Outsourced Finance Team for Growing Businesses
For founders and business owners who need accurate books, on-time close, and a clear picture of where the money is going. Whether you need one dedicated specialist or a full finance team, we scope the engagement to fit your business.
No commitment requiredResponse within 24 hours
Common Challenges
We Understand Finance Engineering
The four finance situations that push a business owner to stop doing it themselves.
Books Are Always Behind
The QuickBooks login exists. Someone updates it occasionally. But when you need a P&L for a board meeting or a loan application, nobody is confident the number is right. That is not an accounting problem. It is an ownership problem, and it compounds every month you leave it.
No Cash Flow Visibility
You find out you are short on cash when you are already close. There is no regular forecast, no weekly cash position, no one watching the gap between what is coming in and what is going out. Surprises at this stage are expensive and usually avoidable.
Tax Season Is a Fire Drill
Every year, the same scramble. Chasing receipts, reconciling months of data, and paying three times what you should to your CPA because the records were not ready. A managed finance function means tax season is just another month.
You Are the Finance Department
You are signing expenses, chasing invoices, paying bills, and trying to read a P&L all at once. Finance does not need to be your job. It needs to be done right, on a schedule, by someone who owns it.
What We Build
Finance Engineering Capabilities
What our team handles on your behalf, from weekly bookkeeping to cash flow forecasting, AP and AR, and team options that scale with your business.
Bookkeeping & Accounts
Our team keeps your books current and accurate on a weekly basis. Every transaction is categorized, every account reconciled, and your records are ready when you need them. Not just at month-end or tax time.
Month-End Close & Reporting
We close the books by the 5th of every month and deliver a clean P&L, balance sheet, and cash flow statement with a plain-language summary of what the numbers mean. You see the actual state of your business, not an estimate someone put together in a rush.
Accounts Payable & Receivable
We manage your vendor payments and customer invoicing. Bills go out on schedule, invoices get followed up, and you stop losing money to late fees or slow collections because nobody had time to chase them.
Cash Flow Forecasting
We build and maintain a 13-week cash flow forecast so you always know what is coming in, what is going out, and when you need to act. No more end-of-month surprises.
Single Specialist or Full Finance Team
Some businesses need one dedicated bookkeeper who owns the function from day one. Others need a full team: a bookkeeper, an AP and AR specialist, and a fractional controller for close and reporting. We scope based on what you actually need today and scale the team as your business and transaction volume grow.
Tax Preparation Support
We keep your books audit-ready year-round and coordinate with your CPA at tax time. No year-end scramble, no catch-up fees, and no surprise bills for work that should have been done months earlier.
Your Outsourced Finance Questions, Answered.
Straight answers on what a managed finance team actually handles and whether outsourcing your books makes sense for your business.
What does an outsourced finance team actually handle day to day?
Want to talk through what managed finance looks like for your business?
Start the conversationTech Stack
Technologies We Use
The tools our team works in on your behalf. Nothing new for you to learn or manage.
Compliance & Standards
Built to Meet Regulations
The reporting and compliance areas our team stays on top of every month.
The Software Pro Difference
Why Choose Software Pro
The reasons engineering leaders keep coming back, told the way we'd tell them in the room.
NYC Headquartered, Global Talent
420 Lexington Ave, Suite 300. NYC based agency accountability backed by 200+ globally sourced engineers and developers.
2 Week Team Spinup
From signed contract to productive engineers in 10 business days. We've done it 200+ times.
95% Retention Rate
Our engineers stay because we treat them right. Low turnover means consistency for your project.
Zero Risk Trial
Every engineer comes with a 2 week trial. Not the right fit? We replace them in 48 hours, no charge.
US Time Zone Alignment
6 to 8 hours of daily overlap with every US timezone. Real time collaboration, not async handoffs.
8000+ Projects Delivered
From Series A startups to Fortune 500 enterprises. We've seen every challenge and solved it.
Our Finance Engagement Process
How a managed finance engagement runs from the catch-up phase through steady-state monthly close.
Books Assessment
We review your current records, identify how far behind things are, and give you a timeline and cost estimate for the catch-up before we start the ongoing service.
Catch-Up Period
We reconcile and clean the books back to a current date. Most catch-ups take two to six weeks. You see the work as it progresses.
System Setup
We configure your accounting tools, connect your bank feeds, and set up the chart of accounts and workflows that the ongoing process will run on.
Weekly Bookkeeping
Every week, transactions are categorized, accounts are reconciled, and the books stay current. Nothing waits until month-end.
Monthly Close
By the 5th of each month you receive a P&L, balance sheet, and cash flow statement with a plain-language summary. No chasing, no reminders required.
Quarterly Review
Each quarter we meet to review financial trends, flag anything that needs your attention, and make sure the reporting matches what your business actually needs.
Client Reviews
What Our Clients Say
"Software Pro took off the workload of production from our shoulders entirely. They designed and developed the entire platform from scratch and provided continuous application support. We're already in talks with them for another project."
E-Commerce Development & Application Support
Phillip Tyler
Founder, Kreative Bugs
"Their commitment to clear communication, timely delivery, and post-launch support truly impressed us. They delivered a robust, scalable website with visually stunning design. Post-launch training and troubleshooting ensured we could manage everything independently."
Web Development & UI/UX Design
Daniel Foster
Manager, Bulvar Global
"Software Pro helped us where other development teams couldn't. One of our client sites saw a 13% organic increase within one month of their technical work. The team always delivers on time and goes above and beyond to meet expectations. They are amazing!"
Custom Software Development & Web Optimization
Michael Bennett
Executive, Custom Digital Solutions
Opens clutch.co, the world's leading B2B review platform
Common Questions
Straight answers to the questions most business owners ask before handing their books to an external team.
What exactly is included in a managed finance service?
Our books are behind. Can you still take this on?
How much does outsourced finance cost?
We already have a bookkeeper. Do we still need this?
Can I start with one person and grow the finance team over time?
Do you work with our existing CPA or accountant?
How do we know the numbers are accurate?
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Related Services
Other managed services that pair naturally with finance for businesses building out their back office.