General ledger maintenance and monthly reconciliations
Accounts payable and receivable oversight
Journal entries, accruals and month-end close
Monthly financial statements and management reporting
Cash visibility and documented accounting workflows
How engagement begins
Clear scope before work starts.
01
Assess
Identify the problem, systems, volume, timing and source-document readiness.
02
Define
Confirm responsibilities, deliverables, assumptions, exclusions and secure-document requirements.
03
Implement
Begin work through documented workflows, checkpoints and status communication.
Frequently asked questions
Important details before you begin.
What does outsourced accounting include?
Scope is tailored to the business and may include transaction review, reconciliations, close, reporting, payroll integration and workflow documentation.
Can ClarityGrid work with an existing tax professional?
Yes. ClarityGrid can maintain organized, supportable records and coordinate year-end information with the client’s tax professional.
Ready to define the right starting point?
Complete the guided assessment without sending sensitive financial records.