You deserve a team that works for you.

One level of service we provide is onsite accounting assistance. We offer you a dedicated experienced professional to work with your staff at your office, addressing accounting software-related questions and managing the accounting process for your company. This individual’s responsibility is defined at the beginning of the project and typically includes oversight or actual preparation of monthly financial statements, preparation of specific management reports, as well as supervision and training of your accounting staff. We offer this service as you need it – whether it be monthly, quarterly, semi-annually, or annually.

Why Choose Onsite Accounting?

You can work more efficiently, serve your customers better, and expand your business with the help of a team of highly qualified accountants. We are available when you need us.

While our consultants are Certified QuickBooks® ProAdvisors® and can provide all necessary onsite assistance to QuickBooks, we also work with a variety of other accounting software to suit your unique needs. We offer Controller-level and CFO-level expertise without the expense of salary and employee benefits, customizing solutions to fit your specific needs.

Our Team

We have a team of highly qualified accountants who devote 100% of their time to various aspects of bookkeeping and accounting. Our professionals are available when you need them, bringing experience, objectivity, and personal skills to assist your company effectively without disrupting your employees. We go through a detailed process of understanding your accounting needs and objectives, including the strengths and weaknesses of your existing systems and personnel, and how your accounting needs will change as your business grows.

Key Services

Bank Account Reconciliation: Ensuring your bank statements match your company’s financial records, identifying discrepancies, and rectifying any inconsistencies.

Review of General Ledger Activity and Balancing Accounts: Examining the general ledger for accuracy, balancing accounts, and ensuring all financial transactions are properly recorded.

• Tracking Fixed Assets and Depreciation Expense: Keeping track of your company’s fixed assets, calculating depreciation, and ensuring these are accurately reflected in your financial statements.
• Preparing Other Prepaid and Accrual Entries: Managing prepaid expenses and accruals to ensure that your financial statements accurately represent your financial position.
• Balancing Inventory to Physical Accounts: Verifying that the inventory recorded in your financial system matches the actual physical inventory.
• Designing Templates to Input All Payroll Information: Creating user-friendly templates to streamline the process of entering payroll information, ensuring accuracy and consistency.
• Noting Unusual Items or Variances: Identifying and highlighting any unusual items or variances in your financial records, allowing for timely investigation and resolution.
• Quarterly Payroll Returns: Preparing and filing quarterly payroll returns to ensure compliance with tax regulations and timely submission.

Controller/CFO Services

• Cash Flow Management: Monitoring and managing your company’s cash flow to ensure financial stability and operational efficiency.
• Projections and Forecasting: Developing financial projections and forecasts to aid in strategic planning and decision-making.
• Budgeting: Creating and managing budgets to ensure that your company’s financial resources are allocated effectively.
• Key Performance Indicators (KPIs): Identifying and tracking KPIs to measure and enhance your company’s performance.
• Performance Review: Conducting thorough performance reviews to assess financial health and identify areas for improvement.
• Monthly Controller-Level Meetings: Discussing financial results, budget to actual variances, year-over-year comparisons, and other historical metrics.
• Expanded Monthly Meetings: Engaging in strategic discussions on opportunities, risk management, and the development, preparation, and reporting of KPIs, co-developed with organizational leadership.

Key Benefits of Onsite Accounting

• Personalized Service: Tailored solutions that align with your specific business needs and processes.
• Real-Time Access: Immediate access to financial experts who can address questions and provide insights on the spot.
• Improved Accuracy: Direct oversight of your financial activities, reducing the risk of errors and ensuring precise record-keeping.
• Enhanced Security: Confidential financial information remains within your premises, minimizing the risk of data breaches.
• Efficient Communication: Close collaboration with your team, fostering better understanding and quicker resolution of issues.

By offering these comprehensive services onsite, we ensure that your financial management is handled with the utmost accuracy and attention to detail, right within your business environment. Our team is dedicated to providing tailored solutions that meet your unique needs, helping you maintain a solid financial foundation and achieve your business goals.

Feel free to reach out to Becky Brinkman, CPA at 800.880.7800 us to learn more about how our onsite accounting services can benefit your business.

We look forward to partnering with you!

For details about our full range of Outsourcing Services please contact Lisa Frank, CPA at 800.880.7800.