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(216) 759-3119 Call Finalert Free consultation

Procure to Pay (P2P) 7 services

Accounts Payable
Purchase Requisitioning
Vendor Management
Purchase Order Processing
Invoice Processing & Approvals
Vendor Payment Management

Order to Cash (O2C) 8 services

Accounts Receivable
Order Management
Billing and Invoicing
Credit Management
Cash Application
Collections Management
Customer Account Reconciliation

Tax Services 6 services

Tax Preparation Services
Individual Tax Services
Business Tax Services
Payroll and Employment Tax Services
Tax Planning Support

Record to Report (R2R) 11 services

General Accounting and Bookkeeping
Fixed Assets Accounting
Inter Company Accounting
Bank and General Ledger Reconciliations
Financial Reporting
Management Reporting
Inventory Management and Accounting
Revenue Accounting
Closing Accounting
Financial Statement Preparation

Payroll Services 9 services

Employee Benefits Administration
Worker’s Compensation Administration
W-2 and 1099 Preparation
Tax Filing and Compliance
Direct Deposit Setup
Paycheck Distribution
Time and Attendance Tracking
Year-End Tax Reporting

Outsourced Accounting Solutions 4 services

Dedicated Offshore Accounting Teams
White-Label Accounting Services
Accounting Support for Fractional CFO Firms
Staff Accountant & Controller Support

Bookkeeping 13 services

Accounting Setup
Income Statements
Balance Sheet
Cash Flow/Budgeting
Financial Statements & Reports
Monthly, Quarterly, Year-End Review
Recording and Reconciling Payroll Transactions
Bank Reconciliations
General Ledger Reconciliation
Credit Card Reconciliation
Books Cleanup
Revenue Reconciliation with Bank Deposits

Financial Planning & Analysis (FP&A) 7 services

Budgeting & Forecasting
Cash Flow Forecasting & Liquidity Planning
Financial Planning
Liquidity Planning
Scenario Modeling
Strategic Financial Analysis

Management & Executive Reporting 6 services

Executive & Board Reporting
Investor-Ready Financials
Financial Performance Reviews
KPI Reporting Packages
Stakeholder Reporting

Strategic CFO Advisory 7 services

Fractional CFO Advisory
Financial Strategy & Decision Support
Strategic Management Consulting
Growth Planning
Profitability Improvement
Business Performance Reviews

Financial Controls & Readiness 7 services

Internal Controls Advisory
Audit-Ready Books & Audit Support
Financial Process Optimization
Risk Management
Accounting Policy Development
SOX Readiness Support

Finance Analytics 6 services

Finance Analytics & Business Intelligence
KPI Dashboards
Financial Performance Analytics
Revenue Analytics
Expense Analytics
Working Capital Analytics

Business Intelligence 5 services

Interactive Management Dashboards
Executive Scorecards
Data Visualization
Business Performance Monitoring
Operational Analytics

Advanced Financial Analytics 5 services

Variance & Trend Analysis
Profitability & Margin Analysis
Customer Profitability Analysis
Department & Project Performance Analytics
Forecast Accuracy Analysis

Data & Reporting Solutions 5 services

Automated Financial Reporting
Power BI Dashboards
Excel Financial Models
Real-Time Management Reporting
Custom Analytics Solutions

Not sure where to start? Twenty minutes with an accountant, not a salesperson.

Book a call (216) 759-3119

QuickBooks
Xero
Zoho Books
Sage Intacct
Oracle NetSuite
Microsoft Dynamics 365
SAP
ADP
Gusto
Expensify
Tableau

QuickBooks
Xero
Zoho Books
Sage Intacct
Oracle NetSuite
Microsoft Dynamics 365
SAP
ADP
Gusto
Expensify
Tableau

Automotive Dealership, parts, and service-department books kept current.
Consumer, Retail & E-commerce Multi-channel revenue, inventory, and marketplace reconciliations.
Energy & Natural Resources Project cost tracking, joint interest, and asset accounting.
Financial Services Reconciliation discipline and reporting that stands up to audit.
Government & Public Services Fund accounting and reporting built for public oversight.
Higher Education Restricted funds, grants, and departmental budget reporting.
Life Sciences & Healthcare Payer mix, cost reporting, and audit-ready records.
Industrial Manufacturing Standard costing, inventory valuation, and margin analysis.
Nonprofit Fund accounting, grant tracking, and board-ready reporting.
Real Estate & Construction Job costing, WIP schedules, and draw-ready reporting.
Technology, Media & Telecom Revenue recognition, deferrals, and recurring-revenue reporting.

