Outsourced Accounting

Managing a business is a complex task that requires organization, focus and attention to be effective. There are many areas that demand management’s attention including client development, strategy design and execution, employee management and so many others. One thing that often ends up on the bottom of the list is accounting. While it’s a critical function that ensures compliance and generates important financial information, it is also an area most don’t have the time or expertise to manage internally. The result is often an un-optimized process that delivers limited value.

The Client Accounting and Advisory Services team at HTB works with companies to provide the structure and expertise needed to effectively manage the accounting function. From payroll processing to technology solutions, our team has the practical experience to set up, refine and guide your efforts.

Transactional AccountingOutsourced Controller ServicesOutsourced CFO ServicesAdvisoryTechnology SolutionsQuickBooks Online
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Transactional Accounting

Our transactional accounting services ensure accurate, up‑to‑date records so you can focus on running and growing your business.

Transactional accounting services include:

  • Accounts Payable + Accounts Receivable (BPO)
  • Recording and/or Reconciling Accounts
  • Sales + Use Tax Reporting
  • 1099 Reporting
  • Family Office Services

Outsourced Controller Services

Once the month comes to a close, with bills settled and payroll processed, oftentimes management and business owners breathe a sigh of relief. The necessary accounting work is completed, but many don’t have an understanding of the company’s performance by closing books and providing an assessment of the business. When a business is growing, they evolve where they need financial guidance from a controller.

Our team works with management to act as advisors, interpreters, coaches and confidants to help prepare, understand and analyze key financial information. As your controller, we will supply you with the tools and resources needed to fulfill your financial responsibilities that help positively impact profitability and enhance company performance.

Controller services include:

  • Cashflow Management + Analysis
  • Inventory Management Accounting
  • Financial Statement Preparation
  • Multi-Entity Consolidated Reporting

Outsourced CFO Services

Our CFO services go beyond traditional accounting functions to provide businesses with strategic financial leadership and guidance. We work with businesses to develop comprehensive financial strategies that align with their goals and objectives. From budgeting and forecasting to cash flow management and risk assessment, our CFO service provides valuable insights and recommendations to drive growth and maximize profitability. By leveraging our expertise, businesses can make data-driven decisions and achieve long-term financial success.

Our goal is to improve operational efficiency, reduce costs, and save valuable time and resources for businesses. With our focus on optimizing financial workflows, businesses can free up their internal teams to focus on core activities while ensuring that financial operations run smoothly and accurately.

CFO services include:

  • Budgeting + Forecasting
  • Financial Ratio + Industry Benchmarks Reporting
  • KPI Analysis + Performance Reporting
  • Custom Reporting + Real-Time Financial Dashboards

Advisory

It’s all about going beyond traditional accounting and auditing functions. Our advisory services focus on providing strategic advice and guidance to help businesses improve their operations, make informed decisions, and achieve their financial goals. We work closely with you to gain a deep understanding of your business goals, challenges and industry dynamics. This allows us to develop tailored strategies that align with your vision and drive sustainable growth.

Advisory services include:

  • Financial + Performance Advisory
    Financial Statement Analysis + Review
  • Accounting Systems + Process Advisory
    Accounting Systems + Procedures Assessment
    Payroll Consulting + Reporting Assistance
    Recommendations to Improve Accuracy, Efficiency, and Scalability
  • Software Implementation + Training
    QuickBooks Online Conversions, Onboarding + Implementation
    Sage Intacct Implementation + Training
  • Technology + Industry‑Specific Solutions
    Accounting Technology Advisory
    Restaurant365 Implementation + Support

Technology Solutions

Whether you’re a small start-up or an established enterprise, our technology solutions encompass a wide array of offerings that will propel your business forward. We specialize in state-of-the-art cloud-based accounting software that simplifies your financial processes, providing real-time insights into your company’s financial health. These software solutions integrate seamlessly with your existing systems, ensuring a smooth transition and minimal disruption to your day-to-day operations.

HTB is proud partners with the following software:

  • QuickBooks Online
  • Bill.com (A/P Management)
  • Intuit Enterprise Suite
  • Restaurant365
  • Sage Intacct
  • QBO Payroll

QuickBooks Online

QuickBooks Online is a flexible cloud-based accounting platform that helps businesses stay on top of their finances from anywhere. With real-time access to financial data, business owners can better understand performance, track cash flow, and make more informed decisions throughout the year.

Our outsourced accounting team works with businesses at every stage, from initial setup and cleanup projects to ongoing bookkeeping, accounting, and advisory services. Whether you’re transitioning from another accounting system or looking to get more value from your current QuickBooks environment, we can help tailor the platform to fit your needs.

Here’s a look at some of QuickBooks Online’s key capabilities:

  • Automated bank and credit card feeds
  • Cash flow monitoring and management
  • Accounts payable and bill pay solutions
  • Multi-level approval workflows
  • Vendor management and 1099 processing
  • Accounts receivable management and customer payment solutions
  • Sales tax tracking and reporting
  • Payroll administration, including time tracking, tax compliance, and employee self-service tools
  • Job costing and project tracking
  • Class and location tracking for enhanced reporting
  • Budgeting and forecasting
  • Custom financial and management reporting
  • Secure multi-user cloud access

Beyond day-to-day transaction processing, QuickBooks provides reporting tools that help business owners gain better visibility into financial performance. Our team can help customize reports, improve workflows, and establish processes that support accurate, timely financial information.

By pairing QuickBooks Online with experienced accounting professionals, we help clients spend less time managing the books and more time focusing on running and growing their business.

Contact our team today at cas@htbcpa.com to learn how QuickBooks Online and our outsourced accounting services can support your organization.

Professionals

 
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Amy N. Varnado
CPA

Michelle D. Garbiras
CPA

Samantha R. Laramore
CPA

Industries We Serve