Hassle Free Services
Accounting BPO Experts
We specialize in business process outsourcing for clients in US, Canada and the UK. We have standard BPO packages for your accounting, finance and tax outsourcing requirements or we can customize the solutions.
Significant Cost Savings
Tailored Solutions
Expert Team
Key Benefits of B&B Financial Management
Significant Cost Savings
Our services reduce your overhead by providing expert accounting and bookkeeping at a fraction of the cost of in-house teams.
Tailored Solutions
We customize our financial services to align with your specific business needs, ensuring accuracy and relevance in every report.
Expert Team
Our highly qualified accountants bring diverse expertise, offering not just meticulous bookkeeping but also strategic insights to support your business growths.
Business Process Outsourcing (BPO) & Employer of Record (EOR)
Streamline your operations and focus on growth while we handle your business processes with precision and efficiency.
Our Services
Financial Management
Weekly Bookkeeping
Our experienced bookkeeping team will take care of the accounting so you can focus on running your business. Recurring services include:
- Accounts payable
- Credit card purchase transactions
- Bank/credit card reconciliations
- Vendor account reconciliations
- Payroll journal entries
- Customer invoicing
- Deposit posting
Analysis & Forecasting
Next-level support for those who are looking for true financial consultation. Our experienced controllers will customize your financial reporting and management dashboard to provide the visibility you need to manage your business. We will also build and maintain a financial forecast to help you understand future cash flows and make informed decisions. Recurring services include:
- Financial review meetings
- Financial reports and management dashboard
- Financial forecast and real-time updates
- Cash flow forecasting
Financial Projections
Get a financial roadmap for your business and gain the visibility you need to make smart decisions, improve profitability, and plan for growth capital.
Financial Turnaround
Improve cash flow, stabilize operations and explore options for a successful business turnaround.
Best-in-Class Technology
We keep up on the latest business solutions so you don’t have to. Our team of experts will guide you through the process and set you up for success.
System Implementation
Our implementation experts understand how technology works together and will configure your systems to deliver the results you want.
Training & Support
Once we get the foundation right, we create a smooth handoff to your team. We provide initial training and ongoing support to make sure your solution truly works for your business.
Monthly Accounting
We will implement and maintain a structured month-end close process to ensure the accuracy of the balance sheet and income statement. We will also deliver meaningful financial statements on a monthly basis to help you understand the health of your business. Our monthly service includes:
- Structured month-end close
- Balance sheet account reconciliation
- Customized financial reports
CFO Support
Whether you are looking for a strategic partner to support your growing business, a trusted advisor, or an experienced leader to guide you to a successful exit, Brick & Books can help. Areas of focus include:
- Financing expertise
- Financial projections
- Cash management
- M&A advisory
- Succession planning
- Financial turnaround
Tax Compliance & Return Preparation
- Individual Tax Return Preparation
- Business Tax Return Preparation
- Payroll Tax Compliance
- Sales or Value Add Tax Compliance
We have expertise in taxes for the following countries:
USA, Canada, UK and Pakistan.
Cash Management
We’ll review your current practices, deliver clear recommendations and provide custom tools that will allow you to monitor and adapt to the everyday needs of your business.
Reporting & Dashboards
Access timely and accurate information with a reporting and dashboard solution that will allow you to make smart decisions.
Succession Planning
No matter if your target date is years away or just around the corner, we have the know-how to help you plan, prepare and execute a smart exit strategy.
Packages
Essentials
For small businesses looking for an accurate and simple bookkeeping and accounting solution designed to free up owners to run their business.
Weekly Bookkeeping
- Accounts Payable
- Credit card transactions
- Bank / credit card reconciliations
- Merchant account reconciliations
- Payroll journal entry
- Customer Invoicing
- Customer deposits
- Collections support
Monthly Accounting
- Monthly financial statements
- Balance sheet reconciliation
Growth
For small and mid sized businesses that need controller support to make their financial statements meaningful and to support sound decision making.
Essentials Services PLUS:
Additional Accounting Support
- Revenue recognition / deferred revenue tracking
- Commission tracking
- Inventory reconciliation
- Intercompany tracking / reconciliation
Analysis & Forecasting
- Monthly financial review meetings
- Management dashboard
- Financial forecast with monthly updates
- Cash flow forecasting
Scale
For scaling small and mid sized businesses that need meaningful financials plus fractional CFO support across decision making with key stakeholders.
Growth Services PLUS:
CFO Support
- Participation in financial review meetings
- Participation in board meetings
- Strategic financial guidance
- Oversight of financial function
