Outsourced Advisory & Accounting Services

We'll build a customized accounting package for your business based upon current needs and anticipated growth. We can do all of the work for you, or simply assist your in-house staff. Porte Brown prices its Bookkeeping, Accounting and CFO / Controller Services based upon the number of transactions as well as the complexity of the month-end close including number of balance sheet accounts to be reconciled and the complexity of the reporting package.

Service Level Options:

3 business people in a meeting reviewing a financial document

01

SERVICE LEVEL

Advanced Bookkeeping

QuickBooks Online (QBO) Dashboards
Cash Basis Monthly Transaction Entry
Credit Card Transaction Entry
Bank Reconciliations
Credit Card Reconciliations
Payroll Processing
Payroll Tax Filing
Sales Tax Filing
1099 Reporting
Billing / Invoicing

Starting at: $1,000/mo.

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Additional Services:

Accounting Technology - Needs Analysis, Quarterback
HR Services
Multi State Checkups
QuickBooks System Design & Optimization
Retirement Plan Administration
Tax Planning & Preparation
Union Reporting
Valuation & Transition Planning

4 people in a business meeting reviewing financial documents

02

SERVICE LEVEL

Monthly Accounting

QuickBooks Online (QBO) Dashboards
Accounts Payable Entry & Bill Payments
Accounts Receivable Entry
Expense Reporting
Journal Entries & General Ledger Maintenance
Fixed Asset & Depreciation Tracking
Month End Close
Financial Statement Preparation & Analysis
Job Costing
Department / Location / Class Tracking
Inventory Reconciliation

Starting at: $2,500/mo.

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Additional Services:

Accounting Technology - Needs Analysis, Quarterback
HR Services
Multi State Checkups
QuickBooks System Design & Optimization
Retirement Plan Administration
Tax Planning & Preparation
Union Reporting
Valuation & Transition Planning

CFO reviewing financial documents

03

SERVICE LEVEL

CFO / Controller & Advisory Services

Cash Flow Forecasting
Financial Projections
Budgeting & Budget Vs. Actual Reporting
Customized Dashboard & KPI Development
Process & Procedure Documentation & Implementation
Internal Control Structuring
Audit Preparation & Liaison With Audit Firm
Liaison to Legal Council & Banking Representatives

Request Quote

Additional Services:

Accounting Technology - Needs Analysis, Quarterback
HR Services
Multi State Checkups
QuickBooks System Design & Optimization
Retirement Plan Administration
Tax Planning & Preparation
Union Reporting
Valuation & Transition Planning

Next step:

Please contact Porte Brown’s Outsourced Advisory & Accounting Services leader, Danielle Martin, CPA, at 847-956-1040.

We Help You Get to Your Next Level™

Get in touch today and find out how we can help you meet your objectives.

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