Accounting Services

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.

Our team

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.

The process

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.

Technology

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.