Outsourced Accounting


Kristina Stamatis Mengel Metzger Barr (MMB) 

Kristina Stamatis, CPA




Outsourced Accounting

If your business has reached the point where you need the expertise of a high level accounting expert or CFO, but you haven’t yet reached the point where you can afford the added expense, you need to reach out to us. 

At MMB, we have decades of experience serving in various outsourced accounting roles for businesses large and small in a wide variety of industries. As your outsourced accounting expert, we’ll bring expansive, cross-organizational experience to your financial strategy process, reviewing past practices, forecasting trends and assisting in creating realistic budgets. Outsourcing these functions not only makes financial sense, it frees up key personnel—i.e., you—to focus on core business issues, develop new products and discover new markets. And maybe take that over-due vacation. 

MMB has extensive experience in providing the following outsourced financial services:

  • Transactional accounts processing
    • Accounts payable/check disbursements
    • Accounts receivable/deposits
  • Human resource support
    • Assistance with hiring, training and evaluating employees
    • Payroll and benefit administration
  • Bank and investment reconciliation
    • Detailed monthly reconciliations
    • Monitoring and reporting on investment performance
    • Collaborate with investment advisors in the implementation of investment policy
  • Monthly general ledger close
    • Preparation of all journals for an efficient close
  • Financial statement preparation
    • Monthly or quarterly internal financial statements
    • Assistance with income and expense reporting/classification
    • Presentation of financial information at board and general meetings
  • Implementation of accounting software
    • Selection of suitable accounting software
    • Training of client’s staff and trouble-shooting
    • Design of chart of accounts and customization of reports
  • Budgeting
    • Preparation of spreadsheet models
    • Interpretation of results
    • Development of alternative scenarios
    • Variance analysis
    • Design and manage budget process, including training of your non-finance staff
  • Preparation of accounting and tax schedules
    • Bringing accounts current
    • Preparing statements and reconciliations
    • Calculating W-2 and auto inclusion amounts
    • Answering your accountants’ questions