How It Works

We deliver a comprehensive, streamlined solution for all of your back-office needs.

At Financial Design our skilled, experienced professionals use secure technology and a proven process to provide a full suite of outsourced bookkeeping services. We’re here to take on the back-office tasks that would otherwise divert you from your core competency.

We are here to help. As your outsourced bookkeeper and controller, our skilled, experienced professionals use secure technology and proven processes to deliver a back-office solution that will provide you with critical information that promotes the success of your growing business.

When you work with Financial Design, there’s no need to hire a controller, an HR administrator or an accounts payable manager. We can fill all those functions, giving your business one comprehensive, cost-effective, long-term solution for bookkeeping services and other back-office needs. As a result, you and your team can focus on what you do best.

Here’s a look at what you can expect as a Financial Design client.

Getting Started

Our partnership begins with a kickoff call. You’ll meet your account manager, learn about our processes and get a clear overview of our outsourced bookkeeping services.

Working Together

Communication is the foundation of our partnership. We will discuss upfront how often you would like for us to communicate with you. We will setup a communication plan that meets your preferences.

Making It Easy For You

You can send us your back-office documents, such as invoices, receipts and statements by uploading the files to our secure shared folders.

Account Manager

Our team will include an experienced associate who will be your point of contact and answer any questions you may have.

Always Here For You

We’ll be there for everything from answering and processing your questions to keeping you on top of key business data and working on ad hoc projects as needed.

Room To Grow

As your business grows and demands change, we can add more resources as needed. You may never need to hire internal back-office resources!


Schedule A Discovery Call

We would really like the opportunity to meet you, schedule a call with us to see if we are the right firm for you.