Outsourced Accounting + Advisory
Accounting solutions that give you the power to profit and thrive.
We live and breathe the old adage: accounting is the language of business. As your outsourced accountant, we provide you with the information you need to make informed business decisions.
Working with Aldrich's Outsourced Accounting + Advisory Team
When you work with Aldrich, you aren’t just getting bookkeeping services; you are getting a suite of outsourced accounting and advisory services tailored to your business and industry that will help take your organization to the next level. We serve as your accounting department, freeing you up to run your business. From GL accounting and managing business processes such as AR, AP, and Payroll, to producing financial statements, management reports, and projections, we are your accounting team. Our services are offered in three base packages, along with several add-on options.
For more on what our team can do for you or get started, reach out to Eric Seifert.
Package 1
Monthly Accounting
- Code and record transactions
- Track and reconcile balance sheet accounts
- Post adjusting journal entries
- Provide prepared financial statement
Package 2
Monthly Accounting and Management Reporting
- Monthly Accounting
- Customized Monthly, Quarterly, or Annual Management Reports. Examples include:
• Comparative financial statements
• AR and AP aging
• Ratio tracking
• Key Performance Indicator tracking
• Forecast/budget vs. actual tracking
Package 3
Monthly Accounting, Management Reporting, and Financial Planning + Analysis
- Monthly Accounting
- Management Reporting
- Customized Monthly, Quarterly, or Annual FP+A deliverables. Examples include:
• Budgets and forecasts
• Benchmarking
• Breakeven and margin analysis
• Revenue, expense, and profitability analysis
• Business strategy and process development
Add-ons
- Transaction Processing
- Bill pay + AP management
- Invoicing + AR management
- Weekly, bi-weekly, or monthly payroll runs
- Tax Compliance
- Prepare annual Personal Property Tax (PPT) returns
- Prepare annual 1099s
- Tax Documentation
- Prepare and provide tax documentation to your tax preparer
- Attest Documentation
- Prepare and provide attest documentation to your financial statement auditor, reviewer, or compiler
Meet the Team
Eric joined Aldrich out of graduate school in the Fall of 2013, and now leads our Client Accounting Services (CAS) group. His expertise is in navigating complex tax and accounting issues across multiple industries, including real estate and private equity, professional services, and entertainment. Eric is a strong believer in the power of business and... Read more Eric Seifert, CPA, MAcc
Eric's EXPERTISE
- Process Assessment + Development
- Business Strategy Development
- Entity Structuring
- Financial Statement Analysis
- Partnership + Multi-State Taxation
Looking for support or have a question?
Contact us to speak with one of our advisors