Outsourced Accounting & Advisory 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:
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:

QuickBooks Desktop or QuickBooks Online?

While it may seem like the difference between QuickBooks Desktop and QuickBooks Online is minimal, the truth is that each provides a unique experience and exclusive features. When QuickBooks Online was first released in the early 2000's it was seen as a "light" version of the Desktop version. Since then it has evolved and grown to be just as versatile and robust, and in many cases, it includes features the Desktop version simply doesn't offer.

QB Desktop is still one of the most popular and powerful accounting software programs on the market, but it's Online cousin is quickly becoming the "go-to" software for business owners looking to streamline and automate how they run their company. With that said, QB Online isn't for everyone, so it's important to determine what features are a top priority for your business and decide what exclusive features you need prior to making a purchase decision. Would you like to work from anywhere using your smartphone? Do you want to streamline the collaboration process with your accountant? How many people will need access? Do you need to integrate other cloud-based apps? Do you require ongoing technical support? These are just a few questions highlighting the differences between the two QuickBooks programs, so before you make any decisions, here's a look at some of the key differences:

QuickBooks logo

QuickBooks Desktop:

  • One-time purchase fee (excludes support and feature updates)
  • User Access: Pay per user
  • Download bank transaction automatically - Not included
  • Cloud access (hosting) - Additional fee
  • Desktop/laptop access - No mobile option
  • Company data restoration - Not included
  • Calculate and rebill job costs - Included
  • Calculate discounts by customer - Included
  • Requires a deeper understanding to properly utilize its full functionality compared to the Online version
QuickBooks Online logo

QuickBooks Online:

  • Ongoing subscription / Software as a Service (SaaS) model
  • User Access: Up to 25 users included
  • Download bank transactions automatically - Included
  • Cloud access (hosting) - Included
  • Smartphone access via the QB mobile app
  • Company data restoration - Included
  • Calculate and rebill job costs - Not included
  • Calculate discounts by customer - Not included
  • Quick adoption and easy to use. Minimal learning curve when compared to the Desktop version

Next step:

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

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