Outsourced Controller & Accounting Services

O’Connor & Drew, P.C. provides our clients with professional outsourced controller and accounting services as a cost effective way for businesses to improve the finance and accounting function. Get help right when your business needs it. At O’Connor & Drew, P.C., you have access to expert accountants and technology practices – from monthly accounting to controller – level oversight and review, the services you receive are tailored to meet your organization’s unique needs. We work with companies to handle time-consuming tasks by automating financial processes on the back end so they can focus on sales growth and customer service on the front end. We take advantage of advanced technology platforms to gain real-time visibility into your business by using best in class cloud based software to automate tasks and transactions.

Outsourced Accounting Service Offerings

Day to Day Accounting
  • Revenue and accounts receivable
  • Expenses and accounts payable
  • Recording financial transactions
  • Balance sheet reconciliation
Controller Services
  • Preparation of financial statements in accordance with GAAP
  • Budget analysis and cash flow forecasting
  • Work with outside CPAs on planning and fieldwork for attestation services and tax compliance
Financial System Setup & Review
  • Implement best in class cloud based accounting system such as QuickBooks, Xero, Netsuite, etc.
  • Assist with accounting system conversion
KPI / Business Analysis
  • Budgeting and budget variance analysis
  • Profitability analysis and trend analysis
  • Forecasting and financial statement projections
  • KPI dashboard and scorecard development
HR & Payroll
  • Payroll and HR platform setup with easy to use platforms
  • Payroll and benefit administration
  • Automate employee onboarding and expenses reimbursement
  • Integrate with accounting systems
Equity Plan Management
  • Equity plan management platform setup
  • Partner with lawyers and HR to ensure automation
  • Employee / contractor stock issuance and analysis
  • Equity funding coordination

Outsourced Accounting Service Sheet

The Benefits of Accounting

It’s amazing what businesses can gain by outsourcing their finance and accounting functions. A company can instantly have more time to focus on growing their business rather than running it, get professional guidance in real-time, reduce errors with enhanced processes and technologies, increase compliance measures, and have the ability to scale resources as needed. Additionally, it alleviates the burden of hiring, training and maintaining accounting staff.

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