Small and middle market finance departments struggle with turnover challenges, recruiting trustworthy employees with the expertise needed, slow monthly closes, and inaccurate accounting. The owner’s attention ought to be focused on sales and operations, but the finance function can become a costly distraction. When you need help building a finance function that can understand, execute, and scale with your business, we have the experience and expertise to help.
You will have a dedicated team working with you, learning your business, and keeping up with transactions throughout the month. Even better, we will have a review meeting monthly to talk about the results and what is going on in your business. Our directors and partners will help to drive reporting and discussions to help you achieve your business goals. And, best of all, we handle turnover risk, so there is no need to worry about your accountant leaving suddenly.
We are leveraging the same processes we used as controllers at billion-dollar companies and scaling them for you. Our processes are proven, designed to grow and adapt with you, and the resulting financials are audit ready. It’s a team approach. We work not only with you but with your bankers, attorneys, tax preparers, and auditors.
We evaluate technology solutions based on business needs to select the technology stack that works for your company. We can automate accounts payable, reporting, and invoicing through the software, and for other routine tasks, we have in-house tools. This is all part of the monthly outsourced accounting service – we manage the selection, maintenance, and rollout of new software to support your accounting function.
- Accounts payable
- Fixed asset and lease tracking
- Controller and CFO services
- Month end close
- Process review and implementation
- Cash to accrual or cash to GAAP conversions
- Process implementation
- System support, optimization, and implementation
Our team of multidisciplinary professionals have been in your shoes as controllers, CFOs, and accounting managers for companies at all stages of the life cycle – from start up to family owned to publicly traded. We keep up with the trends in accounting, including accounting software and automation tools, best in class processes, technical accounting pronouncements, and financial and business risks. We will put this experience, expertise, and current knowledge to work for you.