Outsourced Accounting

A cost-effective way to access an expert accounting team.

We handle the financials so you can handle everything else

Two smiling accountants behind a laptop discussing outsourced accounting, recruiting, and fractional controller services.

Trust our expert team to manage the routine accounting tasks that bog you down so you can stay focused on moving your business forward.

Case Study: Outsourced Accounting

Herman Realty

Herman Realty is a small but highly complex real estate firm that required the help of an organized and efficient accounting team.

How we work together

As your outsourced finance team, we work with you every step of the way.

Discovery

This is where you learn about us, and we learn about your needs. If it looks like we might be a good fit, we’ll ask you to provide us with your financials so that we can prepare a proposal for you to consider.

Engagement

We’ll deliver a proposal and answer any questions you have to make sure you’re comfortable and confident with us as your outsourced financial operations team.

Kickoff

This is when you meet your new financial team, learn their roles, and discuss how you’ll work together. They’ll also request access to your financial systems and other tools they may need.

Validation

Your financial team gets to work on analyzing your balance sheet, making any necessary adjustments to make sure your financials are as accurate as possible.

Clarity

Clarity is the state at which your books are completely validated, reconciled, and represent the source of truth for your business. We usually achieve clarity within 120 days and it’s after this point that we offer our performance guarantee.

Optimization

Once clarity is reached, we reassess the level of effort needed to provide ongoing support for your business. We’ll also begin optimizing your systems and processes, giving you the flexibility you need to scale your business.

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See how we work with nonprofits

Our Outsourced Accounting services help nonprofit leaders stay focused on growing their impact.

A group of young accountants meet around a laptop to discuss outsourced accounting services for entrepreneurs and nonprofit organizations.

You’re one click away from financial clarity

Schedule a free consultation and learn how to tackle all your accounting to-dos in one place.