payroll-related services On an as‑needed basis, Offsite Business Solutions can assist with: - Worker's compensation audits - Unemployment claims - Social Security audits - Child support audits - Federal and state registration related to payroll For current pricing and to determine which option is the best fit, clients should contact Offsite Business Solutions directly. Source: http://offsitebusiness.com ## Where Offsite Business Solutions works Lists Atlanta and Mission as a location. Names Georgia as a service area. Areas beyond these are not published. ## Prices Bookkeeping services Offsite Business Solutions provides bookkeeping services for businesses of many sizes and types. The goal is to maintain accurate, insightful financial information so owners can manage daily operations, identify opportunities, and sustain profitability. Core bookkeeping offerings include: - Chart of accounts setup and maintenance to capture all financial transactions appropriately. - Ongoing bookkeeping to keep records current and ready for tax preparation. - Periodic internal audits to identify and correct issues such as double billings and unrecorded payments so that financial records are complete and accurate. - Support for tax filings by ensuring that records are organized for federal, state, and local returns. Bank reconciliation Offsite Business Solutions performs bank reconciliations to match accounting records to monthly bank statements. This helps: - Confirm that all deposits and withdrawals are recorded correctly. - Identify lost deposits, lost checks, unauthorized transactions, or inappropriate bank fees. - Detect potential fraudulent activity (for example, identity theft, forgery, or embezzlement) and support follow‑up. - Provide a clearer picture of available cash for planned expenses and investments. Financial statement preparation and analysis The firm can prepare a full financial reporting package, which may include: - Balance Sheet – snapshot of financial position at month, quarter, and/or year end. - Income Statement (Profit and Loss Statement) – summary of revenues, expenses, and net profit to show operating performance. - Comparison of actuals to budget – to highlight problem areas in revenue or spending. - Cash Flow Statement – shows how changes in balance sheet and income statement affect available cash. - Estimated tax liabilities – to help owners plan for upcoming tax obligations. Analysis of these statements supports both strategic decisions (such as expansion or acquisitions) and day‑to‑day management (such as receivables and payables). Brown Envelope Club Offsite Business Solutions offers a "Brown Envelope Club" program designed to make bookkeeping easier for busy owners: - Each month, the firm provides a brown envelope for the client. - The client places all bookkeeping-related paperwork into the envelope, such as receipts, check stubs, bank statements, bills, notices, invoices, deposit slips, and similar documents. - The client sends the filled envelope back to Offsite Business Solutions. - The firm then organizes and categorizes all items, records expenses and credits correctly, and prepares the information needed for timely tax preparation. This program is intended to make tax time much easier by keeping records organized throughout the year. Brown Envelope Club pricing (from the website) - The website states that the Brown Envelope program costs about $125 per month on average. - Actual pricing may depend on the volume and complexity of the work for a specific client. Clients should contact Offsite Business Solutions directly for a quote that reflects their particular situation. Individual consultation and support When clients use these bookkeeping services, they also have access to the team's expertise. Offsite Business Solutions is available to discuss reports, answer questions, and help owners understand and use their financial information. Source: http://offsitebusiness.com ## Non-profit organization accounting services Offsite Business Solutions works with non-profit organizations that need help managing the "business" side of their mission and meeting extensive reporting requirements. Non-profits often answer to governmental agencies, funders, partners, donors, board members, and other stakeholders. Offsite Business Solutions helps implement the accounting systems and processes required to satisfy these constituencies. Accounting systems and controls for non-profits The firm can assist non-profit organizations with: - Establishing appropriate asset classifications (for example, permanently restricted, temporarily restricted, and unrestricted funds). - Implementing tracking systems to receive and acknowledge donations. - Designing, installing, and maintaining a fund accounting system that tracks expenditures by program and/or funding source. - Developing bookkeeping processes and management controls for receipts, invoicing, and bill payment, and training accounting staff. - Administering payroll and handling related reporting and tax filings. Financial reporting and compliance Offsite Business Solutions helps non-profits prepare: - Monthly, quarterly, and annual financial statements tailored for boards of directors, program managers, and major funders. - Form 990 and 990T filings for the IRS. Support for new non-profit organizations For organizations that are just getting started, Offsite Business Solutions can help prepare applications for tax‑exempt status. Depending on the situation, this may involve assisting with items such as: - Articles of Incorporation containing an exempt purpose statement - Employer Identification Number (EIN) - Organizational by‑laws - Written reason for formation and organizational history - Mission statement - Descriptions of activities, operations, and programs - Board member names, addresses, and resumes - Recent board meeting minutes - Names and addresses of active members (for membership organizations) - Inventory of assets and liabilities - Rent or lease agreements and contracts - Revenue and expense statements - Sources of funds and descriptions of fundraising activities - IRS processing/filing fee information Non-profit clients should contact Offsite Business Solutions directly to discuss their situation, timeline, and the specific support they need. Source: http://offsitebusiness.com ## What Offsite Business Solutions has not published yet These are things people ask Offsite Business Solutions that its published information does not yet cover. - prices and fees - service availability and response times - guaranteed financial, legal, or tax outcomes - delivery or completion timelines - contract terms, warranties, or guarantees - regulatory approvals or licensing decisions Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from http://offsitebusiness.com