Outsourced Accounting

Moving Beyond Bookkeeping to Strategic Financial Oversight

As companies scale, their internal accounting needs often outpace their existing resources. For PE-backed portfolios, family offices, and high-growth owner-operators, “basic” financial reporting is no longer sufficient. You need timely, accurate, and GAAP-compliant data to satisfy lenders, inform stakeholders, and drive strategic decision-making.

We provide the financial engine your business deserves. You shouldn’t have to worry about the reliability of your monthly close or the accuracy of your financial statements. At Calvetti Ferguson, we act as your permanent, professionalized back office. Through annual recurring partnerships, we provide the technical depth and senior-level oversight needed to transform your accounting function from a cost center into a strategic asset.

A Permanent Extension of Your Leadership Team

Our outsourced accounting model is built for companies that require a consistent, high-standard financial foundation. We handle the technical execution so you can focus on growth and strategy.

Professionalized Monthly Close & Reporting

We establish a rigorous, repeatable process to ensure your financial data is always “deal-ready” and accurate.

• • • Full-Cycle Monthly Close: Managing the transition from transaction entry to final financial statement production with speed and precision.

    • GAAP-Compliant Reporting: Ensuring your balance sheets, income statements, and cash flow reports meet the standards required by institutional investors and banks.

    • Audit & Tax Readiness: Maintaining a clean general ledger throughout the year, significantly reducing the friction and cost of year-end audits and tax filings.

Institutional Oversight & Control

We bring the rigor of a large-firm accounting department to your mid-market enterprise.

• • • Internal Control Implementation: Designing and monitoring the segregation of duties and approval workflows needed to mitigate the risk of fraud or error.

    • Cash Flow & Working Capital Management: Providing the visibility needed to manage liquidity and optimize your capital structure.

    • Multi-Entity & Portfolio Consolidation: Streamlining the reporting process for complex organizations with multiple locations, subsidiaries, or investment holdings.

Tailored for Sophisticated Ownership Structures

We understand the unique reporting demands of different ownership models and tailor our rigor to meet those specific expectations.

• For PE-Backed Portfolio Companies: We provide the standardized, high-cadence reporting required by Private Equity firms, ensuring total transparency and EBITDA clarity.

• For Owner-Operator Companies: We help you transition from “founder-led” accounting to a professionalized system that protects your legacy and prepares you for future scale.

• For Family Office Portfolios: We provide a discrete and integrated solution to manage the accounting needs of diverse private investments and family-held entities.

Part of a Comprehensive Financial Platform

Outsourced accounting is the foundation of our advisory services. Depending on your current stage of growth, we also offer:

• Accounting Services Readiness – Preparing your team and systems for a near-term transaction or M&A activity.

• Outsourced Accounting for Startups – Focused, agile support for early-stage companies navigating rapid expansion.

Ready to Institutionalize Your Financial Operations?

Don’t let fragmented data or slow month-end closes hinder your growth. Let’s build the transparent, high-integrity financial engine your vision deserves—partner with a firm that understands the intersection of day-to-day accounting and long-term enterprise value.