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Improved Efficiency and Drive Performance

Improve Efficiency and Drive Performance

If you spend too much time running your business and not enough time leading your business, it may be time to consider outsourced accounting in the next phase of your company’s growth. Managing cash flow, tracking receivables, organizing financial paperwork and filing taxes are important administrative tasks, but knowing when it’s time to outsource and automate is equally valuable. Windham Brannon’s outsourced accounting services practice provides solutions ranging from transactional and compliance-oriented to strategically focused advisory services, helping you improve efficiency, drive performance and achieve growth.

Middle-Market Companies and Owners

Middle-Market Professional Service Companies

Real Estate Companies

Real Estate Companies

CFOs and Controllers

CFOs & Controllers

Outsourced Accounting Services

Business Processing and Reporting

Bookkeeping & Business Process Support

Accurate, timely and scalable support for core accounting functions. We help manage your accounts payable, accounts receivable, bank reconciliations, monthly close and financial reporting to ensure your books are audit-ready and decision-useful. Our team takes a hands-on approach to improving the efficiency and accuracy of your day-to-day financial processes. Whether you’re working toward a cleaner monthly close or trying to free up internal resources for more strategic tasks, we provide the consistent support and best practices needed to streamline operations and reduce risk.

Virtual CFO/Controller Support

Interim CFO & Controller Placement

For companies navigating transitions or scaling fast, we offer full-time, on-site or remote interim CFO and Controller support. These professionals integrate quickly and provide steady, strategic leadership when and where it matters most. Our team brings both the technical depth and operational experience to stabilize your finance function, manage teams, lead audits and support executive decision-making. Whether you’re undergoing a leadership change, preparing for a transaction or facing complexity from growth, we ensure your financial operations remain strong and reliable.

Fractional CFO/Controller Support

Growing organizations often benefit from outsourcing executive-level financial support without the need for a full-time CFO or controller. Our fractional model offers collaborative, on-demand guidance to help dive  strategic business and financial decisions. Clients receive year-round support on executive-level priorities, including  audit and tax reviews, forecasting, budgeting, planning, KPI development and board communications. With a focus on aligning finance with strategy, our fractional leadership team helps uncover growth opportunities, improve financial visibility and strengthen internal controls. This approach provides the right level of financial leadership and insight—when you need it and for as long as you need it.

Interim Accounting Staffing

Need to bridge a gap? Whether you’re dealing with turnover, extended leave or seasonal workload, we can fill staff and senior accountant roles to maintain continuity without compromising quality. Our professionals integrate seamlessly with your team to keep accounting operations running smoothly, preserve institutional knowledge and minimize disruption. Our people bring deep technical expertise, adaptability and a problem-solving mindset to ensure your business maintains momentum during times of transition.

Mergers and Acquisitions Tax Planning

M&A Project Support

From opening balance sheet preparation to complex revenue recognition analysis, our team helps companies navigate the accounting demands of mergers, acquisitions and carve-outs while ensuring compliance and clarity during critical moments. We partner closely with deal teams, legal counsel and internal stakeholders to provide technical accounting guidance, assist with integration planning and support post-transaction reporting. Our experts navigate the nuances of GAAP, purchase price allocation and reporting requirements to help you can move forward with confidence and speed.

OUR Outsourced Accounting ADVISORS

Jodie Bartock

Principal, Outsourced Accounting Services Leader

Rebecca Smith

Principal, Outsourced Accounting Services

SOFTWARE EXPERIENCE

Windham Brannon Expands M&A Services with Dedicated Sell-Side Advisory OfferingLearn More