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Client Accounting Advisory Services

Outsourced Accounting, Finance, and Advisory Services

Through our various levels of outsourced and fractional accounting and finance services, we have the capabilities to be your full back-office accounting and finance department or supplement your existing team.  With our technical expertise, real-time accounting, and cloud-based technologies, you will have a trusted financial advisor that will help you make the business decisions to reach your business goals all while having timely and accurate financial data available from anywhere, on any device.

Our Services

We feel it is important to have a deep understanding of your accounting data, processes, and technologies. Our team of professionals will meet with you and your team to learn and understand your accounting and finance operations, business needs, and goals. We then use this information to craft a customized service plan for your organization, helping you streamline, automate, and improve efficiency.  You’ll be provided with timely financial data, allowing you to make real-time business decisions.

Our services include monthly recurring outsourced accounting and finance such as:

  • Day-to-day accounting and financial reporting
  • Fractional Controller services
  • Fractional CFO services

We also offer project-based services such as accounting software implementations, audit readiness, transactional consulting, historical accounting clean-up, and as-needed-basis accounting and finance services.

Pricing

Typically, our engagements are fixed fees based on the level of services requested. After meeting with you and understanding your operations, we’ll recommend various tiers of service designed to meet your specific needs and goals.

By using our technical expertise on a fractional and outsourced basis, you will be able to reduce the time and costs associated with an in-house accounting and finance department. Whether you are a start-up or an established company ready to go public, our fees are communicated to you in advance. This gives you the transparency needed to run your operation.

Our Expertise

With our team, and through our participation in the BDO Alliance USA, you will have access to top specialists, deep technical expertise, and a global reach. We specialize in closely-held businesses, largely concentrated in the following areas:

Additionally, you will have access to our contacts in the legal, banking, and human resource fields.

Chris Frederick

Practice Leader

Juan Arana

Team Leader
View Our Frequently Asked Questions

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