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Outsourced Accounting & CFO
Power up proposals & reporting packages with financial statements, cash flow analysis, and more in ready-to-use Excel workbooks generated from your client’s accounting system.
Why Strongbox
Integrations with the most popular accounting software.
Strongbox pulls the information you need directly from your client's accounting software, saving you time and ensuring completeness and accuracy. (Microsoft Dynamics coming soon!)
One Tool. Four Uses.
1. New Client Assessments
Use Strongbox to instantly gain one-time access to a potential client's financials. Then wow them during your proposal by offering insights right away!
Reports to Review for New Client Assessments:
Income Statements & Balance Sheets
Monthly & Annual Transactions Counts
Sales by Customer
AR & AP Agings
2. QBO to Sage Intacct Data Migrations
Quickly convert your clients with one-click data extractions that export into pre-built upload templates.
Template Highlights:
Data Mapped to Match Sage Templates
Journal Entries, CoA, Customers, & More
Eliminate Human Error from Manual Entry
3. Month-End Close Diagnostics
Easily review detailed financials before close each month. Uncover anything that might be missing or need attention before completing your work.
Reports to Review for Month-End:
Cash-Flow Analysis
AR & AP Agings and Analysis
High-Level Financials with Charts
Financial Statement Summaries
4. Monthly / Quarterly Reporting
One-click, standardized reporting packages with financials, cash flow, AR/AP agings, and more for clean, professional reports - fast!
Template Highlights:
Data Visualizations & Charts
Standardized, Consistent Templates
Custom Branding Available
Top Strongbox features for outsourced accounting & CFO firms
Line-by-line monthly balance sheets and income statements in a standard format with variance calculations.
The most powerful cash flow analysis on the market built from transaction-level data.
Instant calculations of common financial ratios & metrics to uncover patterns & identify points of interest.
Your reporting template in one click: customize the Strongbox output to fit your firm's needs.
Maintain the highest level of security & privacy with our SOC 2 certification.
Connect yourself or send a URL to your client to easily connect the accounting system.
Glean meaningful insights from massive amounts of financial data using real-time visual context.
Outsourced Accounting Insights
