Small Business Accounting & Outsourced Services:

Comprehensive Outsourced Accounting: Your Full-Service Finance Department

Running a successful business in Arizona requires more than just passion; it requires a robust financial infrastructure. At Osiris CPA, we provide Small Business Accounting and Outsourced Services—often referred to as Client Accounting Services (CAS)—to act as your internal accounting department. Our goal is to reduce your administrative workload while providing the high-level oversight needed to reach $1M in revenue and beyond

Our Approach to Your Accounting

We follow the AICPA Statement on Standards for Consulting Services to ensure every task is performed with professional rigor. Our services are designed to provide internal-use financial data that helps you make informed decisions.

Key services include:

  • General Ledger Maintenance: We help maintain your books using cloud-based accounting software, ensuring every transaction is properly recorded.
  • Accounts Payable & Bill Pay: We process vendor invoices based on your pre-approved vendor lists and authorization limits.
  • Bank Reconciliations: We perform monthly reconciliations of your bank accounts to ensure accuracy and identify any discrepancies.
  • Internal Financial Reporting: We produce monthly Profit & Loss statements, balance sheets, and variance reports to track your progress against your budget.
  • Payroll Support: We assist with payroll processing, recording, and the preparation of required payroll tax returns and filings.

Clear Responsibilities for Peace of Mind

To ensure a high-trust relationship and firm-wide efficiency, we establish clear boundaries of responsibility:

  • Our Role: We provide the expertise, perform the technical accounting tasks, and offer strategic recommendations based on our training and experience.
  • Your Role: You designate a Project Sponsor to oversee the engagement, make all final management decisions, and accept responsibility for the results of the services.
  • Data Integrity: Our services are based on the assumption that the information you provide is true and accurate; we do not perform audit or “attestation” services to verify third-party data.

Protecting Your Firm from Risk

Our outsourced accounting includes proactive compliance measures to safeguard your business:

  • Internal Controls: We help you establish and maintain internal controls to protect your assets and the security of your financial data.
  • Regulatory Compliance: We assist in identifying and complying with laws applicable to your activities, including payroll and tax withholding requirements.
  • Corporate Transparency Act (CTA): While we provide general guidance, we remind all clients that you have sole responsibility for Beneficial Ownership Information (BOI) reporting.

Why Choose Osiris CPA?

We are not just “bookkeepers.” We are strategic partners. By outsourcing your accounting to us, you gain a team that is focused on your after-tax cash flow and long-term ROI. We update our engagement letters annually to ensure our scope always aligns with your growing business needs.