Outsourced Accounting and Financial Services
Our Services
Financial forecasting and modeling
Cash flow management and optimization
Strategic planning and growth advisory
Budgeting and scenario planning
KPI development and performance tracking
Risk management and financial compliance
Pricing strategy and margin analysis
System migrations or integrations
Mergers and acquisitions strategy and guidance
Exit transactions and quality of earnings
CFO Services
Oversight of daily accounting operations
Month-end and year-end close processes
Internal controls and audit preparation
Financial statement accuracy and compliance
Payroll coordination and review
Accounts payable and receivable oversight
Track assets and depreciation
Policy and procedure documentation
Financial systems optimization
Audit prep and CPA liaison
Controller Services
Bookkeeping and cash application
Reconciliations
Invoice processing and billing
Expense tracking and categorization
Budget tracking and variance analysis
Intercompany transaction recording
Vendor and customer account management
Data and ledger maintenance
Support for tax preparation
QuickBooks/financial software setup and maintenance
Accounting Services
About Us
PlainView Accounting & Finance is your full-service outsourced financial operations partner. We provide comprehensive accounting, bookkeeping, payroll, and financial system design including the use of AI tools. In addition to our outsourced accounting services, we provide fractional CFO services and are experts in business exit transactions, including private equity transactions.
We compliment traditional CPA firms by ensuring clean, current financial operations and strategic financial insights and tailor our approach to fit the unique needs of each business, because no two operate the same.
Our firm is managed by partners with an MBA and a CPA-qualified professional in Connecticut, giving us a rare blend of strategic insight and operational precision.
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