Outsourced Accounting Services

◆ CPA-Led · South Florida · Flat Monthly Fee

Outsourced Accounting Services
Your Entire Finance Department, Handled

Bookkeeping, controller oversight, and CFO strategy under one roof and one flat monthly fee. You stop managing accounting people and start reading accurate numbers — on time, every month.

✓ One fee, one team   ✓ No hourly billing   ✓ Month-to-month

The Real Problem

You Didn’t Start This Business to Manage an Accounting Department

Most growing companies end up with an accounting function nobody designed. A part-time bookkeeper who learned on the job. An office manager who inherited AP. A CPA who appears once a year. Software nobody fully configured.

It technically works — until someone leaves, or the bank asks for statements, or you need to know whether you can afford a hire and nobody can tell you with a straight face.

Outsourced accounting replaces that patchwork with one accountable team, one process, and one number to budget.

Time to Outsource If…
Your books close weeks late — or not at all
One person holds all the financial knowledge in their head
You’re the backup when your bookkeeper is out
Nobody is reviewing the bookkeeper’s work
You need controller-level skill but not a full salary
Hiring and replacing accounting staff is a recurring headache
Get a Free Financial Review →
What’s Included

Three Roles. One Team. One Fee.

Most firms sell you one layer. A complete outsourced accounting engagement covers all three — because accurate books without oversight, or oversight without strategy, still leaves you guessing.

📒

Bookkeeping

The Foundation
Transaction coding
Bank & credit card reconciliation
Accounts payable management
Accounts receivable & collections
Payroll coordination
Monthly close
📊

Controller

The Oversight
Monthly financial packages
Variance reporting
Internal controls & approvals
Chart of accounts design
Sales tax coordination
Year-end close & CPA handoff
🎯

CFO Advisory

The Direction
13-week cash flow forecast
Annual budget & planning
KPI dashboard
Profitability by line or job
Banking & lender support
Scenario modeling
The Cost Comparison

What Building It In-House Actually Costs

South Florida market salaries, before benefits, payroll taxes, software, training, or the cost of replacing someone who leaves.

Full-Time Bookkeeper
$55K+
per year
Controller
$110K+
per year
CFO
$250K+
per year
All Three, Outsourced
One fee
flat, monthly

You don’t need forty hours a week of any of these roles at $1M–$20M in revenue. You need their output. Outsourcing buys the output and skips the payroll, the recruiting, the turnover, and the management time.

The Transition

Switching Is the Part Owners Dread. It Shouldn’t Be.

A defined 30-day handoff, run by us, with no gap in your reporting.

1
Assess
We review your current books, systems, and processes and tell you honestly what shape they’re in — including whether a cleanup is needed first.
2
Clean & Configure
Reconcile accounts, rebuild the chart of accounts if needed, and set up the software and workflows the ongoing engagement runs on.
3
Run the First Close
Your first monthly package — financials, variance, and the numbers that matter — delivered on a schedule you can set your calendar by.
4
Layer In Strategy
Once the books are trustworthy, forecasting, budgeting, and profitability analysis go on top — the part that changes decisions.
In Practice

The Books Were Done. Nobody Was Checking the Math.

A growing construction management firm had bookkeeping that technically worked — transactions coded, accounts reconciled, financials produced. But gross margin kept landing about nine points under budget, month after month. Everyone assumed it was a timing issue that would even out. It wasn’t.

Controller-level review traced the gap to the pricing spreadsheet: to hit a 35% gross margin, the team was applying a 35% markup — which only earns a 25.9% margin. Every bid went out light, and the books faithfully recorded it without anyone asking why. That’s the gap outsourced accounting closes — not more data entry, but someone accountable for what the data says.

Read the full case study →

9 pts
of gross margin lost to a single formula — the silent difference between a 35% markup and a true 35% margin, caught in one review of the numbers
Common Questions

Outsourced Accounting, Answered

What is outsourced accounting?

Outsourced accounting means an external team handles your entire finance function — bookkeeping, controller oversight, and CFO-level strategy — instead of you hiring, training, and managing those roles internally. You get the output on a defined schedule for a flat monthly fee.

Is outsourced accounting cheaper than hiring in-house?

Generally yes for businesses under about $20 million in revenue. A bookkeeper, controller, and CFO hired separately in South Florida exceed $400,000 a year in salary alone before benefits and payroll taxes, while an outsourced engagement delivers the same functions for a fraction of that.

Do we have to fire our current bookkeeper?

Not necessarily. Many engagements keep a capable in-house bookkeeper handling day-to-day entry while we add the controller and CFO layers above them — review, reporting, and strategy. The right structure depends on what’s already working.

Does outsourced accounting replace our CPA?

No. Your CPA prepares and files tax returns. We run the ongoing accounting operation and hand your CPA clean, closed books at year end — which typically makes their work faster and less expensive.

How long does the transition take?

Most clients have clean, current books and their first monthly financial package within 30 days. If prior periods need reconstruction, that cleanup is quoted separately up front so there are no surprises.

What accounting software do you work in?

Primarily QuickBooks Online, along with the payroll, AP, and reporting tools that connect to it. If your current setup is workable we keep it; if it’s fighting you, we say so and fix it during onboarding.

Outsourced accounting for businesses across South Florida — Fort Lauderdale, Miami, and Weston.

Start Here

Hand Off the Accounting. Keep the Clarity.

A free 30-minute call with David Lopez, CPA. We’ll look at how your finance function is set up today and tell you plainly what’s working, what isn’t, and what it would take to fix it.

Or call directly: (954) 604-3411