You check your bank balance every morning. Revenue looks fine. But cash is tight, payroll is always closer than it should be, and you're not sure where the money actually goes.
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Your CPA sends a tax return once a year. Your bookkeeper — if you have one — records transactions. But nobody is helping you understand the real economics of your business.
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That's the gap. And it's costing you more than you think.
What Outsourced Accounting Actually Means
Outsourced accounting isn't just hiring a bookkeeper. It's getting an entire accounting department — without the overhead of building one in-house.
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We handle the day-to-day financial operations of your business. Bookkeeping, monthly closes, financial reporting, and the analysis that tells you what the numbers actually mean. You get clean data, reliable reports, and someone who picks up the phone when you have a question.
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Think of it this way: instead of managing a bookkeeper, chasing down your CPA, and trying to make sense of it all yourself — you hand us the keys and we run it.
TAX FINANCIALS
What your CPA prepares. Built for the IRS — organized for compliance, backward-looking by design. Important? Absolutely. But they don't help you run the business.
MANAGEMENT FINANCIALS
Built for you — the owner. They show where your cash goes, which customers are actually profitable, what your margins look like by service line, and whether you can afford that next hire. This is the financial intelligence that helps you make decisions.
Your CPA handles one kind. We handle the other. Both matter — they're different jobs.
Most small businesses are running on tax financials alone. That's like driving with nothing but a rearview mirror.
Two Kinds of Financials
Here's something most business owners don't know: there are two kinds of financials.
Why S1 Finance
We analyze your business the way an investor would — not just recording what happened, but identifying what's driving your results and what to do next.
Interpretation, not just numbers
Your reports include what it means and what to do about it.
Opportunities flagged
​Insights you'd miss in a standard financial package.
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Leading indicators
Metrics that predict problems before they show up in the bank account.
Builder's mindset
We think about your business as something you're building, not just running.
Who This Is For
Your books are solid — or close to it — but you're not getting insight from your numbers. You're ready to see what's driving your business, not just what happened last month.
Outsourced accounting with S1 Finance is built for service-based business owners who:​
Have 5 to 50 employees and are typically doing $1M to $5M in revenue
Are tired of managing their own books — or tired of a bookkeeper who isn't getting it done
Want real financial visibility, not just a year-end tax package
Need someone proactive — not someone you have to chase
Industries we work with: staffing companies, HVAC contractors, dental practices, property management firms, and other service businesses. Headquartered in Dallas, working with clients across Texas and beyond.
Earlier-stage? Our bookkeeping services might be a better fit.
Need strategic support? Take a look at our fractional CFO services.
How It Works
1
Discovery Call
We talk about your business, what's working, what's not, and whether we're a good fit. No pitch — just a conversation.
​Free · 30 minutes
2
Financial Diagnostic
For businesses that need deeper assessment, we start with a diagnostic. We review your current financials, identify gaps and risks, and deliver a written report with prioritized recommendations.
Starting at $1,500 · 2–3 weeks
3
Ongoing Engagement
We take over your financial operations. Monthly reporting, analysis, and a team that knows your business. You focus on running it.
Common Questions
How is this different from just hiring a bookkeeper?
​A bookkeeper records transactions. We do that too — but we also close your books monthly, build custom reports, analyze your profitability, project your cash flow, and flag problems before they become emergencies. You get a complete financial function, not just data entry.
Do you replace my CPA?
​No. Your CPA handles taxes. We handle everything else — the management side of your financials. We actually make your CPA's job easier by keeping the books clean and organized year-round. Most of our clients keep their CPA and work with us alongside them.
What does outsourced accounting cost for a small business?
It depends on the complexity of your business — transaction volume, number of entities, reporting needs. We'll scope it in the discovery call. No surprises, no hidden fees.
Can you fix messy books?
Yes. Most owners we work with come to us with books that are behind, disorganized, or unreliable. We clean them up, build a reliable process, and then keep them running. The cleanup is usually the hardest part — after that, it's smooth.
Do I have to be in Dallas?
We're headquartered in Dallas and serve clients across Texas and beyond. All of our work is done remotely — we meet over video, use cloud-based tools, and deliver reports digitally.