Full-Service Outsourced Accounting Department

A modern, process-driven financial operations solution for growing businesses that need accuracy, speed, and strategic clarity—without building an in-house team.

Your Entire Accounting Department & Remotely Powered by Technology

We replace fragmented vendors and internal hires with one fully integrated Financial Operations & Management (FOM) system.

From daily bookkeeping to payroll, tax compliance, and CFO-level oversight, everything works together seamlessly—giving you clarity, control, and peace of mind.

Smarter Accounting

Financial Operations and Management Services

Flexible Financial Operations and Management Services Plans

Our Operational Accounting services are designed to support day-to-day financial operations, ensure accurate and timely financial reporting, and provide reliable accounting support to help businesses operate efficiently and remain compliant. 

Operational Accounting services will be conducted according to the below schedule:

Daily

Weekly

Bi-Weekly

Monthly

As Needed / Ongoing

Included Roles / Staff

our working process

How Our Full-Service Model Works

Discovery & Onboarding

We assess your current systems, financial structure, and goals, then design a custom FOM solution.

Technology & Automation Setup

We integrate cloud-based tools, process automations, and reporting systems tailored to your business.

Ongoing Financial Management

Your dedicated team manages daily operations, reporting, payroll, taxes, and advisory—continuously and proactively.

Smarter Accounting

Financial Operations and Management

tech stack

Integrated With Your Existing Tech Stack

Works seamlessly with the tools you already use—ensuring smooth data flow, automation, and accurate reporting without disrupting your operations.

Stats that build trust

A Proven Accounting Partner

Backed by 75+ combined experience, PBTSI delivers reliable, system-driven accounting with zero downtime, fast response times, and long-term client retention. You’re never dependent on one person—you’re supported by a resilient, automated team.

0 +

Paychecks Processed Monthly

0 M+

In Payroll Processed Annually

0 %

On Time Payroll Processing

0

Missed Tax Filing Deadlines

FAQs

Frequently Asked Questions

Have questions about how PBTSI works? Here are answers to the most common questions about our outsourced, process-driven accounting services, onboarding process, and technology.

Most clients are fully onboarded within a few weeks, depending on complexity.

We use secure, cloud-based platforms with strict access controls and best-practice security standards.

Yes. You’ll have real-time access to reports, dashboards, and your accounting systems.

Yes. You’re supported by a dedicated, cross-trained team—not just one accountant.

testimonials

Trusted by Business Owners Since 2002

I am grateful to have the opportunity to work with Stephanie White and her team at PBTSI. For years Stephanie has given me the needed guidance to thrive as a young and ambitious business owner in the Las Vegas Valley. Not only has she helped with my accounting for my business but she has also helped me with starting my Non-Profit. She has helped me create a business AND a Non-Profit step by step. I would recommend her services to anyone who asks about accounting. It is safe to say I will continue to be working with Stephanie and her team!

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Aniciete Training Club

PBTSI rescued my company and me from the jaws of defeat. We had neglected our accounting department to the point that we hadn’t received month-end financials for 6 months. We didn’t know how to whip the department into shape because we’re mental health professionals, not accountants. We reached out to PBTSI while on the verge of bankruptcy, described the situation to them, and looked at them like deer in headlights hoping they could fix everything. It’s taken time and effort on our part, but 9 months later, we’re receiving on-time, accurate monthly financials, and we’ve completely revamped our accounting practices. We’re implementing budgets and financial meetings across departments, all under the leadership of PBTSI. PBTSI spoke in plain language and kept the jargon out. They walked me through QuickBooks personally and professionally. They helped me understand my financials and that I can reconfigure them in ways that make sense to me. They worked closely with staff in my business to undo confusing policies and procedures and implement streamlined systems. They worked closely with my CPA to ensure they have everything they need without making me feel like a go-between with my accountant and CPA. PBTSI is on my team. They’re kind, professional, knowledgeable, and experienced. I can’t emphasize how nice it is to have an accounting team that speaks English to me instead of accounting-ese. I have recommended PBTSI to anyone who asks me about accounting.

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Healthy Minds

I have been very happy with the tax service and professionalism of Professional Bookkeeping & Tax Service Inc. From Chelsea, the Practice Manager, to Stephanie White, Founder & