Expert Outsourced Accounting and Bookkeeping Services
Reclaim Your Time
As a business owner, your focus should be on strategy and growth–not day-to-day bookkeeping. Our accounting and bookkeeping services deliver the strategic financial clarity and operational support you need to stay organized and informed.
From data entry to high-level insights, our services can evolve alongside your business. Whether just getting organized or already scaling fast, you’ll get expert financial management tailored to your small or mid-sized business. Connect with us for expert financial management and oversight without the overhead of an in-house team.
What Are Outsourced Accounting and Bookkeeping Services?
Outsourced accounting and bookkeeping services, also known as Client Accounting Services (CAS), go beyond basic recording. Outsourced CAS is where a certified professional steps into the role of your accounting department, providing hands-on support and financial oversight tailored to the size, structure, and systems your company uses.
What Are the Benefits of Outsourced Accounting Services?
Outsourced CAS does more than reduce the administrative burden on your team. It:
- Provides you with accurate, timely financial reporting
- Scales with your business
- Ensures regulatory and tax compliance
- Offers high-level financial insight
- Saves time
- Reduces overhead
Full-Spectrum Support
QuickBooks Online (QBO) Setup
Set the stage for consistent and reliable reporting. Our experts will organize and optimize your QBO environment to ensure you’re set up for success.
Benefits:
- Sets a strong foundation
- Reduces future cleanup needs
- Corrects historical errors
QBO Maintenance
We’ll keep your financial records current, clean, and correctly categorized within QBO. With our QuickBooks bookkeeping services, you get more accurate records, confidence, clarity, and control over the performance of your business.
Benefits:
- Real-time visibility into your financial health
- Fewer errors, less reworking
- Smoother tax prep
Bank & Credit Card Reconciliations
Let our experts reconcile your bank and credit card activity against your general ledger to ensure accuracy. Our assistance helps catch discrepancies early on, before they have a chance to turn into costly problems.
Benefits:
- Accurate financial statements
- Early fraud and error detection
- Easier reporting for compliance needs
Payroll Reconciliations
Get comprehensive, accurate views of wages, taxes, and benefits to better understand total labor costs and maintain compliance.
Benefits:
- Complete, accurate payroll records
- Compliance with tax rules
- Insights into true labor spend
Prepaid Expense Tracking
Turn to our CAS and outsourced bookkeeping services for help tracking and allocating costs over time, aligning all expenses with the periods they impact.
Benefits:
- More accurate profit & loss statements
- Improved budgeting decisions
- Better financial forecasting
Accounts Receivable Reconciliation
Ensure all balances are correct and up-to-date with help from Capstone. We’ll match customer invoices to payments so you can enjoy more predictable cash flow.
Benefits:
- Clear view of what’s owed
- Improved collection strategy
- Healthy cash flow
Accounts Payable Processing
From payment approval to invoice intake, we manage your accounts payable to ensure your vendors are paid on time, every time.
Benefits:
- Prevents late fees
- Protects vendor relationships
- Offers visibility into potential liabilities
Employee Expense Reimbursements
Let us take the friction out of processing staff expenses. Our Client Accounting Services and virtual bookkeeping services make way for timely reimbursements, keeping your team supported and your records audit-ready.*
Benefits:
- Streamlined approval process
- Accurate records and tracking
- Happy, reimbursed staff
AR & AP Cycles (Weekly or Monthly)
The flexible cadence of our accounts receivable and accounts payable services supports the ebb and flow of business. We handle everything from vendor bills and payment scheduling to reporting requirements.
Benefits:
- Customized to your workflow
- Prevent bottlenecks
- Better cash flow management
Controller-Level Support
Need more than bookkeeping? Our controller-level services provide comprehensive reviews, budgeting, and strategic insights to better guide financial decisions.
Benefits:
- Actionable insights based on your numbers
- Stronger internal controls
- Strategic financial decision-making
Why Us for Accounting & Bookkeeping?
- Strategic oversight: Our certified accountants and financial professionals go beyond basic data entry to deliver meaningful results.
- Customized to your business: No templates here–comprehensive small business bookkeeping and accounting services tailored to your industry, internal setup, and growth goals.
- Dedicated support: A single point of contact ensures clear communication and a responsive, professional partnership.
Committed to Protecting Your Data
Entrusting another company with your financial systems requires trust and confidence. At Capstone Accounting & Tax, we take that responsibility seriously. Confidentiality and data security are the foundation to how we operate.
Our firm uses industry-recognized, secure systems to manage and protect your financial information. We adhere to strict professional and ethical standards, ensuring your data is solely used for delivering audit-ready,* accurate work that supports your business objectives. If you have questions about our confidentiality practices or data security protocols, we’re happy to provide additional details.
Business Accounting Services
Simplify Your Finances
Free up your time while reducing overhead with services tailored to your business.
Getting Started: What to Expect
Submit a Request
Start by filling out a new client form, where you can indicate your interest in our Client Accounting Services.
Discovery Consultation
After reviewing your information and needs, we’ll reach out to schedule a discovery call to learn more about your pain points and current processes.
Customized Proposal
If there’s alignment between what you need and what we offer, we’ll put together a detailed engagement letter for your review.
Onboarding
We’ll collect prior records, establish secure access to systems like QuickBooks Online, and assign your accounting professional or team.
Ongoing Support
We’ll touch base on a consistent schedule (weekly, monthly, or customized) to handle ongoing financial management tasks.
CAS Frequently Asked Questions
What’s the cost of outsourced bookkeeping?
Can these services scale with my business?
How involved do I need to be?
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Additional Services to Explore
Taxes
Whether you need proactive planning, precise preparation, or both, our tax services help you minimize liabilities and maximize savings.
Valuations
The hard data you need to make smart moves, whether selling, planning a succession, or simply gaining a better understanding.
Audit & Assurance*
Get independent, objective evaluations that support regulatory compliance while strengthening stakeholder confidence.
Consulting
Strategic, real-world insights crafted with deep financial knowledge that helps you move forward with confidence.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
