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Accounting › Outsourced

Your whole finance function — run, without the hire.

Included in monthly bookkeeping: $550–$1,800/mo

Free books review Request a call

Bookkeeping, the monthly close, reporting, AP/AR, and payroll recording, handled end to end and reviewed before delivery. An in-house team's coverage without the payroll — no recruiting, no management.

Reviewed before delivery: reports go out only after the accounts behind them agree with their statements and every open question is listed for you. What the review checks.

Fixed monthly fee. We're not a CPA firm — we work alongside yours.

A finance function, not a hire Reviewed before delivery
BOOKKEEPING MONTHLY CLOSE REPORTING AP / AR · PAYROLL ONE FIRM monthly report

Quick answer

Outsource when the finance work has outgrown one bookkeeper but doesn't yet justify a full-time controller or accountant. A fixed monthly fee then buys the close, reporting, payables, receivables and payroll coordination as one routine, while the QuickBooks file, the bank logins and the final decisions stay with you.

Included in monthly bookkeeping ($550–$1,800 a month); your exact fee is scoped in writing. Payables, receivables and payroll coordination are priced inside the same monthly scope. What the published range includes.

Outsourced vs in-house

The same function — without the headcount math.

What changes when you hand the finance function to a firm instead of putting it on payroll.

An in-house hire and outsourcing to Everholt & Co., point by point
An in-house hireOutsourced to Everholt & Co.
Recruit, train, manage, and replace one personA ready-made function with review before delivery — no recruiting or managing.
A single point of failure when they're out or leaveA defined process and a review before delivery — not one person's memory.
A loaded salary, benefits, and overheadA fixed monthly fee, scoped in writing — set it against the all-in cost of a hire in the worksheet on this page.
Whatever expertise you can afford full-timeA close that passes a documented review before delivery

Need a review layer over an existing bookkeeper rather than the whole function? See part-time controller oversight.

A decision tree for the finance function: when one bookkeeper keeps up, monthly bookkeeping at $550–$1,800 a month fits; when the work has outgrown one bookkeeper but not a full-time seat, outsourced accounting runs the close, reporting, payables, receivables and payroll coordination for one fixed monthly fee; when a bookkeeper works with nobody reviewing the close, a fractional controller adds oversight at $2,500–$5,000 a month; and full-time work fits an in-house hire.
Figure data as a table
Keep a bookkeeper, outsource, add oversight or hire? Start from the workload
How much finance work is there?ThenWhy
One bookkeeper keeps upMonthly bookkeeping$550–$1,800 a month
Outgrown one bookkeeperOutsourced accountingClose, reporting, payables, receivables, payroll coordination: one monthly fee
Kept, but unreviewedFractional controller$2,500–$5,000 a month
A full-time seat's worthAn in-house hireThe trade-offs are on the in-house vs outsourced page
Whichever branch applies, the QuickBooks file, the bank logins and the final decisions stay with you.

The all-in number

Work out what outsourcing costs you, not just the fee.

A monthly fee is the visible part. Add any one-time cleanup before the monthly work starts, anything scoped as an add-on, and the time you still spend answering questions and reading reports.

Working template — fill in your own figures. Not client data.

All-in, per month: —

First year, including any one-time work: —

Each year after: —

As you enter figures, the totals fill in here.

How the worksheet adds it up. The fields start empty and take only your figures; a blank field counts as zero.

  • All-in, per month = the monthly fee, plus any add-ons priced separately, plus your own hours a month multiplied by your hourly value.
  • First year = the all-in monthly figure multiplied by 12, plus any one-time cleanup or catch-up the provider requires before the monthly work begins.
  • Each year after = the all-in monthly figure multiplied by 12.
  • Our own published monthly range is on the pricing page; the fee for your books is written into the scope once the free review is done.
  • Comparing against a hire? The in-house seat worksheet prices the other side. This one runs in your browser and sends nothing.

What's inside the function

The pieces we run for you.

Monthly bookkeeping & close

The reconciled close at the heart of it, reviewed before delivery.

Monthly bookkeeping

Financial statements

Owner-readable, CPA-ready statements delivered on a fixed cadence.

Financial statements

Payroll support

Payroll recorded and reconciled inside QuickBooks; running it is a scoped add-on.

Payroll support

For a single business owner's view, see accounting for a single small business · the same function delivered fully off-site, anywhere in the US: remote bookkeeping · the full offer.

Outsourced accounting FAQ

Handing off the finance function: your questions.

The finance function, end to end, without you hiring for it: bookkeeping and reconciliations, a monthly close on a fixed date, owner-readable financial statements, accounts-payable and accounts-receivable coordination, payroll and sales-tax support kept reconciled, with every close reviewed before delivery. You hand over the function; we run it and report on a steady cadence.
An in-house bookkeeper is one person you recruit, train, manage, cover for, and replace — and a single point of failure when they're out or they leave. Outsourcing gives you a firm's process and review for a fixed monthly fee, with no salary, benefits or payroll taxes on top and no hiring or management overhead. You get the function without the headcount.
No — done right, you get more of both. You keep ownership of your QuickBooks file and your data, you receive reconciled statements on a fixed monthly date instead of whenever an overworked employee gets to it, and you can ask us about any number in them. Outsourcing the work isn't outsourcing the oversight; the numbers are clearer and more timely, not more distant.
No. It fits small and growing businesses well, precisely because they can't justify a full-time finance hire yet still need the function done properly. If you've outgrown DIY but a salaried bookkeeper or controller is more than you need, the outsourced model gives you exactly the support you require at the scale you're at. For the review layer specifically, see fractional controller.
We start with a short discovery to understand how the business operates and what shape the books are in, then get secure access to your QuickBooks and the relevant accounts. If the books are current, we can start the monthly function once access is set up. If they're behind or messy, we bring them to a clean, reconciled baseline first — sometimes a one-time cleanup — because we won't run a steady close on top of a foundation we haven't verified. You get a written scope and timeline up front, so the transition is a plan, not a leap.
That works, and it doesn't have to be all-or-nothing. Sometimes we take the whole function; sometimes we sit above an existing bookkeeper as the review-and-close layer, or take the pieces that keep slipping — the reconciliations, the close, the reporting — while your staff keeps doing what they do well. We'll tell you honestly which split makes sense for your situation rather than insisting you replace people who are working out.
Separating who does the books from who handles the money is itself a control — one a business can't achieve when a single in-house bookkeeper records, pays and reconciles all at once. With us running the books and reconciling every account to source independently, discrepancies surface instead of hiding, and approval of payments stays with you. That separation of duties, plus a firm's review behind the work, is exactly the safeguard a lone-bookkeeper setup lacks — and one of the quietest reasons outsourcing reduces risk rather than adding it.

Numbers that hold up

Hand off the finance function — keep the visibility.

We look at what your finance function needs and scope a fixed monthly fee in writing. None of the hiring, and nothing owed for the review.

Free books review Request a call
Reviewed before delivery Fixed fee, in writing You keep your file & data