Outsourced Accounting & Financial Management
Delivering accounting services to businesses seeking to outsource their financial management — so you can focus on running your business while we handle the numbers.
Our client accounting services are designed to work hand-in-hand with our CFO advisory work — giving you a fully integrated financial team without the overhead of building one in-house.
What We Handle For You
Eight core accounting and financial management functions — handled accurately, delivered on time, every month.
Outsourced Accounting
We deliver full-service accounting to businesses seeking to outsource their financial management — maintaining accurate records, managing your books, and ensuring your financials are always current and reliable.
- Full-service bookkeeping and general ledger maintenance
- Bank and credit card reconciliations
- Chart of accounts setup and optimization
- Accounting software management (your platform or ours)
Financial Planning & Analysis (FP&A)
We provide in-depth financial insights to improve decision-making and maximize profitability — turning your numbers into actionable intelligence for leadership.
- Monthly financial performance analysis
- Profitability and margin analysis
- Key performance indicator (KPI) tracking
- Executive-level financial reporting
Cash Flow Forecasting & Management
We help businesses maintain healthy cash flow and plan for future financial needs — giving you clear visibility into your liquidity position at all times.
- Short and long-term cash flow forecasting
- Working capital analysis and management
- Cash position monitoring and reporting
- Liquidity planning and scenario modeling
Budgeting & Financial Modeling
We develop accurate financial models and budgets to drive strategic growth — providing the financial framework your business needs to plan, execute, and measure results.
- Annual budget development and management
- Multi-scenario financial modeling
- Budget vs. actual variance analysis
- Rolling forecast updates
Risk Management & Compliance Guidance
We identify potential financial risks and ensure businesses comply with regulatory standards — protecting your business and keeping your financial operations on solid ground.
- Internal control assessment and improvement
- Regulatory compliance monitoring
- Financial risk identification and mitigation
- Audit preparation and support
Month-End Financial Reviews
We conduct comprehensive financial reviews with key management personnel to assess business performance — ensuring your leadership team always has a clear, accurate picture of where the business stands.
- Monthly income statement and balance sheet review
- Cash flow statement preparation
- Management discussion and analysis
- Action items and follow-up tracking
Project-Based Accounting Solutions
Need targeted accounting support for a specific initiative? We offer short-term, high-impact project engagements — the same senior-level expertise, scoped to your immediate need.
Accounting System Setup & Cleanup
Get your books in order fast. We set up, restructure, or clean up your accounting system so your financials are accurate and audit-ready.
Historical Bookkeeping Catch-Up
Behind on your books? We get you current — reconciling past periods, correcting errors, and delivering clean financials you can rely on.
Financial Statement Preparation
Need financials for a lender, investor, or board? We prepare accurate, professionally formatted financial statements ready for external review.
Budget & Forecast Build
We build a complete budget or financial forecast from scratch — giving your leadership team a clear financial plan to execute against.
Audit & Due Diligence Support
Preparing for an audit, a sale, or investor due diligence? We organize your records, prepare supporting schedules, and ensure your financials hold up to scrutiny.
Software Migration & Onboarding
Switching accounting platforms? We manage the migration, ensure data integrity, and get your team up and running on the new system quickly.
Software We Work With
We work with a wide range of accounting and ERP platforms. The list below represents some of the software we commonly support — it is not all-inclusive. If you use a different platform, reach out and we'll let you know how we can help.
Why Clients Choose AFD Accounting Services
Senior-Level Oversight
Your accounting is reviewed and overseen by an experienced CFO — not handed off to a junior staff member.
Integrated with CFO Advisory
Our accounting team works directly with your fractional CFO — so your books feed directly into your strategic financial reporting.
Fixed Monthly Pricing
Predictable, transparent pricing with no hourly billing surprises. You know exactly what you're paying every month.
Custom Executive Dashboard
A customized executive dashboard is developed during the initial engagement period based on the client's reporting needs and available financial data.
Ready to Outsource Your Accounting?
Whether you need a full accounting team or want to strengthen your existing financial operations, we'll design an engagement that fits your business and your budget.