Seeking expert financial management at a fraction of the cost of in-house staffing?

Bookkeeping & CFO

Outsourced Accounting and CFO Services are designed for schools, nonprofits, and businesses

Comprehensive bookkeeping and financial reporting
Budgeting and forecasting tailored to your needs
Strategic financial advice to guide your organization’s growth
Controller Services

Our controller services go beyond standard accounting tasks to provide comprehensive financial oversight. We can handle everything from interviewing and managing accounting staff to supervising the ongoing preparation of your financial records.

Additionally, we can act as the primary point of contact for external relationships, such as with banks and insurance providers, freeing you up to focus on your core business.

Our Business Advisory Services are designed to help you overcome challenges, capitalize on opportunities, and reach your goals. We partner with educational institutions, nonprofits, and small businesses to develop and implement effective strategies that drive real success.

Many profitable businesses still fail because they run out of cash. Even if your company is making money on paper, it can face serious trouble if cash isn’t coming in fast enough to cover expenses. We can help you prevent this by forecasting your financial condition, estimating your financing needs, and tracking your cash flow to ensure you always have the money you need to operate smoothly.

Changing accounting systems can be a time-consuming and complex process, and ensuring all your financial data is transferred accurately can be a major challenge. We can provide the expert assistance and guidance you need to make this transition smooth and efficient.

By letting us handle the complexities of converting your financial information, you can focus on what matters most: running your core business.

Strengthen Your Company’s Financial Safeguards

Whether you need to improve internal controls to meet audit standards or simply want to better protect your company’s assets, we can help.

We’ll work with you to:

  • Review and evaluate your existing control structure.
  • Recommend improvements and help you implement new controls.
  • Train your employees so they understand the importance of these new procedures.
  • Document your entire internal control system for clear, easy reference.

Navigating tax reporting can be complex and time-consuming. We can help with all your filing requirements, including quarterly payroll returns, W-2s, sales tax reporting, personal property tax returns, and 1099s.

Our team can efficiently compile your information and prepare these returns for you, ensuring timely and accurate submissions so you can focus on running your business.

The Benefits of Outsourcing

Reduced Overhead
Save on the costs associated with hiring, training, and maintaining an in-house accounting team. Plus, with our tailored solutions, you only pay for what you need.
Access to Experts
Our dedicated team is always up-to-date with the latest educational financial regulations and standards. Benefit from our expertise without the hassle of continual training.
Scalability 
As your institution grows, our services can adapt and expand with you, ensuring consistent, high-quality accounting support at every stage.
Peace of Mind
With AssetSmart handling your accounts, you can have peace of mind knowing that every financial aspect is being managed with the utmost care and professionalism.
A thoughtful woman with curly red hair sits at a desk, wearing glasses, surrounded by books and a laptop, writing in a notebook.

We provide expert advice for all size businesses.