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FINANCE & ACCOUNTING OUTSOURCED SERVICES

2022 GUIDE

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what financial services should you be outsourcing in 2022?

As your business grows, you may find yourself spending more time managing financials rather than scaling the business. By outsourcing your accounting, it makes it easier to put your time and resources towards business strategies. If your books are a mess, you are lacking the staff and resources to get tasks done, and your company is growing, then it is time to outsource your accounting services.

Of businesses said outsourced accounting services provided them with more time to focus on their business.
CPA.com & Bill.com

CAPITAL RAISE, M&A, LOANS & TRANSACTIONS

Transaction Advisory | Pitch Deck | Due Diligence | Loan Prep | SPAC & IPO | Exit

Problem	Service Needed	Solution
SPAC, IPO	Due Diligence	CFO
Acquisition	Acquisition List	Financial Modeler
Series A Funding	Investor List & Roadmap	Capital Raise Advisor

It does not matter whether you are an experienced investor or working on your first acquisition, by outsourcing your next transaction you can potentially save millions of dollars in lost equity that you would otherwise need to provide to bring on a full-time CFO with the experience needed. Instead, outsource it and get just as experienced professionals who are experts at delivering high quality, rigorous due diligence, who you do not have to keep paying after the transaction is done.

RECONCILIATIONS & GENERAL CLEAN-UP

Financial Statements | Reconciliations | Cash Flow | P&L | Cost Accounting | Audit Prep

Problem	Service Needed	Solution
Loan / Line of Credit	Bank Reconciliations	Controller
Cash Flow Issues	Balance Sheet Clean-up	Staff Accountant
Upcoming Audit	Audit Prep	Accounting Manager

Your organization has probably spent a great amount of time and expense to gain the confidence of your auditors and lenders. Why risk that confidence on an unproven direct-hire? By utilizing an outsourced consulting agency you can guarantee getting accurate financial statements in a timely manner that will satisfy regulatory agencies, auditors, lenders, and Investors.

INVENTORY MANAGEMENT & SYSTEMS

Inventory Clean-up | Systems | Software | Controls | Forecasting & Modeling | Cost Management

Problem	Service Needed	Solution
Inconsistent Inventory	System Implementation	Controller
Purchase Inventory	Inventory on Hand Forecast	Financial Modeler
New Market Expansion	Inventory Modeling	CFO

Many companies do not realize the importance of inventory management. Our consultants have vast experience in job costing, inventory analysis, data gathering, lower of cost or market analysis and multiple inventory systems and methodologies. When businesses do not have a handle on the activity on their inventory or track it with outdated spreadsheets and data entry, certain things can fall behind. The bottom line is that inventory management is critical to the success of all companies, no matter what size or industry they are in.