Outsourced Accounting, Finance, and Advisory
Working with WilkinGuttenplan means working with a trusted advisor that truly understands your business priorities. By using our deep technical expertise and enhanced technologies, you will be able to reduce the time and costs associated with an in-house accounting and finance department. Through innovative cloud-based tools and real-time accounting, you will have access to your financial data from anywhere, on any device, allowing you to focus on your business operation and goals.
Our Approach
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 environment. We 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.
From transactional accounting (e.g., general ledger coding and bank reconciliations), business processing (e.g., accounts payable and bill payment), financial reporting, to Controller and CFO level services, GAAP compliance, and system implementations, we expertly manage your business’s operations.
Our Services
Through our various levels of services, we have the capabilities to be your full back-office accounting and finance department or supplement your existing team. You’ll also be provided with valuable insights to streamline your processes and analyze your financial data.
Our services include monthly recurring outsourced accounting and finance such as:
- Day-to-day accounting and financial reporting
- Virtual Controller services
- Virtual CFO services
Core CAAS Services We Provide:
Pricing
In the accounting and finance world, we understand the importance of predictability. 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 budget.  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 operations.
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.
Certifications and Partnerships
