What does "accountant on record" mean?

It means our firm is the named, accountable outside accounting party for your organization — the party an auditor, lender, or grantor can point to and rely on.

Is this the same as hiring a controller?

It provides similar oversight and reporting to an in-house controller, delivered as an outside service — typically at a lower and more flexible cost.

Can you work alongside our existing internal staff?

Yes, we frequently work alongside internal bookkeepers or office managers, providing the higher-level oversight and reporting layer.

Home / Outsourced Accounting & Accountant on Record

Outsourced Accounting & Accountant on Record

A full outside accounting function — without the overhead of building one in-house.

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Who this is for

Organizations without an internal finance team

Businesses and nonprofits that need ongoing accounting support but aren’t ready to build an internal team.

Companies between finance hires

Organizations that need continuity while transitioning or searching for internal finance staff.

Boards that want an accountant of record

Organizations that need a named, accountable outside accounting party for reporting and audit purposes.

What we do

Monthly close process

A consistent monthly close so financials are finalized on schedule, every month.

Financial reporting & analysis

Reports built for your board, lenders, or leadership team — not just raw exports.

Accountant on record

A named accounting partner of record for audits, grants, and lender due diligence.

Systems & process oversight

Ongoing review of your accounting systems and controls as your organization grows.

How we get started

1
Free consultation
We learn about your organization’s current accounting function and gaps.
2
Scope & onboarding
We define what’s in scope and get access set up securely.
3
Ongoing outsourced accounting
We become your outside accounting function, on a predictable monthly rhythm.

Common questions

What does "accountant on record" mean?: It means our firm is the named, accountable outside accounting party for your organization — the party an auditor, lender, or grantor can point to and rely on.
Is this the same as hiring a controller?: It provides similar oversight and reporting to an in-house controller, delivered as an outside service — typically at a lower and more flexible cost.
Can you work alongside our existing internal staff?: Yes, we frequently work alongside internal bookkeepers or office managers, providing the higher-level oversight and reporting layer.

Ready to talk about your books?

A 30-minute consultation is the fastest way to find out whether we’re the right fit — no pressure, no sales script.