Accounting and Management Outsourcing

Leverage best practices in accounting, reporting, controls, payroll, and processes by outsourcing your financial management or accounting functions on a temporary or long-term basis. Working as an extension of existing staff, your advisors will become engrained in the business and understand your specific goals and challenges. This results in management and accounting services customized to your unique needs, allowing you to focus on day-to-day business operations and make more informed decisions.

Your internal staff will benefit from working alongside seasoned professionals who can provide direction, answer questions and share knowledge garnered from years of hands-on experience. You will always have the flexibility to choose the level of service desired. And your dedicated engagement team will work onsite or remotely (if preferred)—on a weekly, monthly or quarterly basis.

Fractional CFO / Controller / Finance Director

Strategic plan consulting
Financial and tax strategy consulting
Banking relationship assistance
Insurance and risk review
Auditor, board, and investor relations assistance and participation
Advisor to CEO
Contract and vendor management assistance
Best practices implementation
Finance staff mentoring and coaching
Month-end close assistance
Budgeting process assistance
Metrics and KPIs recommendations
Internal controls improvements
Revenue and cash flow forecasting
Financial statement improvement
Debt activity and compliance assistance
Accounting systems review and enhancement
Employee benefit plan review

BOLD denotes CFO functions

Consulting and Preparation

General payroll consulting
Payroll processing
Payroll tax return filings
Form 1099 preparation
Multi-state withholding (mobile workforce or remote work)
Payroll tax credits
Federal and state agency notice support
Employee fringe benefit taxation
Payroll tax planning and forecasting
Payroll system consulting
Buy-side transaction payroll tax due diligence
TPA services for 401(k)
Payroll accounting

Greg Smith

Greg Smith

AMO Practice Lead | Fractional CFO | Fractional Services Team Leader

Photo of Courtney Baskette

Courtney Baskette, CPA

Accounting Services Team Leader

Photo of Melissa Doumbia

Melissa Doumbia

Fractional Finance Director | Payroll Services Team Leader

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