Enhance Your Accounting Processes
Whether your back office is feeling the effects of the talent shortage or your organization is struggling to maintain an efficient way to manage your accounting work, our Outsourced Accounting Solutions team can help. Our solutions can be customized to fit your needs while also identifying areas of improvement and opportunity.
We offer you a deeper level of support with your accounting and financial processes so you can focus on what’s important: growing your business.
We have the expertise to address your specific needs and guide you each step of the way with services including:
Leadership and managerial assistance of accounting and finance departments
Accounting assistance with complex GAAP matters
Day-to-day transactional support, including but not limited to bill pay and invoicing
Documentation preparation or review of SEC or other regulatory forms
Internal control assistance with regulatory requirements
Financial advice on contracts and agreements
Review procedures for your financial reporting
Enhanced day-to-day operational assistance
Forecasting, budgeting, modeling, KPI analysis and custom dashboard development
Providing Unique Solutions for Your Challenges
Many organizations have long held the belief that all accounting work should be managed in-house. As cloud technologies have advanced and workforce challenges have expanded, outsourcing is a smarter, safer and more reliable solution than ever.
Whether you need additional back-office support, a virtual CFO to completely manage your finances or something in between, our OAS professionals are prepared to help you drive efficiency and increase your bottom line.
Not sure what level of service you need? Our OAS team works with you to assess your current workload, future projects and ultimate objectives to determine the best path toward your financial goals.
How We Collaborate with Your Team
We start by assessing your needs and then developing a customized plan with actionable steps. We offer different levels of service that complement your team.
With our Monthly Transactional services, you receive traditional accounting support including:
- Monthly general ledger management
- Monthly bank reconciliations
- Monthly reconciliations to other business-related support
- Monthly reporting package
With the Proactive solution, our OAS professionals provide Monthly Transactional support combined with continuous and real time financial reporting with services including but not limited to:
- Monthly and year end management KPI/Metric Reports
- Bill pay with real time support on hand and accounts payable management
- Accounts receivables and billing management
- Managerial level guidance
- Payroll support
- Budgeting and forecasting
The Proactive Plus solution includes all the services of the Proactive services with the additional benefit of a digital expert that will develop customized and real time dashboards to help you reach your KPIs.
Our Virtual CFO – Strategic Support solution provides leadership within your organization and will assist in managing your operational needs while optimizing your financial strategy. This level includes the full services of the Proactive Plus and full outsourced CFO services including but not limited to :
- Weekly or monthly meetings with our team
- Quarterly meeting with investors
- Business and strategic planning
Oversight of others within the
Our Outsourced Accounting Solutions Leader
Christopher Gagliardi, CPA, is a Partner at Janover LLC and has over thirteen years of public accounting experience. He is the leader of the firm’s Outsourced Accounting Solutions practice and the firm’s Virtual CFO Support Services, where he provides a full range of services to private and public companies.
Chris works closely with his clients to understand their current needs, specific industry nuances and long-term business goals. He and his team are dedicated to helping organizations enhance their financial processes and structure to help keep their business running smoothly.
Outsourced Accounting Insights
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