Outsourced Finance and Accounting

Gain an accurate and complete picture of your organization’s finances with our comprehensive outsourced finance and accounting services. From transaction-level processing to financial reporting, our professionals take the burden off your shoulders. We provide cost-effective strategy, streamlined processes and cloud-based solutions to improve visibility into your financial results, enhance your operations, and keep you updated on compliance changes. 

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Accounting Solutions Tailored to Your Business

CFO Services

Our CFO consultants provide clients with support related to:
  • Raising capital
  • Obtaining debt
  • Forecasting for new business ventures
  • Expanding operations
  • Board-level reporting
  • Mergers and acquisitions
  • Financial process improvement

Transaction Processing

Manage your transactions efficiently with cloud-based technology.
  • Account payable
  • Accounts Receivables
  • Credit cards
  • Banking
  • Invoicing

Controller Services

Virtual support to prepare your organization for:
  • Annual audits
  • Cash flow management
  • Complex account reconciliations
  • Tax planning

Financial Statement & Cash Flow Management

Timely reports to give you insights needed to make informed decisions.
  • Monthly financial statements
  • Variance and fluctuations analysis
  • Annual budgets
  • Rolling forecasts

Industry Expertise

As CPAs and experienced industry professionals, we appreciate the challenges finance teams face regularly. Our consultants draw on years of industry experience and an in-depth understanding of financial strategy, processes, and systems to ensure you are set to move to the next level. We provide services to a variety of industries including: 

Restaurant & Hospitality

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Software & Technology

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Retail & Distribution

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Family Office

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Professional Services

Nonprofit

Software Partners

Our Outsourced Accounting and Advisory Practice Leadership

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Frank Balestreri

Consulting Partner-in-Charge
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Kathryn Edgecombe

Client Accounting Services Practice Lead
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Monica Wilson

Consulting Manager

NEWS, EVENTS, AND INSIGHTS

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Ready to get started?

Are you ready to find out how our Outsourced Accounting practice can help you? Contact us today to learn more about how we can help you reach your goals.