Internal team
Own transaction confirmation, information updates, approvals and execution. Check available time, expertise and backup coverage.
MANAGEMENT QUESTIONS
We have a tax accountant, but need a financial partner.
Clarify whether you need an ongoing role to consider budgets, cash, investment and capital policy in addition to tax matters. First check the scope of your existing adviser’s engagement, then decide which missing functions belong with internal staff, BPO or a CFO.
YOUR CURRENT SITUATION
Does this sound familiar?
- We discuss year-end accounts but not the next action.
- We have no one to discuss financial plans or investment with.
- Accounting, tax and management use different numbers.
Possible causes
The issue may be contractual scope, timing or unclear management questions, rather than an adviser’s ability. We identify existing support before adding capabilities.
Numbers to review first
| Measure | Meaning | Information needed | Use in a decision |
|---|---|---|---|
| Reporting timing | Delay before information supports decisions | Closing schedules and reports | Agree sharing frequency |
| Budget and actuals | Progress toward objectives | Budget and monthly accounts | Choose the next action |
| Future cash | Balances after receipts, payments and debt service | Cash forecast | Anticipate funding gaps |
Who should hold each responsibility?
HOW AUREVIA HELPS
Support designed around your situation
- What we review
- Current accounting and tax roles, adviser deliverables, closing dates and the decisions required in management meetings.
- What we work on
- We organize how tax-related records and management information are shared, reducing duplicate work and omissions.
- What we provide
- Role and information-sharing rules, management accounting and cash-plan reviews, and focused meeting agendas.
- What we need from your team
- Agree information sharing with your existing advisers and designate internal contacts and approvers.
Specific tasks and deliverables are agreed in the engagement after understanding your situation.
Discuss this question ↗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.
Our independent professional partner ↗ILLUSTRATIVE EXAMPLE
A decision in context
This example explains the approach. It is not a client case study or a claim about results.
In an illustrative company, the tax accountant handles filings and an internal employee gathers invoices. If next year’s hiring is the issue, BPO can prepare monthly information and the CFO can compare personnel costs and cash forecasts, subject to the agreed scope. Tax judgments remain with the tax accountant.
Common questions
How does a tax accountant differ from a CFO?
A tax accountant is a tax specialist. CFO describes a role in management decisions through finance. Some services overlap, so compare actual responsibilities and deliverables rather than titles alone.
Can we keep our existing tax accountant?
Yes. A complementary financial and management function can be considered while retaining your existing engagement. The parties must agree information sharing, roles and the order of review.
Explore related questions.
01 / MANAGEMENT QUESTION
All management questions ↗I want to understand our business numbers.
Separate profit and cash, then connect monthly information to your next decision.
Explore the question ↗02 / MANAGEMENT QUESTIONI am concerned about cash flow or borrowing.
Map receipts, payments and repayments to identify when cash is lowest.
Explore the question ↗