Accounting, Bookkeeping and Controller Services for Businesses with between $2 Million and $100+ Million Annual Revenue


Truth: No business owner "likes" accounting. We get it, we're entrepreneurs too. But you need accounting, and you need it done right. So if your accounting isn't doing what you need it to, it is time to consider the options at your disposal.

Accounting services can help your business in many ways, from increasing profitability to improving efficiency. We've outlined what you need to know, from why accounting services are so important for your business to what the best options are for your accounting needs.

The Importance of Accounting Services At A Glance

Accounting and bookkeeping play a crucial role in your business. You need to know how much money is coming into your company, where it's going out, and all the things you can do with that information.

Accounting services help increase your profitability by improving the efficiency of all accounting tasks such as payroll, taxes, invoicing, accounting, and more. These services can be outsourced to a third-party accounting service provider or managed in-house with an accounting team. The right accounting services can do everything from helping you scale successfully to poise the business as a great investment for long-term growth, especially if you are looking to expand.

What Are Some Typical Features of Accounting Services?

  • Bank Reconciliations
  • Financial Statements
  • Financial Reporting
  • Cash Flow Forecasting
  • Sales and Use Tax Returns
  • Invoicing
  • Inventory
  • Payroll Processing
  • Bookkeeping Services
  • Accounts Receivable
  • Accounts Payable
  • Forecasts
  • Budgets
  • Management of Expenses
  • Billing, Payments, and Revenues
  • Consulting Services
  • DCAA Compliance
  • Ratio Analysis
  • Revenue Growth Tracking
  • KPI Tracking
  • Burn Rate & Financial Ratio Analysis
  • Financial Records Management
  • Financial Statement Preparation
  • Tax Preparation
  • Tax Planning
  • Tax Services
  • Tax Compliance
  • Tax Filing

While these features span the gamut of providing services, not all accounting teams offer all services and not all are the right fit for your individual business. For example, does not offer tax preparation services or tax accountants but does specialize in complex and sophisticated accounting services for small businesses, medium businesses, and even large businesses. Our client accounting services focus less on the size of the business or even the volume of transactions, and more on the scope and complexity of the services required, spanning from daily bookkeeping to controller oversight, to our robust advisory services offerings. Our services are customized to our client companies rather than being a one-size-fits-all operation customized to no one.

Some of Our Accounting Services include:

  • Financial Analysis
  • Establishing / Managing KPIs
  • Cash Flow Forecasting
  • Best Practice Recommendations
  • Implementing Accounting & Operational Workflows
  • Job / Project Costing
  • Implementing / Managing Technologies
  • Custom Reporting
  • Identifying Opportunities to Support Client Needs

Some of the Characteristics of Clients Best Suited To Our Accounting Team:

  • Annual Revenue between $1 million and $100+ million
  • A U.S. company or U.S. subsidiary
  • Currently using QuickBooks or NetSuite or willing to move to either program
  •  Owner/Founder/CEO/CFO interested in / significantly involved in the “numbers”
  • Key personnel are considerate and easy to work with
  • Management that desires and appreciates:
  • Best Practices - accounting processes & procedures that drive efficiency
  • Higher-level accounting such as budgeting and forecasting
  • More advanced reporting such as job costing and department tracking
  • Cutting edge technologies
  • Require better security around financial information
  • Have complexity in accounting (including but not limited to, DCAA requirements, foreign currencies, multiple entities, etc.)

What Is a Typical Process for Creating a Proposal for

Accounting Services?

We scope out services based on a finely honed process. Anyone you may consider as your accounting or bookkeeping services provider should have a similar process for scoping out the work required to take on your company's accounting, whether you're a small business or a growing enterprise company.

  • Customized Demonstration
  • Expert File Review
  • Three-Tier Services Proposal
  • Fixed Monthly Fee
  • Structured Implementation
  • Complete Takeover on Day One
  • Streamlined Efficient Automated Process Development
  • Dedicated Accounting Specialist & Controller Team
  • Customized Client Procedure Manual
  • Timely, Accurate, and Reliable Financials

Bottom Line: How Does This Make You More Profitable?

