OUTSOURCED ACCOUNTING services
We'll take the worry off your shoulders.
OUTSOURCED ACCOUNTING SERVICES
We are here to walk with you.Your accounting infrastructure is the backbone of all your enhanced financial operations. Effective analysis, planning, forecasting, and business development is predicated on sound books and accounting processes.
However, many small business owners find themselves wearing the “accounting hat” to conserve costs, and as much as they’d like to step away from that role, they can’t justify hiring a dedicated internal staff member to handle the bookkeeping and accounting responsibilities.
On the other hand, many mid-size businesses have someone on staff handling the day-to-day bookkeeping, but there’s not a senior-level accounting person on staff to review their work or answer questions.
This is where Outsourcing Accounting services become a great fit – clients get the benefit of our experienced accounting staff handling their accounting needs without having to hire staff internally.
Our accounting services are top notch – we pride ourselves in delivering clean, well-kept books that produce easy to understand financials that effectively tell the business’ story. We work with our clients’ tax CPAs to ensure the books are prepared according to tax needs and to minimize adjustments your CPA must make at tax-time, saving our clients money on their tax preparation.
We have experience ranging from small, single entity companies involved in a singular business to multi-layered organizations with over twenty separate entities and multiple business channels.
We have a specialty in investment real estate, having had many clients in multiple facets of the industry for the last 10 years, including commercial and residential real estate, wholesaling, brokerage, property management, construction, hard money lending and seller financed mortgages.
Outsourced Controllership
Outsourced Controllership Services are designed for clients who already have in-house accounting staff but need oversight or training for the internal staff. Our Outsourced Controllership Services deploys our high level of accounting expertise to your company, giving oversight to your accounting department and books at whatever level is needed.
We can provide:
- Monthly review of books & financial statements
- Publish monthly financial statements
- Oversight or completion of month-end close (including bank & credit card reconciliations)
- Posting of more complicated entries, such as payroll
Development & Training of Accounting Staff
Your accounting staff is a vitally important part of your business, and we can help train, develop, and oversee them to keep your business on track. Many businesses have in-house accounting staff handling the day-to-day, but they don’t have a senior-level person for their staff to ask questions. We can be that resource, providing training and guidance to elevate their performance – and thus, your company’s performance too.
We are also able to help you in the hiring process if you’re looking for an in-house hire and can assist with writing job descriptions, reviewing resumes, interviewing candidates and helping you decide on the best fit for your company.
Outsourced Bookkeeping
Bookkeeping is the backbone of your company’s financials, and we’re here to make it easy for you while providing the foundation for better analysis and understanding of your business.
Our regular ongoing bookkeeping services include:
- Recording Bank & Credit Card Transactions
- Bank & Credit Card Reconciliations
- Balance Sheet Reconciliations
- Chart of Account design and adjustments
- Reviewing and finalizing monthly Financial Statements and sending Financial Statement Package to owner.
- Year-end preparations for the tax CPA, including preparing document packages, communication with CPA, and posting of any adjusting entries
- A/P & A/R services are offered on a case-by-case basis.
Catchup/Cleanup Bookkeeping
It happens to the best of us – your books fall by the wayside when more important matters demand your attention, and suddenly the books are 6 months behind. Or perhaps you discover that the books aren’t being kept as they should be, and they need some cleanup.
That’s where we come in. It’s one of our favorite projects, so it’s become a specialty. We love transforming books that need some catchup or cleanup into books so beautiful and clean you could invite them to Sunday dinner.
Trust us – there’s nothing we haven’t seen, and nothing we won’t tackle. We can unwind the trickiest of messes and give you the peace of mind that all is in order.
