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.


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:

  • QuickBook Online Conversions – Onboarding and Implementation 
  • SAGE Intacct Implementation & Training 
  • Financial Statement Analysis & Review Meetings
  • Accounting Systems Assessment & Advisement 


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


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:

  • Budget & Forecasts
  • Financial Ratio & Industry Benchmarks Reporting 
  • KPI & Insight Reporting 
  • Custom Reporting and Real-time Financial Dashboards

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)
  • Fathom Reporting
  • Sage Intacct
  • SurePayroll
  • QBO Payroll

Professional Bookkeeping

Our comprehensive bookkeeping service is designed to cater to the unique needs of businesses, ensuring that your financial records are accurate, up-to-date, and compliant with regulations. With our team of highly skilled and experienced professionals, we take care of the nitty-gritty details, so you can focus on what truly matters – driving your business forward.

Professional bookkeeping services include:

  • Sales and Use Tax Reporting 
  • Family Office Services 
  • Accounts Payable and Accounts Receivable (BPO)
  • General Ledger Administration
  • Payroll Implementation & Onboarding 
  • Payroll Processing & Support
  • Recording and/or Reconciling Accounts
  • 1099 Reporting

Sage Intacct

Sage Intacct accounting software streamlines and upgrades workflows via a dynamic user interface. It is a favored bookkeeping platform across all industries due to its integrations with popular cloud services like ADP and Salesforce. 

Our team of experienced Sage Intacct accountants can scale the features of this comprehensive cloud accounting platform to businesses of all sizes. Many businesses are converting to the platform to streamline accounting and tax planning using a multilayered, unified interface. Sage Intacct’s automated workflows and reports make it possible to replace multiple programs with one platform.

Here’s a look at what’s covered for core financials and billing:

  • Accounts payable
  • Accounts receivable
  • Cash management
  • Order management
  • Purchasing
  • Contract and subscription billing
  • Project costing and billing
  • Revenue recognition

We can assist you with customization for automating the platform’s options for currency conversions, inter-entity transactions and local tax reporting. Sage Intacct allows you to build dashboards and reports for real-time business visibility. Our team of Sage Intacct CPAs will guide you through the process of setting up reporting schedules to optimize indicators. This accounting software also provides reporting and analysis across multiple business entities. This allows for easy collaboration and planning across your enterprise.

We also know that it can be even harder to struggle with an accounting workflow that doesn’t make you competitive. Combining Sage Intacct’s streamlined accounting software with our CPAs’ expertise can help play a crucial role in keeping you informed about your organization’s financial progress. 

Contact our team today at cas@htbcpa.com to discuss how our Sage solutions products can help you today.