Outsourced Accounting Services

Do you struggle to manage and maintain your accounting—or lack a system altogether? Whether you’re a tech-savvy founder of some innovative startup business or the highly creative, capable owner of a promising craft brewery, the accounting learning curve can be pretty steep. In fact, it can feel downright frustrating, even scary at times, if you’re not confident about what you’re doing in regard to invoicing, accounts payable, payroll, accounting technology, and much more.

Joshua Lance CPA, LLC has the accounting experience and solutions to help. Whether you’re based in our hometown of Chicago or live somewhere else in the United States, we can work with you. By meeting virtually—or face to face if you prefer—we’ll personally collaborate to determine your outsourced accounting needs and happily assist you with your current cloud-based solution.

Don’t have a cloud-based accounting system? We’ll set it all up using one of our trusted technology providers. Your business will instantly operate more professionally and you can relax, knowing we’re taking good care of you! With our outsourced certified public accounting services…

Here’s what you get:

  • Set up a new cloud-based accounting system and/or sync to your current one
  • Manage your system or provide varying levels of support
  • Take care of billing and accounts receivable, including invoicing and recording activity
  • Maximize cash flow through an efficient, time-sensitive accounts payable process, including electronic bill pay and approval
  • Record all journal entry transactions, adjusting entries as needed
  • Reconcile monthly bank and credit card statements
  • Administer payroll, filings, journal entries, and tax forms
  • Provide analysis of future cash flows and payment timing
  • Customized monthly financial reports
  • Identification and analysis of Key Performance Reviews

And here’s what you can expect:

Peace of Mind. We’ve got a solid history working with startups, innovators, entrepreneurs, venture capitalists and other creative types. Based on all our experiences, we can equip you with the right reports, financials, tips and tools to move your business in the desired direction. When it comes time meet with investors, banks, auditors and others, you’ll be prepared and have what you need.

Technology Zen. Let go of all the trials and tribulations that accounting technology systems may bring. We’ll streamline processes and establish in-sync systems so information is available in real time and almost effortlessly. Curious what partners and providers we use? Cloud based software like Xero, Quickbooks Online, Unleashed, Stitch Labs, Shopify, BigCommerce, Square, Clover, and, of course, Gusto are just a few of our favorites.

Flexibility. We get that you are busy and your time is precious. And we get that you are an innovator and may have great ideas or legitimate concerns to bring to the table. In our collaboration with you, we promise to “meet” you where you are and honor whatever you share. In fact, this is key to creating the best customized solutions for your unique accounting needs.

To learn more about what makes Joshua Lance CPA, LLC unique, click here.

Contact us so we can customize the right package of services for you.