Setting You Up for Financial Success
From navigating business challenges to managing complex family finances, The Finance Department helps small and medium-sized businesses and family offices achieve their goals with expert financial guidance and comprehensive bookkeeping solutions.
Our Services
We combine accounting best practices with a personalized approach to design a service plan tailored for your success. Working with The Finance Department means you will always know who you are speaking with, and they will know the nuances of your business or family office.
Bookkeeping
Enhance profitability and improve cash flow with accurate records and actionable insights.
Financial Statements
Gain clarity and confidence with timely, reliable reports.
Tax & Audit Prep
Streamline compliance with organized records and proactive preparation.
Cash Management & Business Advice
Plan ahead and optimize efficiency with expert guidance.
System Implementation
Build scalable, efficient accounting systems tailored to your needs.
Expertise Across Industries
Our team brings decades of experience across diverse sectors—nonprofits, education, professional services, retail, logistics, medical practices, and high-net-worth families. No matter the industry or setup, we can accommodate you.
Partner Applications
Your Accounting Simplified
Reach out today and we’ll make outsourcing easy with a clear, three-step process.
1
Introductory Call
Contact us to discuss your goals and budget. We will discuss your business’ priorities and draft a service plan to fit your needs.
2
Information Gathering
Complete a short form about your current setup, with details like your tax year, software, and reporting requirements to help us understand your processes.
3
Customized Proposal
Receive a proposal with services tailored to your business needs and budget. We offer flexible fee structures, with basic services starting as low as $500/month.
Request a Consultation
Stop wasting valuable hours on bookkeeping. Outsource to The Finance Department and start enjoying the benefits of timely, informative reporting and expert financial guidance.
Contact us today and we’ll develop a plan to help you thrive.