Outsourced Finance Department: Expert Financial Management for Growing Businesses

Transform your finance department with our outsourced expertise.

Discover the Benefits of an
Outsourced Finance Department

Running a successful business requires focus and dedication. With our Outsourced Finance Department, you can leave the financial management to us and concentrate on what you do best – growing your business. Our team of experienced professionals provides you with the same resources that multinational companies have but at a price that’s affordable for SMEs and growing businesses.

Key Benefits of Outsourcing Your Finance Department

Z

Cost-Effective

Save money by consolidating bookkeeping and accounting tasks without hiring separate in-house staff
Z

Scalable Solutions

Services expand seamlessly with your business growth, eliminating the need for additional office personnel
Z

Real-time Insights

Receive regular KPIs, P&L reports, and balance sheets to stay informed about your financial performance
Z

Expert Guidance

Gain access to a knowledgeable CFO for tailored advice and understanding of your unique business needs
Z

Regulatory Compliance

Keep up-to-date with ever-changing business and tax laws to avoid potential pitfalls
Z

Specialized Talent

Benefit from top industry professionals with extensive experience in leading roles at successful tech and non-tech startups

Outsourced Finance Department Case Studies

CASE STUDY #3

Manufacturer of Cosmetic and Beauty Products

CFO + Controller + Accountant + Bookkeeper

The company sought to improve their financial management by seeking an Outsourced Financial Department solution, as they were dissatisfied with the performance and efficiency of their existing finance team.

RESULTS

9

Significant savings in personnel & HR expenses

9

Efficiency ratios improved significantly

9

Better strategic decisions since sales & COGS data became available in real time

HOW WE HELPED

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP.

Outsourced Finance Department Case Study

CASE STUDY #1

Manufacturer of Cosmetic and Beauty Products

CFO + Controller + Accountant + Bookkeeper

The company sought to improve their financial management by seeking an Outsourced Financial Department solution, as they were dissatisfied with the performance and efficiency of their existing finance team.

RESULTS

9

Significant savings in personnel & HR expenses

9

Efficiency ratios improved significantly

9

Better strategic decisions since sales & COGS data became available in real time

HOW WE HELPED

✔ The new owners had upgraded their shopping cart to Bigcommerce & were using shipstation for fulfillment but the mapping needed to bring that information to QB online was not done properly leading to mistakes in the calculation of COGS and inventory count. We fixed the flow of information.

✔ They had different pricing tiers retail, wholesale & distributors but they were lacking a model that would allow them to adjust the price to all 3 in case the raw material cost would increase. We set up that model for them.

✔ They had a rewards system but the liabilities were not being booked into QB so we hacked a solution using Zappier to bring the information to the right place.

✔ Create systems & schedules or simply implemented best practices for inventory management.

✔ Outsourced bank & credit card reconcilliation, expense management.

✔ Improve collection of AR & help them negotiate better terms for AP.

Need A Personalized Team?

We’ll assemble the right blend of finance professionals with a single point of contact.

01

Request A Quote Or
Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

02

Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

03

Meet Your Goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

Streamlined Financial Management with Our Outsourced Department Services

Unlock the full potential of your business by partnering with our all-encompassing team of financial experts, including accomplished CFOs, adept Controllers, reliable Accountants, and thorough Bookkeepers. Experience strategic planning, efficient operations, and precise financial record-keeping like never before.

Expert CFOs for Strategic Financial Management

Leverage the expertise of our seasoned CFOs with 20+ years of experience in investment banks and multi-million dollar businesses. Get assistance in complex projects like M&A, strategic planning for growth, and profitability optimization.

Experienced Controllers for Startups

Rely on our skilled controllers, boasting 20+ years of experience in NY and SF startups. Maintain financial discipline, supervise financial staff, and ensure timely month-end closing and reporting to keep your business on track.

Dedicated Accountants for Comprehensive Financial Services

Trust our proficient accountants to handle crucial tasks such as administering payroll, compiling reports and budgets, and preparing accounts and tax returns – ensuring your business remains financially compliant and well-organized.

Meticulous Bookkeepers for Accurate Financial Records

Benefit from our detail-oriented bookkeepers who specialize in payment processing, daily reconciliation, and recording and posting transactions. Keep your financial records accurate and up-to-date for seamless business operations.

Uncover the Accounting Tools Trusted by Interim CFOs!

Experience the benefits of automated accounting solutions that save time, resources, and reduce costs. Check out our comprehensive list of top-notch tools our Outsourced Financial Department experts rely on.

Book A Free Consultation

N

Get clarity on the right blend of financial professionals you need.

N

Quote with no hidden costs or strings attached.

N

Learn about financial opportunities for your business you might not be aware of.