I Need to Outsource My Accounting Function
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Your business is at a stage where the accounting function you have isn’t the one you need. If you’re figuring out how to outsource your accounting function, whether you’re building from the ground up, scaling faster than your finance team can keep up, or ready to operate at a higher level – the gap between where you are and where you need to be is costing you.

Outsource Your Accounting with Confidence 

At BPM, we work with businesses at every stage to build accounting functions that are accurate, scalable, and built for where you’re headed, not just where you are today. Whether you need a full outsourced solution or support in specific areas, we bring the depth and flexibility to meet you there.

Explore Outsourced Accounting Services

Every Business Gets Here Differently

Outsourcing isn’t a one-size-fits-all decision, and the pressures that bring finance leaders here rarely look the same twice. What’s driving it, what it’s costing you, and what the right solution looks like all depend on the stage your business is in. Start by recognizing where you are and how outsourcing can take you further.

Startup

You’re building the foundation, and the tools that got you here are starting to show their limits.

Startup

Building from Scratch

The founders or a small ops team have been handling the books, and it worked – until it didn’t. You’re adding headcount, investor scrutiny is increasing, and the financial infrastructure that made sense at ten employees isn’t holding up at fifty. You know you need a real accounting function, but you’re not at the stage where hiring a full in-house team makes financial sense. The close is inconsistent, reporting is improvised, and nobody on the team has the bandwidth or the background to fix it while keeping everything else running.

What this costs you: Without a structured accounting function, board and investor materials become a scramble every quarter. You’re making decisions on incomplete data, reconciling accounts that should have been clean months ago, and spending leadership time on problems that shouldn’t require leadership to solve. At the stage when financial credibility matters most, your accounting function is the thing most likely to undermine it.

Outsourcing with BPM:

  • We set up your accounting infrastructure from scratch – chart of accounts, close process, and reporting built to hold up under investor scrutiny
  • We provide senior-level oversight from day one, without the cost and risk of a full-time hire before you’re ready
  • We make board and investor materials something you’re confident presenting, not something you’re scrambling to pull together
  • We build your accounting function to scale alongside you, so you’re not rebuilding it again in 18 months
  • We integrate with the tools and platforms you’re already using, so the transition doesn’t add to the chaos
close

Growth

You have an accounting function, but it’s not keeping up with where your business is headed.

Growth

Falling Behind

You have an accounting function; it’s just not keeping up. Revenue has scaled, complexity has increased, and the team that handled things fine two years ago is now buried in volume they were never built to manage. Your CFO or controller – hired to advise on strategy, manage risk, and help leadership make better decisions – is spending meaningful hours each month on reconciliations, chasing down journal entries, and cleaning up data. The forecasting doesn’t get done, the board materials get rushed, and the finance function has quietly become a bottleneck instead of a compass.

What this costs you: Every departure from your accounting team carries a cost that goes well beyond recruiting fees. The institutional knowledge that person held – the vendor quirks, the close process workarounds, the history behind certain accounts – leaves with them. What follows is a period of disruption that can last months, during which errors are more likely, the close takes longer, and your remaining team absorbs the strain. And every growth milestone, like a new entity, a fundraise, or a new market, strains an infrastructure that was never built to scale. What worked at your last stage is quietly breaking at this one.

Outsourcing with BPM:

  • We own the full close process end-to-end, bringing consistency and accountability to every month-end
  • We free up your senior finance talent to advise the business, support growth, and do the work they were actually hired to do
  • We bring FP&A capabilities like budgeting, forecasting, and variance analysis directly into the engagement
  • We eliminate single points of failure by replacing individual dependencies with a team that has built-in continuity
  • We prepare your financials for whatever comes next – a fundraise, an acquisition, or an audit – so you’re never caught off guard
close

Established

The finance function works, but it’s not performing at the level your business now demands.

Established

Outgrowing “Good Enough”

You’re not running on spreadsheets anymore, but the data still isn’t clean enough to fully trust, and leadership knows it. Reports take too long to produce, variances don’t always get explained, and there’s a quiet confidence gap in the numbers being presented to the board. The finance function is technically functional, but it’s not performing at the level your business now demands. And at this stage, the gap between “good enough” and “genuinely strong” is measured in the rooms you can and can’t walk into with confidence.

