Optimize your financial processes and experience success with our expert outsourced accounting and controller services.
Don't react to your financial situation, work with us and utilize our reports & financial advice to grow your business.
When you’re ready to add more organization to your small business beyond clean books, hire our accountants to take your finances to the next level.
Don’t let your business become just a number at another New York accounting firm. Get the personalized attention you need with big-firm experience & boutique firm attention.
Let our team handle your day-to-day accounting tasks so you can focus on running your business and growing your profits.
When you hire us, our boutique accounting firm will give you the personalized attention you need. We create tailored solutions for every business to address your individual needs.
We’ve worked in some of the nation’s top accounting firms, and have more than 10 years of auditing experience to provide your business with the expertise it needs.
We use the industry’s top accounting technology and software to ensure financial data is accurate and efficient.
We’ll perform complete outsourced accounting and controller tasks, including invoicing, expense management, employee reimbursements, and more.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
Our accountants have the robust experience from working with some of the top accounting firms in the country.
Every service we offer is reviewed by an experienced CPA who will ensure it is accurate and flawless.
We use the industry’s top technology for efficient financial data gathering, reporting, and presentation.
We have more than a decade of experience in accounting and auditing, working for some of the top accounting firms.
We offer personalized solutions to help our clients meet specific business challenges and goals.
Unlike the big accounting firms, we give you the personalized attention you need to help your company succeed.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
When your business grows and needs more accounting help than just getting your books cleaned up and organized, you can benefit from our Outsourced Controller Services.
Our CPAs can handle all of your accounting needs, including implementing robust accounting processes and workflows, month-end close, and financial reporting. We also offer additional financial support such as staffing, invoicing, bill pay, expense management, and employee reimbursements.
Call our accounting experts at Complete Balance Accounting & Consulting for all of your controller and accounting needs. We will help you efficiently and accurately perform accounting and reporting services. Get complete Outsourced Controller Services. Schedule a Consultation with our CPAs.
What is an outsourced controller, and what do they do?
An outsourced controller oversees your financial operations, providing higher-level financial analysis and guidance. They handle tasks like managing month-end close processes, preparing detailed financial reports, overseeing compliance, and implementing internal financial controls. Essentially, they bridge the gap between day-to-day bookkeeping and strategic financial decision-making.
How does an outsourced accounting department differ from hiring in-house staff?
An outsourced accounting department provides a team of financial professionals—bookkeepers, accountants, and controllers—at a fraction of the cost of hiring an in-house team. You get access to a broader range of expertise, advanced tools and technology, and scalable services tailored to your business’s needs without the overhead of salaries, benefits, and training costs.
Why should I outsource my accounting processes?
Outsourcing your accounting lets you focus on what you do best—running your business—while leaving the numbers to professionals. It’s often more cost-effective than hiring an in-house bookkeeper, and you get access to a team with a wide range of expertise. Plus, with a dedicated accounting partner, you’ll have consistent, accurate financial records, better insights for decision-making, and peace of mind knowing everything is handled properly. It’s a smart move for efficiency, accuracy, and growth!
How do I know if I need an outsourced controller instead of just bookkeeping services?
If your business is growing, becoming more complex, or you need more financial insights for decision-making, it might be time for an outsourced controller. Controllers provide deeper financial analysis, oversee month-end closes, manage internal controls, and ensure compliance. Bookkeeping focuses more on day-to-day transaction recording and reconciliation.
Can I outsource specific parts of my accounting, or do I need to use all your services?
You can absolutely outsource just the parts of your accounting that make sense for your business! Whether you need help with monthly bookkeeping, payroll processing, financial reporting, or catching up on overdue records, we can tailor our services to fit your needs. During our discovery call, we’ll chat about your goals and challenges, then create a customized plan that works for you.
How do you communicate updates and reports?
We keep communication clear, consistent, and easy to follow. Most updates and monthly financial reports are shared via email, along with a summary highlighting key insights or action items. For more detailed discussions, we’re happy to schedule video calls or check-ins as needed. Plus, you’ll always have access to your financial data through our secure client portal, so you can check in anytime. Transparency and open communication are at the heart of how we work!
How does outsourcing save me money?
Outsourcing your accounting can be significantly more cost-effective than hiring an in-house employee. With outsourcing, you avoid expenses like salaries, benefits, payroll taxes, training, and office space. Instead, you only pay for the services you actually need. Plus, our team’s expertise helps prevent costly mistakes, ensures compliance with financial regulations, and provides valuable insights to improve your business's financial health. In short, you get professional-level support without the overhead of a full-time hire!
How do I transition my accounting to your team?
We make the transition process smooth and stress-free! During our kickoff call, we’ll guide you through every step, including gathering essential documents, securing login credentials, and transferring access to your accounting software. If you're switching from another bookkeeper or accounting team, we’ll also help coordinate the handoff to ensure nothing gets missed. Our goal is to handle the heavy lifting so you can focus on running your business while we get everything up and running seamlessly.
Can you provide financial strategy and advice, or just reporting and compliance?
We go beyond just reporting and compliance! Our team can offer financial strategy and advice to help you make data-driven business decisions. This includes cash flow management, budgeting, forecasting, and guidance on financial planning to help you meet long-term goals.
How do you work with my tax preparer or CPA?
We work closely with your tax preparer or CPA to ensure they have clean, accurate financial data when it’s time to file taxes or perform audits. If you don’t already have a tax professional, we can connect you with trusted partners from our network to make sure you’re covered.
What happens if I face an audit?
If you face an audit, we’ll assist by providing all the necessary financial records and reports. While we’re not auditors ourselves, we’ll ensure your records are accurate, organized, and ready for review.
Can you assist with payroll processing?
Yes! We offer payroll services through the Gusto Partner Program, a trusted platform known for its efficiency and user-friendly interface. Whether you need help setting up payroll, managing ongoing payroll runs, or ensuring compliance with tax and labor regulations, we’ve got you covered. We’ll also ensure payroll expenses are accurately recorded in your financial records and seamlessly integrated into your accounting system.
Can your team scale with my business as it grows?
Absolutely! One of the biggest advantages of outsourcing is scalability. Whether you’re a startup, a growing business, or an established company, our team can adjust the level of service to match your evolving needs. As your business grows, we can add more advanced financial services, additional reporting, and strategic support to ensure your financial operations remain smooth and effective.
Complete Balance CPA does outstanding work Christina is efficient, knowledgeable, and incredibly professional. She helped me decode and manage my accounts with expert guidance and clear communication. Highly recommended!
