Client Accounting Services
Your business has grown. Is your accounting keeping up?
We combine experienced accounting professionals, AI-powered automation, and stronger financial controls to manage your accounting function more efficiently and give you better information to run your business.
Whether we handle your accounting entirely or work alongside your existing team, we build a smarter operation around the way your business works.
Our Client Accounting Services bring together the people, processes, and technology needed to keep your accounting running accurately and efficiently.
General Accounting & Bookkeeping
Maintain accurate, organized financial records with dependable day-to-day accounting support.
Month-End Close & Financial Reporting
Close the books consistently with timely financial statements that provide clearer visibility into your business's performance.
Accounts Payable & Receivable
Manage vendor bills, customer invoices, payments, collections, and the financial activity that keeps your business moving.
Financial Controls & Process Improvement
Establish more consistent accounting workflows, clearer responsibilities, and stronger review and approval processes.
Bank Reconciliations & Financial Oversight
Keep accounts reconciled, identify discrepancies, and maintain stronger controls over financial information.
AI Automation & Workflow Optimization
Identify opportunities to automate repetitive accounting tasks, connect systems, streamline processes, and reduce unnecessary manual work.
Payroll Accounting & Coordination
Support payroll-related accounting, reconciliations, and coordination to keep employee compensation accurately reflected in your financials.
Monthly Financial Statement Reviews
Review monthly financial results with experienced accounting professionals to understand changes, identify potential concerns, and gain clearer insight into your business's financial performance.
We don’t just do your accounting. We make it better.
Less manual work. Stronger controls. Smarter accounting.
We AI Your Accounting
We combine AI automation, modern accounting tools, and proven workflows to reduce repetitive work and build a more efficient accounting operation. From transaction processing to reconciliations and reporting workflows, we look for ways to make accounting faster, more consistent, and less dependent on manual effort.
We Keep Accountants in the Loop
Technology can automate the work, but accounting still requires judgment, accuracy, and oversight. Our experienced professionals provide the human expertise behind the systems, reviewing exceptions, maintaining accountability, and helping ensure your financial information is reliable.
Big firm expertise. White-glove service.
You deserve the sophistication of a larger accounting firm without feeling like another number. We bring experienced professionals, modern technology, and comprehensive capabilities together with the personal attention and responsiveness of a smaller firm.
We’re an Accounting Firm that Recruits
Most outsourced accounting firms want to keep your accounting outsourced. We give you options. We can manage your entire accounting function, support your existing employees with fractional professionals, or recruit the permanent accounting team to take the work in-house.
Frequently Asked Questions
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Bookkeeping focuses primarily on recording and organizing financial transactions. Client Accounting Services provide broader accounting support, including month-end close, financial reporting, reconciliations, oversight, and process improvement.
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Yes. Sourced. can manage your ongoing accounting function or support your existing team. We tailor the engagement around your responsibilities, systems, and the expertise your business needs.
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Not necessarily. We evaluate your existing accounting systems and processes before recommending changes. Sometimes the best solution is improving how your current technology is used. Other times, new tools or automation may create meaningful efficiencies.
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We identify opportunities to automate repetitive tasks and improve accounting workflows while maintaining human review, judgment, and oversight. Our approach combines modern technology with experienced accountants who remain involved in the work.
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Absolutely. Unlike traditional outsourced accounting providers, Sourced. also offers professional staffing and permanent recruiting. We can help modernize your accounting processes, document the workflows, and recruit the people who will manage the function internally.
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Yes. Sourced. is based in the metro Atlanta area and serves growing businesses throughout the region. We also support companies nationally.
Your business has grown.
Has your accounting kept up?
The accounting processes that worked when your business was smaller weren't necessarily designed for where you are today.
As transactions increase, teams expand, and operations become more complex, your accounting function needs more structure, better technology, and experienced oversight.
Maybe you're:
Waiting weeks for monthly financial statements.
Relying on a bookkeeper or office manager who's stretched beyond their role.
Spending too much time questioning numbers instead of using them.
Managing accounts payable, receivable, and reconciliations through manual processes.
Concerned about what would happen if a key accounting employee left.
Ready for stronger financial controls but not ready to build an entire accounting department.
You don't necessarily need more people or another software platform.
You need an accounting function that's built to support the business you've become.
"My recent client project with Sourced. was managed with professionalism and executed with accuracy. It was a great experience and brought long-term value to my client. You guys ROCK."
— Theresa
"Great leadership and team members. Always on your side and invested in your success. Very pleasant and professional to deal with. I highly recommend Sourced.!"
— Tom
Let's build an accounting function that works better.
The strongest accounting functions bring together accurate accounting, modern technology, and talented people.
AI Automation & Implementation
Modernize accounting workflows and put intelligent technology to work alongside experienced accountants.
CFO & CPA Advisory
Gain experienced financial leadership for cash planning, performance analysis, and important business decisions.
Talent & Recruiting
Access fractional accounting support, temporary professionals, or permanent talent to build the team your business needs.
Succession Planning & SOP Documentation
Document critical processes, strengthen continuity, and reduce your reliance on individual employees.