Simplify Your Business with Outsourced Accounting Services

Small and mid-sized business owners in industries ranging from healthcare and professional services to restaurants and retail rely on Copeland Buhl for outsourced accounting services, such as:

• Prepared financial statements: Our team issues financial statements for your business tailored to your preferences.
• Automation of accounting tasks: We link accounts, systems, and software to deliver timely, relevant financial data.
• Accounts payable and payroll processing: Our team utilizes leading software to facilitate safe and secure transaction processing.
• Cash management: Our team monitors account balances and alerts you of upcoming cash needs.
• Financial statement audit assistance: We work with your organization to reduce the workload related to your financial statement audit.
• Depreciation, amortization, and fixed asset tracking: We calculate and record the decrease in value of assets over time.
• Bank compliance reporting: We help you maintain strong lender relationships by providing borrowing base and debt service coverage calculations, along with other required loan reporting.
• Sales tax compliance: We keep you compliant with state and local sales tax requirements.
• Form 1099 compliance: We handle data collection and filing of 1099 forms for vendors.
• Year-end accounting adjustments and closing of books: We work diligently to ensure year-end books are ready for tax returns or financial statements.

Go beyond day-to-day accounting with our strategic services. We work with you to develop comprehensive financial strategies, including:

• Budgeting: We facilitate your budget process and provide timely and accurate reporting.
• Short- and long-term forecasting: We work with you on a process and format that enables optimal analysis.
• Monthly management reporting and consultation: We offer expanded financial packages tailored to your business.
• Executive/board-level meeting support: We attend finance committee, executive committee, or board of directors’ meetings.
• Key performance indicators (KPI) analysis: We work with you to develop KPIs for your business, and we design a reporting structure to deliver the insights you need when you need them.
• Financial statement analysis: We dive deep into your locations, service lines, products, and other specified areas of your business.
• Cash flow analysis: We analyze where your business is generating and spending its cash.
• Entity structuring: We work with your legal and tax team to ensure the optimal structure for your business.
• Risk advisory and mitigation: From simple controls over cash to foreign currency hedging, we help you identify and mitigate risks in your business.