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.
Request Quote
Additional Services:
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:
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
Custom Quote
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Additional Services:

Next step:

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

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

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