Automotive

Consumer, Retail & E-commerce

Energy & Natural Resources

Financial Services

Government & Public Services

Higher Education

Life Sciences & Healthcare

Industrial Manufacturing

Nonprofit

Real Estate & Construction

Technology, Media & Telecom

Don’t see your industry?

Talk to a Finalert consultant →

Insights Articles on accounting, tax, payroll, and finance operations. 228 articles
Case Studies Named engagements with the numbers the client agreed to publish. 1
Guides Five long-form playbooks. Not blog posts. 5 guides
Cost Calculators What outsourced accounting costs, before you call.
FAQs Every question we get, answered once.

Accounting · 6 min Outsourced Accounting Services: Complete Guide for US Businesses
Accounting · 6 min Offshore Bookkeeping Services: Benefits, Costs, and Best Practices
Accounting · 5 min How to Build an Offshore Accounting Team for Your Business

All insights →

Accounting
Advisory
Analytics

Case study

CWS Global

Nonprofit & Humanitarian

50%faster month-end close

Real-time grant & donor visibility
Audit-ready compliance

Read the case study →

All case studies →

The Accounting Outsourcing Checklist 6 min
The Complete Guide to Outsourced CFO Services 16 min
How to Choose an Outsourced Accounting Provider 17 min
Outsourced vs In-House Accounting: A Total Cost Comparison 17 min

All guides →

Outsourced accounting

From $1,500 a month

for up to 100 monthly transactions and one bank account

Estimate your cost →

What does Finalert cost?
Where are your offices?
How do I start?
What accounting platforms do you work in?
Who do you work with?

All questions →

Platforms we work in

Services106 services

Accounting58

Procure to Pay (P2P)7

Procure to Pay (P2P) Accounts Payable Purchase Requisitioning Vendor Management Purchase Order Processing Invoice Processing & Approvals Vendor Payment Management

Order to Cash (O2C)8

Order to Cash (O2C) Accounts Receivable Order Management Billing and Invoicing Credit Management Cash Application Collections Management Customer Account Reconciliation

Tax Services6

Tax Services Tax Preparation Services Individual Tax Services Business Tax Services Payroll and Employment Tax Services Tax Planning Support

Record to Report (R2R)11

Record to Report (R2R) General Accounting and Bookkeeping Fixed Assets Accounting Inter Company Accounting Bank and General Ledger Reconciliations Financial Reporting Management Reporting Inventory Management and Accounting Revenue Accounting Closing Accounting Financial Statement Preparation

Payroll Services9

Payroll Processing Employee Benefits Administration Worker’s Compensation Administration W-2 and 1099 Preparation Tax Filing and Compliance Direct Deposit Setup Paycheck Distribution Time and Attendance Tracking Year-End Tax Reporting

Bookkeeping13

Bookkeeping Accounting Setup Income Statements Balance Sheet Cash Flow/Budgeting Financial Statements & Reports Monthly, Quarterly, Year-End Review Recording and Reconciling Payroll Transactions Bank Reconciliations General Ledger Reconciliation Credit Card Reconciliation Books Cleanup Revenue Reconciliation with Bank Deposits

Outsourced Accounting Solutions4

Dedicated Offshore Accounting Teams White-Label Accounting Services Accounting Support for Fractional CFO Firms Staff Accountant & Controller Support

Advisory27

Financial Planning & Analysis (FP&A)7

Financial Planning & Analysis (FP&A) Budgeting & Forecasting Cash Flow Forecasting & Liquidity Planning Financial Planning Liquidity Planning Scenario Modeling Strategic Financial Analysis

Management & Executive Reporting6

Management & Executive Reporting Executive & Board Reporting Investor-Ready Financials Financial Performance Reviews KPI Reporting Packages Stakeholder Reporting

