Outsourced accounting
Outsourced Accounting and Back Office Services
Hiring a bookkeeper, then a controller, then a CFO is expensive, slow, and hard to reverse when the business changes shape.
Outsourced accounting gives you the whole function on one agreement: daily record keeping, a disciplined monthly close, reviewed statements, and senior review over all of it.
The problem
One person cannot be the whole finance department
In most growing businesses the accounting job is split between an office manager, a part-time bookkeeper, and the owner at 10pm. Nobody owns the close, nobody reviews the work, and errors surface months later.
Turnover makes it worse. When the one person who knew the file leaves, the process leaves with them because none of it was written down.
Signs you may need this
- Accounting depends entirely on one person with no documented process
- Nobody senior reviews the numbers before you see them
- You are considering a full-time hire but the workload does not justify one yet
- Payables, payroll and reporting all compete for the same person's time
- Your last finance hire left and the file has not recovered
- You need coverage that scales up and down as the business changes
What we do
How the work actually runs
01
Map the function
We document what has to happen weekly, monthly and annually, who does it today, and where the gaps and single points of failure sit.
02
Take over the record keeping
Transaction processing, reconciliations, payables and receivables review, and payroll journal entries on a fixed weekly and monthly rhythm.
03
Own the close
A close checklist with a committed date, supporting schedules for every material balance, and a review pass before anything reaches you.
04
Add controller review
Senior review of the statements, variance analysis, and a written note on what changed and what needs your attention.
05
Document and hand back
Written procedures so the work survives staff changes, and a clean handover path if you later bring the function in-house.
Deliverables
What you receive
- Weekly transaction processing and reconciliation cycle
- Monthly close with a committed delivery date
- Reviewed profit and loss, balance sheet and cash flow statement
- Payables and receivables reporting with aging
- Written procedures for the accounting function
- Year-end package for your tax preparer
- A named senior contact you deal with directly
Outcome
What changes
You stop managing accounting staff and start reading accounting output. The close happens whether or not anyone is on vacation, and the numbers get reviewed by someone with audit and CFO experience before they reach you.
Cost usually lands between a part-time bookkeeper and a full-time controller, with more capability than either.
Best suited to
- Businesses roughly $500K to $10M+ in revenue with no finance team
- Companies that lost a bookkeeper or controller and need coverage now
- Owners who want senior review without a senior salary
- Private equity portfolio companies needing a reliable reporting rhythm
FAQ
Frequently asked questions
Related services
Where clients usually go next
Monthly close
Monthly Accounting and Month-End Close
Outsourced monthly accounting and month-end close for U.S. small businesses: reconciled accounts, accruals, reviewed statements, and a fixed close date.
Reporting
Financial Reporting for Small Businesses
Management financial reporting for small businesses: clear statements, margin analysis, and KPI reporting that explains what happened and what to do next.
CFO support
Fractional CFO Services
Fractional and outsourced CFO services for growing U.S. small businesses: forecasting, margin strategy, lender readiness, and financial decision support.
Next step
Discuss Your Accounting
Tell us what your finance function looks like today and where it breaks.