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Finance Outsourcing
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Finance Outsourcing

Your whole finance function, run by a senior advisory team: from data entry to board-level reporting.

Finance Outsourcing

Full-Stack

Finance Managed

Building an in-house finance department is expensive. Most growing businesses struggle to find, hire, and manage the range of people it takes: bookkeepers, payroll specialists, controllers, and eventually a CFO.

We offer a Finance Department-as-a-Service (FDaaS) instead. We set up the systems, handle all the periodic transactions, and provide the senior leadership the function needs. You get reliable numbers and proper oversight, at a cost that moves with the size of the business rather than ahead of it.

Our Methodology

How we deliver this service.

A rigorous, phase-driven process ensures nothing is missed and every position is defensible.

01

Finance Migration Audit

We review your current processes, systems, and team to establish the starting point for the transition.

02

Technical Stack Implementation

We set up a unified cloud system (ERP, expense, payroll, reporting) connected to the tools you already run the business on.

03

Core Process Stabilization

We take over the periodic data entry, bank reconciliations, and vendor payment cycles in a secure cloud environment.

04

Controller Review & Oversight

A senior controller reviews all reconciliations and accruals at month-end and signs off on the numbers.

05

Board & Management Reporting

We prepare and present a financial package to your leadership team each month, focused on the metrics that drive the business.

06

Ongoing Strategic Integration

As the business grows, we adjust the level of advisory and operational support to match its new complexity.

A finance function that keeps pace with the business.

Institutional Infrastructure

Advanced Outsource Strategy

A finance function that keeps pace with the business.

In-house finance departments are often slow to adapt when the business enters a new jurisdiction or faces a capital event. Outsourcing the function to US/UK Cross Border Tax gives you capacity that scales on demand. Adding a subsidiary in another state, or preparing for a merger? The specialists are already in place.

We replace an ad-hoc collection of apps and part-time staff with one integrated platform. Your financial data holds up under due diligence, and your board gets numbers it can act on.

Benefits: Less hiring risk, consistent compliance standards, and immediate access to senior financial leadership.

Ready to hand off your finance function?

Hiring and managing a finance team eats capital you could put into the business. Let us run the department instead.

What You Receive

Specific deliverables, precisely documented.

“Financial admin grows faster than the business that generates it. We take that work off your desk so you can run the company.”

Full-Stack General Ledger

Daily transaction management and bank reconciliations for all corporate entities.

Accounts Payable Platform

Digital vendor payment processing and oversight with multi-layer approval workflows.

Accounts Receivable Strategy

Invoicing support and receivables aging monitoring to protect working capital.

Institutional Reporting Package

Monthly P&L, Balance Sheet, and Cash Flow statements with variance analysis.

Sales Tax Nexus Monitoring

Ongoing tracking of jurisdictional obligations and management of all state-level filings.

Unified Payroll Infrastructure

Selection, implementation, and management of a 50-state compliant payroll platform.

Budget-to-Actual Oversight

Monthly review sessions with management to compare performance against projected growth targets.

Audit Room Coordination

We organize the documents and act as the liaison for your annual financial statement audit.

Common Questions

Technical clarifications.

Answers to the most frequently asked questions about how this service works in practice.

Usually, yes. Once you count salary, benefits, training, insurance, and turnover risk, a firm like ours provides more expertise for a more predictable fee.

We mainly use cloud platforms like QuickBooks Online or NetSuite, and we can migrate your existing data into them for better visibility and reporting.

You get a dedicated client finance team led by a senior advisor, who is your point of contact for board-level discussions and financial modeling.

Yes. If the business grows to the point where an in-house CFO makes sense, we hand over cleanly and can stay on for controller or bookkeeping support.

Contact US/UK Cross Border Tax

Two Tax Systems, One Team

London Headquarters

4 Crown Place
London EC2A 4BT
United Kingdom

Manchester

CORE
Brown St, Manchester M2 1DH
United Kingdom

San Francisco

600 California St
San Francisco, CA 94108
United States

New York

33 Irving Pl
New York, NY 10003
United States

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