Customized, flexible services from professionals with real-world experience. 

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)β€”on a weekly, monthly or quarterly basis. 


AMO Services

Outsourced Financial Management

Fractional CFO / Controller

  • Strategic plan consulting
  • Financial and tax strategy consulting 
  • Banking relationship assistance
  • Insurance and risk review
  • Board, auditor, and investor relations assistance
  • Advisor to CEO
  • Board and management meeting attendance
  • 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

Accounting Services

Bookkeeping and Financial Statement Preparation

  • Monthly or quarterly accounting
  • Month-end close
  • Financial statement preparation and compilations
  • A/R and A/P processing
  • State and federal reporting requirements
  • Sales and use tax filings
  • Fixed asset schedule preparation and upkeep
  • Other accounting records management
Payroll Services

Consulting and 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
  • Payroll processing
  • Payroll tax return filings
  • TPA services (401(k), HSA, FSA)
  • Payroll accounting
  • Form 1099 preparation

AMO Leadership Team

Greg Smith

AMO Practice Lead | Fractional CFO/Controller Team Leader

Courtney Baskette, CPA

Accounting Services Team Leader

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