Four ways the accounting function can deepen
These are planning paths, not fixed packages. Each card shows the recurring layer and the monthly starting point. Your estimator answers tell us which path is closest, and the final proposal confirms the exact responsibilities.
01Recurring foundation
Core Accounting
For a relatively contained business that needs dependable books, a disciplined close, and one accountable financial operating rhythm.
Typical recurring scope- Client Accounting Management coordination
- Recurring bookkeeping and reconciliations
- Monthly close discipline
- Standard P&L and balance-sheet reporting
- CPA-ready records and handoff coordination
Best fit: current books, lighter account volume, and a straightforward recurring system.
Check my Core fit
02Managed operations
Managed Accounting
For a growing operation where payroll, account volume, receivables, or recurring issues mean bookkeeping cannot live on an island.
Typical recurring scope- Everything in the Core layer
- Broader transaction and account workload
- More active issue and document follow-up
- Payroll coordination when in scope
- AP / AR operating support when in scope
- Stronger recurring review of the close
Best fit: more moving parts, more owner coordination, and a need for stronger control.
Estimate Managed scope
03Deeper operating ownership
Integrated Accounting
For businesses where the numbers are part of operating the company, not merely a record of what happened last month.
Typical recurring scope- Everything in the Managed layer
- Controller review and walkthrough depth
- Industry-specific accounting workflows
- More frequent visibility and issue detection
- Multi-system or multi-entity coordination
- Reporting built for management use
Best fit: accounting is becoming infrastructure and leadership needs clearer operating visibility.
See if Integrated fits
04Fractional finance team
Fractional Department
For complex or fast-moving businesses that need broader ownership across accounting, oversight, planning, and financial decision support.
Typical recurring scope- Everything in the Integrated layer
- High-complexity recurring accounting
- Controller plus CFO / advisory depth
- Forecasting, budgeting, and scenario support
- Broader process and stakeholder coordination
- Higher-touch financial operating cadence
Best fit: the alternative is beginning to look like several separate finance hires.
Build my department range
Starting points only. Your actual planning range is revealed after the estimator and confirmed after review. Historical cleanup, migrations, and unusual one-time projects are scoped separately.