Skip to main content

Accounting & Advisory

We custom tailor your bookkeeping and accounting solutions based on your individual needs.  We can do everything from year end recap of business activity to a fully outsourced accounting department and partner CFO relationship.  Here is a brief breakdown of what those levels of service look like.  


We provide after the fact bookkeeping services for entities of all types.  We can take of your bookkeeping while you take care of your business.  Our reports are easy to read and show you key areas that need your attention.   

For many small companies, outsourced bookkeeping can be a great savings.  Our fees will be much less than a full time employee, plus will save on payroll taxes and benefits.  Our typical after the fact bookkeeping services are performed on a monthly or quarterly basis, and include data entry, account reconciliation, and reporting.  

Business Process Outsourcing 

The next step up from outsourced bookkeeping is Business Process Outsourcing (BPO).  For BPO engagements, we provide all the services included with our standard after the fact bookkeeping engagements, but also provide real time accounts payable and accounts receivable management as well as cash management and reconciliation.   

BPO services are much closer to full-service outsourced accounting, and include: 

  • Accounts Payable Processing
  • Accounts Receivable management 
  • Reconciliation of cash, investment, and other Balance Sheet accounts
  • Payroll processing and payroll tax return filing
  • Preparation of internal management financial reports

Virtual Controllership 

Our next service level after business process outsourcing is Virtual Controllership.  With our virtual controllership services, most if not all accounting functions are fully outsourced to our staff.  In addition to preparing and providing monthly accounting statements, we are working hand in hand with your management or ownership to analyze key performance indicators and results compared to budget.   

Collaborative Advisory Services- Virtual CFO 

Our highest level of accounting service is our collaborative advisory services (CAS).  At this level of service, we are talking with management on a daily or weekly basis, helping craft the financial strategy of the company, setting up and analyzing financial models, and helping perform market analysis.  We work hand in hand with your company in all financial aspects of the company- including pricing, hiring, and growth plans.  

Call 850-668-2228 or Message Us Online Today!