Outsourced Accouting & Financial Services

Relieving your stress in a personalized package wrapped in a perfectly tied bow

When it comes to accounting and finance, all of the rules and regulations may be the same—but every business is unique. 

 

Cookie-cutter outsourced accounting is not going to help you analyze your company’s specific needs and position in a way that fosters growth. It is crucial to find the right provider, service, and package that suits your organization.

 

In addition to Check & Balance’s wide range of services, our options include hourly rates, monthly service packages, and project-specific customized proposals. We are flexible and willing to work with you to develop a package that compliments and benefits your business. Never worry about surprise fees or paying for services you don’t need.

 

Learn more about our available services below, or...

Full-Service Bookkeeping

From the new business owner who wants to start out on the right foot to the experienced entrepreneur who needs to clean up their records, our bookkeeping services will ensure organized financials through:

  • Daily transnational data entry for both accounts payable and receivable

  • Billings to clients

  • Payment processing to vendors

  • Cash receipt application

  • Credit card and bank statement reconciliation

Controller & CFO Services

Are you finding your needs and processes are growing more quickly than you can manage? Outsourced managerial accounting is a great option for companies with advanced requirements. As your external Controller and CFO, we will take care of:

  • Budget creation and maintenance

  • Asset schedule maintenance

  • Balance sheet reconciliation

  • Income statement preparation

  • Metrics data analyzing

  • Financial statement compilation and presentation

  • Corporate, sales, use, and tax filing and compliance

  • Financial forecasting

  • Cash management and cash flow projection

  • GAAP compliance

Business Financial Health & Consultation

Even clients with an existing accounting team sometimes need an outside eye on their numbers. Our consulting services will help you analyze current systems, build new ones, and develop better financial practices. Your financial health assessment includes:

  • Complete analysis of accounting practices, procedures, and financial data.

  • Identification of strengths and weaknesses within your accounting department.

  • Development of a customized accounting and financial framework.

  • Training and implementation of the new systems.

  • Monitoring of the progress to ensure desired results.

Job Costing and
Work-in-Process Accounting, Development & Reporting

As a construction or service-based business owner, you have very specific processes and requirements to follow. You need an expert who understands how your business and industry works. Our outsourced accounting services will help you to be more profitable and compliant through:

  • A review of your construction or service industry job costing system.

  • Improvement/development of the process so you can track the progress of your projects in real-time.

  • Maintenance of your job costing system.

  • Work-in-process reports to improve the accuracy of your accounting records by recognizing expenses and revenue within the month in which the work was performed.

Full-Service
Payroll

Taking care of your employees and ensuring their time, pay, and taxes are managed properly is a hefty responsibility. Leave it to a specialist who not only manages payroll but provides an entire platform to create a seamless process. You’ll enjoy:

  • Assessment of your payroll processes, procedures, and compliance.

  • Development of systems and procedures that instill confidence and accuracy in your records.

  • Full-service software to complete your taxes, withholdings, and filings.

  • Employer portal for managers to easily approve payroll and time.

  • Employee portal to manage personal information (W2, paystubs, and time clock).

Human Resources Compliance Review

Are you concerned about your company’s human resource management practices? Whether you’ve recently started growing your team or it’s been a while since you last reviewed your policies and procedures, an HR review can identify gaps and risks.

 

Check & Balance will evaluate your systems for compliance and make recommendations. If your business could benefit from full-service HR management, we’ll be happy to refer you to one of our trusted partners.

Accounting Software Implementation & Training

Education and knowledge is a critical part of successful accounting management. We will empower you and your team with: 

  • Full evaluation of your accounting software systems and recommendations for changes.

  • Implementation of your software.

  • Comprehensive training for you and your staff (with options for group and individual settings).

1:1 Training for Budding Bookkeepers

Bookkeeper training is available to both individuals who want to improve their knowledge in the area and business owners who want to invest in training for their staff. This training program comes as a cost-effective package and is customizable based on your needs. Typically, we’ll cover:

  • Journal entries

  • Accounts payable and receivable management

  • Collections practices

  • Bank reconciliations

  • Intro to financial statements

Notary
Public Services

It’s always helpful to have a trusted notary public at the ready! We are dually authorized in Massachusetts and New Hampshire. 

 

Pricing:

  • Existing Clients: FREE

  • New Clients: $5 per notarized page

 

Make an appointment today to get your documents notarized quickly and easily!

Book a Notary Appointment >

 
 
 
 
 
 
 
 
 

Have you run the numbers and they sum up to one or more of the above services?

Don’t see the exact solution you need?