Outsourced Accounting & Controller Services: Outsourced, Not Offshored
Outsourced Accounting
Clean books are the bedrock of business owner wealth.
There are two things you never have to convince a business owner to buy: bookkeeping and tax advice. The problem is that most bookkeeping is built for the IRS, not for you. It tells you what you spent. It doesn’t tell you what to do next.
Our outsourced controller services are run by a finance team, not a compliance shop. Your books are kept by people who also build forecasts, talk to banks and prepare companies for sale, so the categories, reports and cash planning are designed for the decisions you actually face. Everything is done here, in Columbia, SC, by our team. Outsourced, not offshored.
It’s been the fastest-growing part of our firm this year, and it’s open to any company, not just our consulting clients.
Bookkeeping that reports against your goals
Monthly financials that compare actual performance to budget and forecast, so you know whether you’re on track toward the owner goals we set together, not just whether the bank account went up.
Categories built the way you think
No generic catch-all buckets. Revenue and expenses are organized by the way you run the business: by service line, by division, by LLC. When to add detail? After your first $200K in revenue; the moment you add a second service line, even with the same labor; and as soon as multiple entities (a fleet LLC, a real estate LLC, an operating company) contribute to one business. Your future self will thank you.
Cash flow planning and owner draws
Most owners watch the bank balance and hope. Better bookkeeping predicts cash and plans for the draws that matter (tuition, the second home, the trip to Europe) without starving the business.
Exit-ready from day one
Books kept to M&A and banking standards from the start. When a buyer or a bank asks for three years of clean financials, they’re already there. No cleanup project before the sale.
Controller-level oversight
Month-end close, reconciliations, AR/AP discipline, and a finance professional reviewing every set of statements before you see them. Add a fractional CFO when you’re ready for someone to act on the numbers, not just produce them.
Credentials
QuickBooks ProAdvisor · NACPB Professionally Certified · CFP®-led firm founded 2013
-
Bookkeeping records transactions. A controller owns the accuracy of the financial statements: close, reconciliations, review and reporting, and makes sure the numbers can be trusted for decisions, lenders and buyers. We do both, under one roof.
-
Yes. Our team is in Columbia, South Carolina. Nothing is sent offshore.
-
No. Standalone outsourced accounting is available to any company. Many clients start here and add forecasting or fractional CFO services later.
-
QuickBooks Online primarily; we’re a QuickBooks ProAdvisor. If you’re on something else, ask.
-
Roughly $1M to $50M in revenue. Below that, a good local bookkeeper is fine. Above that, you probably have a finance department, and we can help it think like an owner.
-
A 45-minute look at your current books with John: category structure, what your reports can and can’t tell you, and whether they’d survive a bank or a buyer. No obligation.
“Getting your bookkeeping dialed in is the first key to building a company with repeatable and predictable profits that you, the business owner, can take home now, and someday sell to a buyer.”
John Barnes, Founder, Pendleton Street Business Advisors
“
Related Case Studies
