MANAGEMENT QUESTIONS

Should we hire or outsource our accounting?

Compare hiring and outsourcing by workload and the roles that must remain inside the company—not fees alone. Separate document collection, bookkeeping, monthly closing, payment approval and management reporting. Outsourcing routine work still requires internal review, approval and handover.

YOUR CURRENT SITUATION

Does this sound familiar?

  • We do not know if there is enough work for a full-time hire.
  • Only one person knows our accounting procedures.
  • Bookkeeping is done, but monthly reporting is late.

Possible causes

Unclear workload, late documents, undefined approval responsibility or missing procedures may be the cause. Hiring or a new tool alone may not resolve the bottleneck.

START WITH THE NUMBERS

Numbers to review first

Measures and how they inform decisions
MeasureMeaningInformation neededUse in a decision
Time by taskMonthly, annual and exceptional workTask records and close timetableEstimate staffing needs
Volume and exceptionsTransactions and judgment-based casesInvoice, expense and bank recordsDefine outsourcing scope
Time to closeDays until monthly numbers are readySubmission and approval recordsLocate delays
Total costStaff, hiring, supervision and handoverQuotes and workload estimatesCompare equivalent scopes
YOUR OPTIONS

Who should hold each responsibility?

Internal team

Own transaction confirmation, information updates, approvals and execution. Check available time, expertise and backup coverage.

Existing tax accountant

Confirm tax matters and accounting or management advice covered by the engagement. Check scope, deliverables and frequency.

Management BPO

Prepare bookkeeping, monthly and management information. Agree scope, internal approvals, closing dates and outputs.

External CFO

Compare cash, investment and plans to support decisions and execution. Agree involvement, decision authority and internal owners.

HOW AUREVIA HELPS

Support designed around your situation

What we review
Task lists, monthly schedules, transaction volumes, systems and document-sharing methods.
What we work on
We separate outsourced tasks from internal review and approval, then define procedures, deadlines and access rights.
What we provide
A responsibility matrix, monthly procedures and closing timetable, and management information appropriate to the scope.
What we need from your team
Appoint a contact and approver, provide documents and transaction explanations on time, and review processing.

Specific tasks and deliverables are agreed in the engagement after understanding your situation.

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ROLES & RESPONSIBILITIES

Clear roles make the partnership work.

AureVia’s management BPO prepares information for decisions, while CFO support helps compare plans, funding and investments. Your company retains approval authority and responsibility for business decisions and execution. The exact work, deliverables and involvement are agreed in the engagement.

Fees are quoted individually after reviewing the work, transaction volume, state of records, number of businesses or entities, meeting frequency and required outputs. Initial setup, ongoing fees and additional-work conditions are clarified before the engagement.

Tax filings and tax advice are provided by separately engaged professionals, not by AureVia Inc. We coordinate with existing advisers where appropriate. Support does not guarantee financing approval, profit improvement or an increase in enterprise value.

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ILLUSTRATIVE EXAMPLE

A decision in context

This example explains the approach. It is not a client case study or a claim about results.

If the accounting employee of an illustrative company plans to leave, the first step is a list of recurring work, payment approvals and exceptions. Bookkeeping and monthly aggregation may be outsourced, while transaction confirmation and payment approval remain internal. Handover time and a backup owner should be agreed first.

QUESTIONS & ANSWERS

Common questions

What determines the cost of outsourcing?

Transaction volume, bookkeeping and reporting scope, the state of records and the number of entities all matter. AureVia provides individual proposals with initial and additional-work conditions clarified.

Does outsourcing automatically include tax filings?

No. Payment approval and tax filing should not be assumed to be included. Scope and responsibilities must be explicit; AureVia Inc. itself does not provide tax filing or tax advice.

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