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Monthly Accounting

We’re here to help your business thrive. We understand that managing your company’s finances can be a daunting task, especially when you have a multitude of other responsibilities on your plate. That’s why we’re here to offer our expertise and services to help you focus on what you do best: running your business.

Are you concerned about:

  • Having availability to competent and skilled employees?
  • Spending too much time putting out fires and not enough time “working on the business”?
  • Not having enough available time to reflect and strategize?
  • Keeping current with technology changes?
  • Just making do with limited resources or fighting turnover?
  • Your accounting functions not being efficient?
  • Your staff does not have enough time for key initiatives or objectives?

Benefits of our Monthly Accounting Services:

Realize Business Growth

Realize business growth as you focus on your operations, customer service, and strategy, not on your books. Managing your company's books and finances can be a time-consuming process that takes you away from other critical aspects of your business. By outsourcing your accounting needs to DeLeo & Company, you'll have more time to focus on growing your business, improving customer service, and refining your strategic objectives.

Scalability

Get the ability to scale up or down. With our accounting and outsourcing services, you have the flexibility to scale your business up or down as needed. We'll work with you to develop a customized accounting plan that can be tailored to meet your business's changing needs.

Insight

Gain timely, accurate insight into your financial and non-financial data to make important decisions regarding purchases, inventory, cash flow, expansion, and capital investments. At DeLeo & Company, we understand the importance of making informed business decisions. That's why we provide our clients with timely, accurate financial data that can help inform important decisions regarding purchases, inventory, cash flow, expansion, and capital investments. Our accounting and outsourcing services can provide you with the tools you need to make informed decisions that can help drive business growth.

Higher Value Activity

Increase your capabilities by redirecting internal resources to higher value core business objectives and revenue-generating activities. By outsourcing your accounting needs to DeLeo & Company, you can redirect your internal resources to higher value core business objectives and revenue-generating activities. This can help you grow your business and increase profitability.

Cost Minimization

Minimize employee-related costs, including benefits, training, and turnover in your company's accounting and finance departments. Hiring and retaining skilled accounting employees can be a significant expense for your business. With DeLeo & Company's accounting and outsourcing services, you can minimize employee-related costs, including benefits, training, and turnover. Our team of experienced accounting professionals is here to help you manage your finances without the hassle of hiring and training new employees.

Improve Processes

Improve internal accounting processes and controls. At DeLeo & Company, we're dedicated to helping our clients improve their internal accounting processes and controls. We'll work with you to identify areas for improvement and develop a plan to help you streamline your accounting procedures and reduce the risk of errors or fraud.

Leading Accounting Software

Gain access to leading accounting software without the additional responsibilities of upgrades and maintenance. Staying current with the latest accounting software can be a time-consuming process that requires ongoing upgrades and maintenance. With DeLeo & Company's accounting and outsourcing services, you'll have access to the latest accounting software without the additional responsibilities of upgrades and maintenance. Our team will handle all software updates and maintenance to ensure that you have access to the latest tools and technology.

Monthly Accounting Service Offerings

Monthly Accounting
The monthly accounting service is designed to help businesses with their day-to-day financial transactions. It includes recording monthly bank transactions, bank reconciliations, managing account reconciliations, preparing sales tax returns, maintaining fixed asset and depreciation schedules, recording payroll transactions, and preparing financial statements. The service provides businesses with timely and accurate financial information, allowing them to make informed business decisions.
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Outsourced Accounting
The outsourced accounting service is designed to provide businesses with an entire accounting department. It includes accounts payable processing, accounts receivable processing, administering and processing payroll, non-financial data load, dashboard and reporting, and financial statement preparation. The service helps businesses with their daily financial activities, providing them with accurate and up-to-date financial information.
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Fractional Controllership & CFO
The fractional controllership & CFO service is designed to provide businesses with an experienced CFO or controller. It includes acting as the business's CFO or controller, serving as the entire accounting department, developing dashboards for more robust reporting, tracking key performance indicators (KPIs), managing cash flow, preparing for audits, and reviewing and developing accounting system processes and procedures. The service helps businesses with their long-term financial goals, providing them with strategic financial planning and analysis.
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Financial Planning & Analysis (FP&A)
The financial planning & analysis service is designed to provide businesses with strategic financial planning and analysis. It includes planning and budgeting, projections, forecasting, reporting and data visualizations, and what-if scenarios/modeling. The service helps businesses with their long-term financial planning, providing them with actionable insights to help them achieve their financial goals.
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Accounting Technology and Data Solutions
The accounting technology and data solutions service is designed to help businesses with their accounting software and data needs. It includes accounting system assessments, accounting software implementation, and technology solutions such as Sage Intacct, QuickBooks Online, BILL, and AWS. The service helps businesses with their accounting software and data needs, providing them with efficient and effective solutions to manage their financial information.
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Why Choose Us?

DeLeo & Company’s accounting and outsourcing services are the perfect solution for your business. We’ll work with you to develop a customized accounting plan that meets your unique needs

Contact us today to learn more about our monthly Accounting Services and how we can help you succeed.

Free consultation