What does a full finance pod include?

A blended team — bookkeeper, accountant, and senior reviewer or controller — covering transaction processing, AP and AR, payroll, close, and reporting under one engagement.

How is this different from hiring in-house?

You get a team with built-in coverage and review instead of a single hire, at a fraction of loaded cost, and you can scale hours up or down as volume changes.

Can we keep some functions in-house?

Yes. Most clients keep approvals and treasury internal while outsourcing processing and close. We map the split explicitly during onboarding.

What happens if a team member is unavailable?

Every engagement is documented and staffed with a reviewer who knows the account, so coverage continues without a handover gap.

Hourly, by seniority: $6/hr for a junior bookkeeper, $9/hr for an accountant, and $12/hr for a senior accountant or controller. Full-time cover of 160 hours a month works out to $960, $1,440, and $1,920 respectively. You only pay for hours worked, billed monthly on Net 7 terms with no lock-in beyond a 30-day notice period.

How quickly can we start?

Discovery and access setup take 1–3 business days. Most clients are in steady state within two to four weeks, faster when the books are already current and longer when historical catch-up is needed.

How do you keep our financial data secure?

Access is least-privilege and role-based, data is encrypted in transit and at rest, every team member is under NDA, and we work inside your systems rather than exporting data to ours. You can revoke access at any time.

Service

Your entire back office, run as one dependable function.

A dedicated finance pod covering bookkeeping, AP, AR, payroll, close, and reporting — documented in SOPs so the process outlives any individual.

One accountable team instead of scattered vendors

Process continuity independent of staff turnover

Materially lower cost than an in-house department

What you get

Scope is written down before we start, so there is never a question about who owns what.

The pod

Dedicated bookkeeper, accountant, and reviewer assigned to you
Named account lead as your single point of contact
Backup coverage so nothing stops during leave

Process & controls

Documented SOPs for every recurring finance task
Approval matrix and segregation of duties
SLA-tracked turnaround times with monthly reporting

Scope covered

Bookkeeping, reconciliations, and month-end close
AP processing and AR collections
Payroll coordination and compliance support
Management reporting and CPA liaison

Delivery timeline

The operating cadence once your account is live.

Daily

Transaction operations

Bookkeeping, AP, and AR queues worked every business day.

Weekly

Ops review

SLA check, cash view, and open-item digest to your team.

Business day 5

Close complete

Books closed on the agreed calendar.

Monthly

Service review

Reporting pack, SLA performance, and process improvements.

Onboarding schedule

From kickoff to steady state, with realistic durations.

Weeks 1–2

Process mapping

Current workflows documented and target state agreed.

Weeks 2–4

SOP build & transition

SOPs written, access granted, and the pod trained.

Month 1

Parallel run

We run alongside your team before taking full ownership.

From month 2

Steady state

Full ownership under agreed SLAs and reporting.

Tools we work in

QuickBooks Online
Xero
Bill.com
Gusto
Ramp
Slack
Notion

Results from finance process outsourcing engagements

Filter by the industry closest to yours to see the work and the numbers behind it.

Marketing Agencies

DSO down 26 days without a single awkward client call

Performance agency, 90 active retainers

Days sales outstanding: 58 → 32 days
Cash pulled forward in 90 days: $610K
Invoice issue lag, from 12: 3 days

Challenge. Invoices went out late and collections were ad hoc, so cash was consistently tight in the first half of each month.

What we did. Fixed billing calendar, automated dunning sequences by aging bucket, and a weekly collections review with the account leads.

Healthcare

Payroll across four states with zero filing penalties

Multi-site clinic group, 210 staff

Employees paid on cycle: 210
Late or penalized filings in 24 months: 0
Admin time saved per pay run: 9 hrs

Challenge. Shift differentials and multi-state withholding were handled manually, producing recurring corrections and two late filings.

What we did. Standardized pay codes, built a pre-run audit checklist, and took ownership of the filing calendar across all jurisdictions.

Manufacturing

Three-way match applied to every invoice, on time

Contract manufacturer, 300+ vendors

Invoices processed: 1,400/mo
Annual early-pay discounts captured: $46K
Duplicate payments since go-live: 0

Challenge. Invoice approvals sat in email, duplicate payments slipped through, and early-pay discounts were routinely missed.

What we did. Bill.com approval routing tied to PO and receipt data, plus a weekly payment run with a documented exception queue.

Nonprofits

Full back office outsourced, restricted funds tracked cleanly

Grant-funded nonprofit, $9M budget

Grants tracked to restriction: 17
Annual back-office cost saved: $118K
Two consecutive audit opinions: Clean

Challenge. One overloaded staff accountant handled AP, payroll, and grant reporting — restricted balances were frequently misstated.

What we did. Took over the transactional finance function end to end, with fund-level tracking and a monthly grant compliance pack.

Small & Medium Businesses

Working capital freed on both sides of the ledger

Regional distributor, $22M revenue

Working capital released: $840K
Average collection period: 41 → 29 days
Cash position reporting: Weekly

Challenge. Receivables aged quietly while payables were paid the day they arrived, squeezing cash in a seasonal business.

What we did. Aligned collections and payment runs to a single weekly cash cycle with clear terms enforced on both sides.

“Collections used to be my job on Friday nights. Their team handles the whole aging cycle and our cash position improved within a quarter.”

Elena R.

Managing Partner, growth agency

Marketing Agencies

“Multi-state payroll stopped being a source of anxiety. Two years in, not one correction or late filing.”

Dr. Alan M.

Operations Director, clinic group

Healthcare

“Invoices are matched, approved, and paid on a schedule I can plan around. We're finally capturing early-pay discounts.”

Ken T.

Controller, contract manufacturer

Manufacturing

“Restricted funds are tracked correctly and our audit was clean two years running. That was never true before.”

Miriam L.

Executive Director, nonprofit

Nonprofits

“Receivables and payables now run on one weekly cycle. We stopped guessing about cash in our slow season.”

Victor A.

General Manager, regional distributor

Small & Medium Businesses

Want results like these for your business team?

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FAQ

Finance Process Outsourcing questions, answered

Scope, timelines, security, and pricing — the things prospective clients ask before handing this function over.

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