The right client accounting services make you more profitable in many ways. Some include:

  • Custom reports to "see" into your numbers via job costing or department tracking
  • Cash flow forecasting and budgeting to set you up to make sound financial decisions
  • Improved efficiencies reducing time spent on errors, review, or data entry tasks
  • Analyses to determine pricing models, forecast supply lines, and make growth-focused decisions to meet and exceed company goals

Does Your Business Need Customized Accounting Services?

Many accounting companies provide customized services that can help small businesses benefit from accounting practices that lead to higher profits and greater efficiencies by accounting for a company's specific needs--but not all will be the right fit for you. offers client accounting services for businesses with between $2 million and $100+ million in annual revenue. Our services include accounting management, outsourced accounting services, and accounting technology consulting and implementation. Our team of experienced accounting experts can help your business manage finances, reduce costs, and improve profits by offering customized accounting solutions that are tailored to your specific needs as a company. We would love the opportunity to talk with you about what accounting services may be right for your business. Schedule a free consultation that will help determine the best accounting service solution to meet your specific needs as a company.


The formula behind the success of's services is simple but well-developed. We combine a team of experts, systematized processes and procedures, and the very latest in accounting technology to ensure our clients receive the very best services to support their unique business needs.

Do you want it done or do you want it done right? The difference between and other providers is in the results. From proactive insights and custom financial reporting to third-party software recommendations and controller oversight, we don't just handle your accounting needs--we get it done right. provides a dedicated team of accounting professionals to suit your business needs. This team consists of a full-charge bookkeeper, an accounting software specialist, and an accounting manager or controller.


Your Dedicated Team:
  • Full-Charge Bookkeeper
  • Accounting Manager and/or Controller
  • Accounting Software Specialist
Your Accounting Options:
  • Full Accrual (including prepaid expenses, accrued expenses, accrued payroll, and deferred revenue)
  • Modified Accrual (including accounts receivable and accounts payable, banking & credit card activity, and payroll)
  • Cash Basis (receipts and disbursements, banking & credit card activity, and payroll)
Your Custom Quote Process:
  • Call Us at 888.858.9919 or fill out the Request A Free Consultation form located on this page.
  • A senior business development representative will conduct a demonstration to explain our services, understand your business needs and make sure we are a good fit
  • Then we will provide you with an NDA and review your financial data files
  • Our dedicated Analysis Team will then meet for a thorough file review to discuss your needs and our findings from the analysis
  • Our Analysis Team and your Business Development Representative will present a custom accounting services proposal with multiple tier options, all with fixed monthly fees, so you can choose the one right for your budget and business needs. 

Not sure if outsourcing your accounting to us is the right approach? We invite you to explore our services as well as your other options.

Meet Alternatives to


Your full-charge bookkeeper is responsible for daily entry of accounting transactions: vendor bills, customer invoices, bill payments, customer payments and deposits, other disbursements and withdrawals. The bookkeeper maintains complete and up-to-date detailed accounts receivable, accounts payable and cash account ledgers and provides daily or weekly reports on these and other critical areas of business management. The bookkeeper either processes payroll or makes the necessary entries to record payroll processed by a third-party provider. In either case, payroll entries will include complete recording of gross wages, employer tax and other payroll expenses, and payroll liabilities.

  • Accounts payable (bills and payments)
  • Accounts receivables (invoices and collection)
  • Daily General ledger maintenance
  • Time tracking & job cost reporting
  • Payroll processing
  • Expense classification
  • Sales commissions
  • Sales and use tax filing
  • Bank account reconciliation
  • Credit card reconciliation
  • PayPal reconciliation
  • Balance sheet generation and review
  • Budgeting & Forecasting
  • Financial statements & custom reporting
  • Inventory management
  • Work in process (WIP)
  • Foreign banking management
  • Fixed asset management
  • 1099 forms
  • Coordinating with your CPA or tax adviser
  • Tax & Audit support
  • Balance Sheet
  • Profit and Loss Statement – Month
  • Profit and Loss Statement – YTD
  • Profit and Loss Statement by Class – Month
  • Profit and Loss Statement by Class – YTD
  • Cash Flow Statement
  • Accounts Receivable Aging
  • Accounts Payable Aging
  • Prepaid Expenses by Vendor
  • Accrued Expenses by Vendor
  • Deferred Revenue by Customer
  • Open Sales Order by Customer
  • General Ledger

Request A Free Consultation for Accounting Services

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