We welcome your questions related to outsourced Bookkeeping, Accounting and CFO services. If you don’t find answers to your question here, we’re just a phone call or email away. Don’t hesitate to contact us.
Yes and no. A less traditional approach for many employers, the outsourced/fractional model allows you to gain expertise that you may not otherwise be able to afford. Moreover, you decide how much money you want to spend. Based on your budget, we work with you to establish goals, identify deliverables, and set priorities. So, it is part-time in the sense that you are not budgeting for a full-time position, but consultants are fully available. Our consultants are not working on the clock, and that is an added benefit to you! Once goals are set and agreed upon, you get all the time you need in order for us to meet agreed upon deadlines. You will not be disappointed!
It’s really about if you want to manage accountants and finance people or not. Our services allow you to get the same results without the added hassle and expense of hiring and managing employees.
You pay for time spent on your projects, and no more. You avoid the added costs and challenges of managing employees, and you benefit from industry professionals that stay current on GAAP compliance, accounting and finance best practices, and accounting software and systems that may benefit your organization.
We provide services to all kinds of customers – mainly small-medium sized businesses and nonprofits. It doesn’t matter what industry you are in; if you need help in the area of bookkeeping, accounting, taxes or CFO services, we can help. Our clients range from pre-revenue to $40M in revenue.
We’ll do all the hard work. Our team will take you through an onboarding process where we will learn more about your business and understand your processes and where your data lives. Don’t worry if you don’t have processes, we can help create them. From there, we’ll do the work, and you’ll get your financials every month.
No, you will have access to your books when you work with us, and your assigned Manager will work with you to curate a process that works for both parties when it comes to “who does what.”
It’s all about your business and what you need. Some clients need more services than others, and some companies are more complex than others. We will want to know the size of your organization, the type of help you need, and some specifics about the number of sources of data, and we’ll come up with a quote from there! Unlike many companies that bill on an hourly basis, we will set a price for services provided, helping businesses and organizations ensure that the job will get done and costs will not exceed their budget.
Simplicity Financial clients enjoy an average of 40% FTE reduction over a two-
year period. The implementation of improved systems, technology and added efficiencies often result in better outcomes, in less time, with less employees. However, the simplest measure of success comes from our clients. Often we are called because something is “broken” and the client typically wants what is broken to be fixed. We lend our expertise to both analyze the clients’ needs based on current operations and preferred outcomes, and then introduce a plan for “fixing” the problems while also implementing solutions that get you from where you are to where you always hoped you could be.