Strategic CFO Advisory7

Strategic CFO Advisory Fractional CFO Advisory Financial Strategy & Decision Support Strategic Management Consulting Growth Planning Profitability Improvement Business Performance Reviews

Financial Controls & Readiness7

Financial Controls & Readiness Internal Controls Advisory Audit-Ready Books & Audit Support Financial Process Optimization Risk Management Accounting Policy Development SOX Readiness Support

Analytics21

Finance Analytics6

Finance Analytics & Business Intelligence KPI Dashboards Financial Performance Analytics Revenue Analytics Expense Analytics Working Capital Analytics

Business Intelligence5

Interactive Management Dashboards Executive Scorecards Data Visualization Business Performance Monitoring Operational Analytics

Advanced Financial Analytics5

Variance & Trend Analysis Profitability & Margin Analysis Customer Profitability Analysis Department & Project Performance Analytics Forecast Accuracy Analysis

Data & Reporting Solutions5

Automated Financial Reporting Power BI Dashboards Excel Financial Models Real-Time Management Reporting Custom Analytics Solutions

Industries11 industries

01 Automotive 02 Consumer, Retail & E-commerce 03 Energy & Natural Resources 04 Financial Services 05 Government & Public Services 06 Higher Education 07 Life Sciences & Healthcare 08 Industrial Manufacturing 09 Nonprofit 10 Real Estate & Construction 11 Technology, Media & Telecom

Resources

Insights228 Case studies1 Guides5 Cost calculators FAQs

About Contact Appointments

Book a free consultation (216) 759-3119

Cleveland & New York · Mon–Fri 8am–5pm

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Resources10 pages

Insights
Case studies
Guides
Cost calculators
FAQs

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Terms and Conditions
Privacy Policy
Disclosures

Industries11 pages

Automotive
Consumer, Retail & E-commerce
Energy & Natural Resources
Financial Services
Government & Public Services
Higher Education
Industrial Manufacturing
Life Sciences & Healthcare
Nonprofit
Real Estate & Construction
Technology, Media & Telecom

Case studies

Microsoft Dynamics 365 Implementation for CWS Global (Non-Profit Organization)

Latest insights12 pages

Outsourced Accounting Services: Complete Guide for US Businesses
Offshore Bookkeeping Services: Benefits, Costs, and Best Practices
How to Build an Offshore Accounting Team for Your Business
Offshore Accounting vs In-House Accounting: Cost Comparison
Dedicated Offshore Accounting Teams: Everything You Need to Know
How Fractional CFO Firms Can Scale with Offshore Accounting Support
Why Growing Companies Need FP&A Before Hiring a CFO
Outsourced Controller Services: Everything You Need to Know
Finance and Accounting Outsourcing Guide
Complete Guide to Order-to-Cash (O2C) Process
Accounts Receivable Best Practices for Growing Businesses
Accounts Payable Outsourcing: Benefits, Costs & ROI

