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Services Undertaken by Your Outsourced Accounting Firm

You are a busy business owner and accounting responsibilities can be cumbersome. Outsourcing accounting services is a way of freeing up your time to focus on growing your business. One of the main reasons small to mid-sized businesses outsource accounting functions is to save money. What services can you outsource through your accounting firm? We’ll share some of those services with you, services we provide at CPA by Choice.

Accounting and Finance Consulting

You don’t have to have all your accounting needs and solutions figured out, we have years of experience to guide strategic initiatives for your business and assess projects. Our services include finance transformations. Our team works in public and corporate accounting and has business experience that allows us to confidently offer a wide range of accounting services, including:

  • Technical accounting

  • Non-profit and grant accounting

  • Management of the financial reporting process

  • Interpretation and application of changes to accounting standards

  • 10K and 10Q SEC filings

  • Accounting software consulting and implementation

  • Financial consolidation

CFO and Controllership Services

Controllership services are mid-level accounting functions and finance-related tasks performed by a controller. Some businesses have a CFO on staff who performs controllership services, this results in underutilizing the CFO’s expertise. We can assist by providing the financial reporting to the in-house CFO in order to maximize their role in the company. In short, we work closely with clients to enhance their financial and accounting processes for optimal business outcomes. Some of our CFO and Controllership services include:

  • Auditor/3rd party relationship management

  • Budgeting and forecasting

  • Cash flow and cost management

  • Financial audit readiness

  • Financial controls development

  • Financial KPI analysis

  • Financial planning

  • Project/department management


We work with different industries and understand the unique demands of your business, we can provide bookkeeping services that are tailored for your industry. Using online and paperless technologies, our team prepares source documents for all client transactions, operations, and other business events. We also assist our clients in migrating their accounting record system from a local to a remote server.

Tax Accounting

Keeping up with local, state, and federal tax laws can be more than a full-time job. We can help you stay compliant and minimize accounting and financial vulnerabilities that may affect your business operations. At CPA by Choice we have Certified Public Accountants on staff who can submit and declare taxes properly before established deadlines. Our tax experts will ensure that you are taking advantage of all possible deductions and credits for your business to help you keep your hard-earned money. Our experienced team is dedicated to tax preparation and tax planning. Our services include:

  • Business Tax

  • International Tax

  • Individual Tax

  • Non-Profit Tax

  • Sales and Use Tax

  • Tax Credits and Incentives

We know you already manage many responsibilities in your business, allow us to take on the accounting responsibilities. Find out how our professionals and personalized services can save you time, money, and frustration with managing your accounting, and tax needs. We are available to answer your questions, feel free to call us or send us a message.


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