It can be overwhelming to stay on top of your accounting and finances as a business owner, so let us help you handle your workload with our outsourced accounting services. We offer three tiers of accounting: outsourced accounting service, outsourced controller service, and outsourced CFO service. Each can be tailored to your business needs and all tiers are offered on a monthly basis. We charge a flat rate monthly fee, with no long-term contact requirements. Pricing is dependent upon your level of business activity, and we can begin services immediately if needed.
Accounting Service
Controller Service
CFO Service
Review Meetings
Quarterly
Monthly
As Preferred
Accounting Transaction Entry
Account Chart Organizaton
Monthly Reconciliations
Close Entries
Basic Reporting
12. Forecasting
Annual Planning
KPI Reporting
Cash Flow Reporting
Customized Management
Performance by Department Reports
Resource Planning
Session Planning
Strategic Planning
1. Outsourced Accounting Service
With our basic outsourced accounting service, we will handle your accounting transaction entries and organize your chart of accounts. Our team will take care of all monthly reconciliations and close entries, as well as create any necessary financial reporting statements. You will have unlimited email and phone support from our team and can request a quarterly review meeting with your assigned CPA. Included with this service is year-end tax planning to estimate your upcoming tax liabilities. We also offer Sales and Use Tax reporting if applicable. To send and review documentation, you will have the option to use our secure client portal through our website and if needed. We will set up an online QuickBooks account, passing on our Pro Advisor discounts to you.
2. Outsourced Controller Service
When engaging our firm for outsourced controller service, you will receive everything outlined above in accounting services, in addition to more tailored industry reports, including a 12-month forecasting report, customized management reports, annual planning reports, key performance indicators, and cash flow reporting. You will also have the option to have monthly review meetings with your assigned CPA, versus quarterly. This service is typically best suited for a higher level of business activity.
3. Outsourced CFO Service
Our outsourced CFO service includes all benefits outlined above in the outsourced accounting service and the outsourced controller service. In addition to the items listed above, with this higher level of accounting service we will provide performance by department reports, resource planning, session planning and strategic planning with you and your business partners. With our CFO service, you can schedule meetings with your CPA and Business Advisor at any frequency necessary for your business needs.
Emily A. Fisher, CPA during a client consultation at Fisher Accountants main office.
Pros & Cons of Outsourcing Accounting Services
There are always pros and cons with any service you are considering for your business, which will play a part in deciding to use an accounting service. The first indicator it might be time to consider a service of this type is if you are beginning to feel overwhelmed with your business finances and accounting, drawing attention away from your primary focus as a business owner. We are here to offer you a helping hand to make this important decision.
The Pros: Benefits of Outsourcing Accounting Services
Access to accurate financials on a consistent basis, reviewed by a CPA.
The opportunity to advance your accounting system without having to create an in-house accounting team.
Reduce your overhead costs with no need to hire more employees.
Save money by ensuring everything is reporting correctly, in turn this will reduce tax liabilities.
Take advantage of all potential tax breaks and deductions.
Discounts on QuickBooks Online accounting software.
Year-end tax planning, every year, included in your monthly fee.
Unlimited phone and email support from our team.
The Cons: Drawbacks of Outsourcing Accounting Services
You may not be as hands on with your accounting and financials.
No need to hire more employees or expand in-house operations.
Cost of Outsourcing Accounting Services
If interested an any level of our outsourced accounting services, we can review your financials or bank statements to determine the level of service needed for your business and provide a price estimate. The minimum price for monthly accounting starts at $495/month and can vary depending on your level of business activity. There may be additional fees for QuickBooks and Sales and Use Tax Reporting. We are always more than happy to provide you with a quote.
See the Benefits of Outsourcing Financial & Accounting Services for Yourself!
After reading the above, if you are interested in having us assist you with your business accounting needs, please call us at 704-332-7800, or fill out our contact form. We are happy to walk you step-by-step through our process and provide you with a price estimate.
Outsourced Accounting Services, Benefits, & Cost
Outsourced Accounting Services
It can be overwhelming to stay on top of your accounting and finances as a business owner, so let us help you handle your workload with our outsourced accounting services. We offer three tiers of accounting: outsourced accounting service, outsourced controller service, and outsourced CFO service. Each can be tailored to your business needs and all tiers are offered on a monthly basis. We charge a flat rate monthly fee, with no long-term contact requirements. Pricing is dependent upon your level of business activity, and we can begin services immediately if needed.
1. Outsourced Accounting Service
With our basic outsourced accounting service, we will handle your accounting transaction entries and organize your chart of accounts. Our team will take care of all monthly reconciliations and close entries, as well as create any necessary financial reporting statements. You will have unlimited email and phone support from our team and can request a quarterly review meeting with your assigned CPA. Included with this service is year-end tax planning to estimate your upcoming tax liabilities. We also offer Sales and Use Tax reporting if applicable. To send and review documentation, you will have the option to use our secure client portal through our website and if needed. We will set up an online QuickBooks account, passing on our Pro Advisor discounts to you.
2. Outsourced Controller Service
When engaging our firm for outsourced controller service, you will receive everything outlined above in accounting services, in addition to more tailored industry reports, including a 12-month forecasting report, customized management reports, annual planning reports, key performance indicators, and cash flow reporting. You will also have the option to have monthly review meetings with your assigned CPA, versus quarterly. This service is typically best suited for a higher level of business activity.
3. Outsourced CFO Service
Our outsourced CFO service includes all benefits outlined above in the outsourced accounting service and the outsourced controller service. In addition to the items listed above, with this higher level of accounting service we will provide performance by department reports, resource planning, session planning and strategic planning with you and your business partners. With our CFO service, you can schedule meetings with your CPA and Business Advisor at any frequency necessary for your business needs.
Pros & Cons of Outsourcing Accounting Services
There are always pros and cons with any service you are considering for your business, which will play a part in deciding to use an accounting service. The first indicator it might be time to consider a service of this type is if you are beginning to feel overwhelmed with your business finances and accounting, drawing attention away from your primary focus as a business owner. We are here to offer you a helping hand to make this important decision.
The Pros: Benefits of Outsourcing Accounting Services
The Cons: Drawbacks of Outsourcing Accounting Services
Cost of Outsourcing Accounting Services
If interested an any level of our outsourced accounting services, we can review your financials or bank statements to determine the level of service needed for your business and provide a price estimate. The minimum price for monthly accounting starts at $495/month and can vary depending on your level of business activity. There may be additional fees for QuickBooks and Sales and Use Tax Reporting. We are always more than happy to provide you with a quote.
See the Benefits of Outsourcing Financial & Accounting Services for Yourself!
After reading the above, if you are interested in having us assist you with your business accounting needs, please call us at 704-332-7800, or fill out our contact form. We are happy to walk you step-by-step through our process and provide you with a price estimate.
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