All insights

Services111 pages

Accountant services Firms in Cleveland
Accounting Policy Development
Accounting Services in Cleveland
Accounting Setup Services
Accounting Support for Fractional CFO Firms
Accounts Payable Services
Accounts Receivable Services
Audit-Ready Books & Audit Support
Automated Financial Reporting
Balance Sheet Services
Bank and General Ledger Reconciliations Services
Bank Reconciliations Services
Billing and Invoicing Services
Bookkeeping Services
Bookkeeping Services in Cleveland
Books Cleanup Services
Budgeting & Forecasting
Business Performance Monitoring
Business Performance Reviews
Business Tax Services
Cash Application Services
Cash Flow Forecasting & Liquidity Planning
Cash Flow/Budgeting
Closing Accounting Services
Collections Management Services
Credit Card Reconciliation Services
Credit Management Services
Custom Analytics Solutions
Customer Account Reconciliation
Customer Profitability Analysis
Data Visualization
Dedicated Offshore Accounting Teams
Department & Project Performance Analytics
Direct Deposit Setup Services
Employee Benefits Administration Services
Excel Financial Models
Executive & Board Reporting
Executive Scorecards
Expense Analytics
Finance Analytics & Business Intelligence
Financial Controls & Readiness
Financial Performance Analytics
Financial Performance Reviews
Financial Planning
Financial Planning & Analysis (FP&A)
Financial Process Optimization
Financial Reporting Services
Financial Statement Preparation Services
Financial Statements & Reports Services
Financial Strategy & Decision Support
Fixed Assets Accounting
Forecast Accuracy Analysis
Fractional CFO Advisory
General Accounting and Bookkeeping Services
General Ledger Reconciliation Services
Growth Planning
Income Statements Services
Individual Tax Services
Interactive Management Dashboards
Intercompany Accounting Services
Internal Controls Advisory
Inventory Management and Accounting Services
Investor-Ready Financials
Invoice Processing & Approvals
KPI Dashboards
KPI Reporting Packages
Liquidity Planning
Management & Executive Reporting
Management Reporting Services
Monthly, Quarterly, Year-End Review Services
Operational Analytics
Order Management Services
Order to Cash (O2C) Services
Outsourced CFO Services in Cleveland
Paycheck Distribution Services
Payroll and Employment Tax Services
Payroll Processing Services
Power BI Dashboards
Procure to Pay (P2P) Services
Profitability & Margin Analysis
Profitability Improvement
Purchase Order Processing Services
Purchase Requisitioning Services
Real-Time Management Reporting
Record to Report (R2R) Services
Recording and Reconciling Payroll Transactions Services
Revenue Accounting Services
Revenue Analytics
Revenue Reconciliation with Bank Deposits
Risk Management
Scenario Modeling
SOX Readiness Support
Staff Accountant & Controller Support
Stakeholder Reporting
Strategic CFO Advisory
Strategic Financial Analysis
Strategic Management Consulting
Tax Filing and Compliance Services
Tax Planning Support
Tax Preparation Services in Cleveland
Tax Services
Time and Attendance Tracking Services
Variance & Trend Analysis
Vendor Management Services
Vendor Payment Management
Virtual Bookkeeping Services in Cleveland
W-2 and 1099 Preparation Services
White-Label Accounting Services
Worker’s Compensation Administration Services
Working Capital Analytics
Year-End Tax Reporting

Finalert is an accounting, financial advisory, and analytics firm working with growing businesses across the United States. We run the books, the payroll, and the close, then carry the same numbers through to CFO advisory, reporting, and business intelligence. Two offices, Cleveland and New York, and one phone number.

(216) 759-3119
info@finalert.com
Monday to Friday, 8:00am to 5:00pm

Talk to an accountant.

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Or call (216) 759-3119, or book a time directly.

Accounting

Procure to Pay (P2P)
Order to Cash (O2C)
Tax Services
Record to Report (R2R)
Payroll Services
Bookkeeping
Offshore Accounting Teams
Accounts Payable
Accounts Receivable
Financial Statement Preparation

Advisory

Financial Planning & Analysis (FP&A)
Management & Executive Reporting
Strategic CFO Advisory
Financial Controls & Readiness
Fractional CFO Advisory
Budgeting & Forecasting
Cash Flow & Liquidity Planning
Scenario Modeling
Executive & Board Reporting
Internal Controls Advisory
SOX Readiness Support

Analytics

Finance Analytics & BI
KPI Dashboards
Financial Performance Analytics
Revenue Analytics
Interactive Management Dashboards
Executive Scorecards
Variance & Trend Analysis
Profitability & Margin Analysis
Automated Financial Reporting
Power BI Dashboards
Real-Time Management Reporting

Industries

Automotive
Consumer, Retail & E-commerce
Energy & Natural Resources
Financial Services
Government & Public Services
Higher Education
Life Sciences & Healthcare
Industrial Manufacturing
Nonprofit
Real Estate & Construction
Technology, Media & Telecom

Insights
Case studies
Guides
Cost calculators
FAQs

Company

About us
Contact
Book an appointment

Offices

Cleveland

1300 East 9th Street, Suite 1210
Cleveland, OH 44114, United States

Monday to Friday, 8:00am to 5:00pm

(216) 759-3119 Get directions

New York

800 Third Avenue, Suite 1105
New York, NY 10022, United States

Monday to Friday, 8:00am to 5:00pm

(216) 759-3119 Get directions

Talk to a human

Not sure where to start?

Twenty minutes with an accountant, not a salesperson.

Book a call (216) 759-3119

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