Frequently Asked Questions

When should I hire an outsourced accountant?

Before you open your business, you should talk with an accountant, among other professionals such as an attorney, insurance agent and banker. You may also need an outsourced accountant if accounting tasks taking the owner or staff away from tasks they are better suited to perform. When tasks such as paying bills, collecting payments, payroll, and bank reconciliations are not being done, or worse, being done incorrectly it is time to get help. If the owner(s) need better understanding of their financial data to make business decisions, they should consider hiring an outsourced accountant.

When should I hire an Outsourced CFO or Outsourced Controller?

The Outsourced Controller or Outsourced CFO is good for a small business that needs help beyond basic accounting but is not ready to hire a full-time controller or CFO with the salary and benefits that goes along with that position. The outsourced controller/CFO may help with planning, budgeting, forecasting, performance measurement and management reporting. They also may help owners understand the data to make important business decisions.

What service options are available with your firm?

The service options are tailored for each client and are based on the business’ budget and needs. Weekly, monthly, or quarterly services are preferred so that the client’s information is current, and they get the most benefit for making decision. Clients also have the option to book services annually or when needed.

How much do you charge for your services?

Fees vary depending on the needs of each client. A written engagement letter or service order request is prepared for all projects that includes details of the services to be performed and the fee for the services.