What this costs you: Investors and lenders expect clean, timely financials – and they can tell when something’s off. A report that takes too long, a variance that nobody can explain, or a board meeting where leadership is quietly hedging on the numbers they’re presenting all erode credibility in ways that are hard to rebuild. If your accounting function can’t consistently deliver at the level your stakeholders expect, it becomes a liability at exactly the moments that matter most: a fundraise, an acquisition, or a conversation with your bank.

Outsourcing with BPM:

  • We deliver CFO-level strategic advisory, so your finance function operates at the level your business demands
  • We produce reporting that holds up in front of investors, lenders, board members, and acquirers
  • We bring cross-disciplinary depth across tax, advisory, and wealth as your needs evolve beyond accounting alone
  • We handle multi-entity and multi-jurisdiction complexity without adding headcount or overhead
  • We help you plan for what’s ahead – ownership transitions, succession, long-term strategy — not just report on what’s behind you
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What the Shift to Outsourcing Looks Like

Outsourcing transforms your accounting function in ways that are concrete and measurable. Not just cleaner books – a faster close, more reliable reporting, and senior finance talent focused on the work that actually moves your business forward. Here’s what that looks like in practice.

Your Accounting Function Before

CLOSE PROCESS

Month-end close is a recurring scramble that stretches weeks past where it should be. Your team is working nights and weekends to get there.

REPORTING

By the time reports are ready, they’re already stale. Leadership is making decisions on last month’s numbers.

LEADERSHIP TIME

Your CFO or controller is spending meaningful time on work that should be automated or delegated.

SCALABILITY

Every growth milestone – a new entity, a new market, a fundraise – strains a team and infrastructure that wasn’t built to scale.

Your Accounting Function After

CLOSE PROCESS

A structured, repeatable close process that runs on a predictable timeline every month, without the heroics.

REPORTING

Timely, accurate reporting that leadership can actually rely on, delivered on a cadence that supports real decision-making.

LEADERSHIP TIME

Senior finance talent freed up to do what they were hired to do – advise the business, support growth, and sit at the strategic table.

SCALABILITY

An accounting function that grows with your business without requiring you to rehire, retrain, or rebuild from scratch.

How to Evaluate an Outsourced Accounting Partner

Most businesses evaluate outsourced accounting providers on price and availability. The finance leaders who get the best outcomes ask harder questions about team depth, industry experience, technology, and what the working relationship looks like day to day. Here are the questions to ask when evaluating options.

Accounting Partner Questions
Their Team
Questions to ask
What are your team’s credentials and certifications?
Who specifically will handle our account, and why were they selected?
How large is the team supporting us?
Their Experience
Questions to ask
What experience do you have in our industry?
Can you share examples of clients at a similar stage or with similar challenges?
How do you stay current on regulatory changes in our space?
Their Systems
Questions to ask
What accounting platforms and tools do you use, and why?
How do you approach process automation and workflow improvements?
How will your systems integrate with ours?
Their Partnership
Questions to ask
What does your onboarding process look like, and how long does it take?
How do you communicate — and how often?
How do you measure success, and how will we know it’s working?

Frequently Asked Questions

Understanding Your Outsourced Accounting Options

Removing friction from your accounting function starts with understanding what’s available to you. Outsourced accounting spans far more than most finance leaders expect, and the right combination of services can address the specific gaps that are slowing your business down.

Bookkeeping & Month-End Close

The foundation of a functional accounting function: accurate, up-to-date records and a close process that runs on a predictable timeline. No more scrambles, no more stale numbers by the time reports are ready.

Financial Reporting & Analysis

Timely, accurate financial statements that leadership can actually rely on, delivered in a format that supports board conversations, investor updates, and strategic decisions. Clean reporting that holds up when it matters most.

Accounts Payable & Receivable

Systematic management of money flowing in and out of your business, from invoice processing and vendor payments to collections and customer communication. Better cash flow visibility and fewer things falling through the cracks.

Compliance Reporting

Ongoing monitoring of the regulatory requirements that apply to your business, with accurate, timely filings that keep you on the right side of the rules. Peace of mind that compliance isn't being managed reactively.

Management Accounting FP&A

Budgeting, forecasting, variance analysis, and financial modeling that give leadership the insight to make better decisions, not just a record of what already happened. Finance as a forward-looking function, not a backward-looking one.

Controller & CFO Advisory Services

Senior-level financial oversight and strategic guidance without the overhead of a full-time executive hire. The expertise your business needs at the stage you're at, scaling up or down as your needs evolve.

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.