OUTSOURCED ACCOUNTING

Bookkeeping to Controller-Level Support for Growing Small Businesses

Clean books, tighter close, and CPA-level oversight that scales as you grow. Payroll coordination, AR/AP workflow support, and automation included where it matters.

Tier 1: Bookkeeping & compliance Tier 2: Controller oversight Fixed-fee, scoped up front
Schedule an Accounting Call How it Works See Platform & Services Hub

If you’re in growth mode, we’ll meet you where you are and build the finance function over time.

Now accepting new tax and accounting clients 866-411-7297

Fully virtual CPA firm. Secure portal. Zoom meetings as needed.

Fit check

Is this your business?

You’re a fit if some of these sound familiar:

  • Your books are “fine” but not reliable enough for decisions or lenders.
  • Close is inconsistent, slow, or always full of surprises.
  • You want a steady monthly rhythm: reconcile, close, report, improve.
  • You need payroll + AR/AP support but don’t want to hire a full finance team.
  • You’re growing, and finance needs to grow with you without chaos.

We can start with Tier 2 bookkeeping & compliance and add controller-level oversight as complexity increases.

Outcomes

What you get with Outsourced Accounting

Books you can trust

Reconciled accounts, consistent coding rules, and clean monthly financials that hold up under scrutiny.

A real month-end close

Close leadership, review, and exception handling so reporting becomes repeatable, not heroic.

Operational support that reduces friction

Payroll coordination, AR/AP workflow support, and process improvements that save time and reduce errors.

Predictable, scoped monthly fees

Fixed monthly pricing based on volume, complexity, entities, and workflow. No mystery invoices.

Scope

Two tiers that scale with your business

Tier 1: Bookkeeping & Compliance Foundation

  • Monthly reconciliations (bank, credit card, key balance sheet accounts).
  • Consistent coding rules and cleanup of recurring misclassifications.
  • Monthly financial package (P&L, balance sheet, basic variance notes as needed).
  • AP/AR workflow support (process + execution model depends on scope).
  • Payroll coordination and posting (we coordinate with your provider or run payroll under a scoped workflow).

Best for businesses that need reliable books and a consistent monthly close cadence.

Tier 2: Controller-Level Oversight

  • Own the month-end close timeline and checklist.
  • Review close outputs, identify issues, and drive corrections.
  • Balance sheet integrity: reconciliations, accruals, and cleanup plans.
  • Process improvement and automation (AP/AR, close acceleration, reporting workflows).
  • Management-ready reporting and a monthly review call.

Best for growth-mode businesses that want finance on rails without hiring in-house.

Automation & Workflow Improvements (Add-on)

  • AP workflows (intake, approvals, bill pay coordination).
  • AR workflows (invoicing, collections cadence, visibility).
  • Integrations and process design to reduce manual work.
  • Close acceleration: shorten days-to-close and reduce rework.

Implemented as part of Tier 1 or scoped as a focused project depending on needs.

Systems & Tech Stack Alignment (Optional)

  • QuickBooks / NetSuite-friendly processes (based on your environment).
  • Chart of accounts cleanup and reporting structure improvements.
  • Role clarity: who does what (your team vs ours) and handoff points.

We keep tools practical. The goal is control and clarity, not software theater.

Guardrails

What’s not included by default

We keep the monthly engagement predictable

These are typically scoped separately unless explicitly included:

  • Complex multi-entity consolidations and advanced technical accounting.
  • ASC 740 provision work, deferred tax modeling, or provision-to-return reconciliations.
  • Full audit representation, forensic investigations, or litigation support.
  • Large backlogs of historical cleanup unless quoted as a catch-up project.
  • ERP implementations (can be added later when relevant).

If you need any of these, we can help. We just scope them separately so your monthly fee stays stable.

Process

How the engagement works

1

Discovery & assessment

We review your current books, close process, volume, and reporting needs. You share access and a brief fact pattern.

2

Scope & fixed monthly fee

We define responsibilities (your team vs ours), close cadence, and workflows, then quote a fixed monthly fee.

3

Onboarding & process setup

We set coding rules, reconciliation standards, close checklist, and workflow handoffs. Automation improvements are queued.

4

Run the monthly close

Each month we reconcile, close, resolve exceptions, deliver the financial package, and review results.

5

Improve & scale

As you grow, we add controller oversight, tighten reporting, and implement workflow automation to reduce friction.

Pricing overview

What this typically costs

See Pricing Matrix

Fees are fixed monthly based on transaction volume, number of accounts, entities, payroll complexity, and the tier of oversight you need.

Most clients start with a Tier 2 foundation (bookkeeping & compliance) and add Tier 1 controller oversight as reporting needs and complexity increase. We confirm fit and quote a fixed monthly fee before we start.

See Platform & Services Hub
FAQ

Frequently asked questions

Do you work with smaller businesses, or only larger companies?
We work with growing small businesses. Some clients start small and scale into controller-level support over time. Fit is based on intent, complexity, and the desire for consistent financial discipline.
Can you work alongside our existing bookkeeper or office manager?
Yes. We can run the close and provide controller oversight while your team handles day-to-day tasks, or we can own the bookkeeping fully. Responsibilities are defined clearly during scoping.
Do you handle payroll and accounts payable?
We support payroll coordination and AR/AP workflows as part of the engagement when scoped. The exact model depends on your volume, tools, and internal roles.
Will you also do our business and personal taxes?
Many clients bundle accounting with business and owner tax work. If that’s a fit, we’ll coordinate so your books and tax filings align cleanly.
How fast can we get started?
After a short discovery call, we scope and quote quickly. Start timing depends on current workload and the state of your books, but we prioritize predictable onboarding over rushed starts.

Want your books cleaned up and your close under control?

Tell us where you are today. We’ll confirm fit, recommend a tier, and quote a fixed monthly fee.

Schedule an Accounting Call