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Frequently Asked Questions

By outsourcing and partnering with the right firm, you will have the answers to all your accounting and finance needs. You will also be able to cut down the costs by eliminating human capital management and oversight, payout of PTO and fringe benefits, and cost of turnover.
We are an innovative, full-service accounting and advisory firm with a global reach. We are committed to a proactive service, deep expertise, and fast-tracking your success. We listen to your current needs and future goals, then develop a customized solution specific to your organization. We use our software and technologies to streamline and automate your back-office accounting and finance operations and leverage our people to be your forward thinking trusted advisors. Thus, reducing the cost and eliminating the time associated with having a talented in-house accounting and finance department.
Yes, and yes! We are your trusted CPAs and advisors, and we are here to help. Your accounting and finance operations will be led by a CPA and support is included with all of our services.
You choose what method works best for you. You can reach us via email, phone, video conference, screen sharing, or even in person.
Our fees are based on the complexity and size of your accounting and finance operations. Generally, our fees are based on the reporting requirement (e.g., cash basis vs accrual basis), level of service (e.g., business processing vs. CFO services), and number of transactions and balance sheet accounts to reconcile. If the complexity of your accounting operations, volume of transactions or balance sheet accounts change, or other matters change relating to the services we are providing to you, we evaluate our monthly fee and communicate any changes before they are implemented.
Our services are tailored specific to the needs of your organization. With our people, cloud accounting, and artificial intelligence, we are able to structure our fees so they can accommodate organizations of all sizes and stages.
Yes. We have extensive experience with reconciling historical accounting data and getting our clients accounting records up to date.
No. In addition, we ensure a seamless transition if you decide to change services.
Yes, we use web-based general ledger packages such as Sage Intacct and QuickBooks Online.
No, there are no specific required technologies. However, during our initial assessment and understanding of your business, we will evaluate your technology stack and make recommendations to automate and streamline your accounting and finance operations.
The technology we use to perform your accounting and finance functions are modern cloud-based tools. You will have access to your data from anywhere on any device.
Yes. We have an international accounting practice, and we service clients with both inbound and outbound international operations. We specialize in financial reporting, foreign currency translations and consolidations, and US tax compliance. With our global reach as members of the BDO Alliance , we are also able to provide advisory services relating to international tax compliance, compliance with local rules and regulations, and local reporting requirements.
Yes. We are a full-service CPA firm and can help with all aspects of accounting. Tax planning and year-end preparation and filings of state and federal returns can be added to your services.
We can be your full-back-office accounting and finance departments or enhance and complement your current team. Our approach is to provide you with the most efficient accounting and finance operations. As part of our initial assessment and understanding of your business, we will help determine if outsourcing 100% or a certain percentage of your accounting and finance functions is the optimal solution for your organization.