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Project-based firms, professional services organizations, and growing businesses that need CFO-level financial strategy without the cost or commitment of a full-time executive hire.
Flexible monthly engagement with no long-term lock-in. No upfront recruitment fees. Support scales up or down based on business stage and strategic requirements.
Deltek Vantagepoint · Cloud-based ERP & accounting systems · AI-powered automation tools · Business intelligence & reporting platforms
Approval cycles, invoice processing, and project setup operate in hours instead of days.
Processes execute the same way every time, regardless of who initiates them.
Workflow status is transparent — no more chasing down where an approval is stuck.
Time previously spent on administrative overhead returns to billable or strategic work.
Financial execution inside mid-sized professional services firms tends to drift toward two failure modes. The first is manual friction — capable ERP systems reduced to spreadsheet-adjacent workflows because the team operating them lacks the depth to use them properly. The second is person-dependency — critical accounting knowledge concentrated in one or two individuals, creating institutional risk that compounds with every month-end close.
Neither failure mode is obvious from the outside. Reports still get produced. Invoices still go out. But the underlying process is fragile, inconsistent, and difficult to scale. For firms billing $20M–$200M annually, this is not a staffing problem. It is a structural one.
This is not a staffing solution. It is structured execution, anchored in systems and supported by defined cadences and governance.
Managed Accounting Services operate at defined layers of responsibility — built around outcomes, not tasks. Every engagement is scoped to reinforce your existing leadership and internal structure, not replace it.
The scope spans four operational layers: accounting execution covering transaction processing, reconciliations, and month-end workflows; senior oversight providing close governance, validation, and exception management; financial alignment ensuring consistency between delivery data, project reporting, and KPI visibility; and optimization and control focused on process refinement, documentation, and aligning systems to how work actually needs to happen.
Each layer is staffed by professionals with both Deltek platform expertise and industry-specific accounting knowledge. The structure ensures that day-to-day execution is handled with discipline while strategic oversight remains with your internal leadership.
For firms in early stages that need financial plan validation, payroll setup, cash management, transaction processing, financial statement preparation, and fundraising or financing strategy support.
For growing firms where costs are increasing and complexity is expanding. Covers debt/equity financing, financial analysis, monthly close acceleration, audit management, budget and forecast development, KPI dashboards, and financial modeling and scenario planning.
For established firms with solid balance sheets focused on expansion. Includes insurance and risk management, compensation planning, financial due diligence for transactions, and mentoring of key financial personnel within the organization.
For mature firms focused on risk mitigation, acquisition, or exit preparation. Covers revenue accounting, vendor audits, performance management, post-merger integration, policy documentation, GAAP analysis, and valuation preparation.
Assess — We begin with a structured review of your current workflows, system configuration, ownership structures, and control points. This is an honest evaluation of where managed execution will create the most leverage — and where it won't.
Embed — Our team integrates standardized processes and execution cadences aligned to your actual operating environment. We inherit your chart of accounts, reporting cadences, and approval workflows. Everything is documented so the knowledge lives in the system, not in any single person.
Execute — Day-to-day financial operations run on defined timelines with clear accountability and consistent reporting. You receive standardized monthly deliverables and have direct access to your assigned team for ad-hoc requirements.
Refine — Ongoing adjustments maintain clarity as conditions evolve. Quarterly reviews identify opportunities to streamline processes, improve reporting quality, and optimize your Deltek configuration as your firm grows or restructures.
Next StepWhether you need strategic guidance for next quarter or a financial foundation for the next decade, it starts with a conversation.
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