Outsourced Accounting Services
Engage a Fractional Share of a Full Accounting Department that delivers timely, actionable financial wisdom.
Outsourced Bookkeeping, Accounting & Controller Services
1. Setting You Up For Services
When you enlist SecureCFO services, our onboarding team conducts a comprehensive assessment of your accounting requirements. Subsequently, we craft a detailed plan aimed at enhancing efficiency, fostering alignment among all stakeholders, and ensuring seamless operations. Your team of accounting professionals and Certified Intuit ProAdvisors will initiate the optimization of your accounting system and QuickBooks version. This involves streamlining processes, automating tasks, and integrating with other financial systems like banks and credit cards. Additionally, we’ll create a comprehensive procedures manual delineating each task’s execution.
Following this, we assign you a dedicated team consisting of bookkeepers, staff accountants, and an accounting manager. This team collaborates from our service center, all based in the U.S. They are exclusively committed to YOUR business, offering consistent support week after week. The level of engagement with your team is determined by the services you choose. Here’s a brief overview of how your team manages your bookkeeping and accounting requirements from our service center.
2.Sending Us Your Documents and Data
You have the option to either configure bills for direct submission to SecureCFO, streamlining the processing, or you can choose to scan, upload, fax, mail, or grant data access privileges to us for the following:
- Vendor Bills
- Payments
- Bank Statements
- Credit Card Statements
- Receipts
- Time Sheets
- Expense Reports
- Supplementary Documents
3.Executing the Work – How SecureCFO Manages Your Service Needs
We handle Accounts Receivable, Accounts Payable, Bank Reconciliations, Payroll, Sales Tax, and all your bookkeeping requirements on a daily, weekly, or monthly basis, with automated bank and credit card data downloads.
4. Getting Financial Information to Propel Your Business Forward
We will generate custom reports tailored to your industry and specific business requirements, and we will arrange a monthly in-depth phone review to discuss your month-end financials.
Weekly Reports
Accounts Receivable Aging
Accounts Payable Aging
Credit Card Transactions
Open Item List
Monthly Reports
Financial Reports
Profit & Loss
Balance Sheet
Accounts Payable Aging
Cash Flow
KPIs
Your Blueprint to Financial Stability
The tools to create a blueprint that won’t leave you short of profit & cash.
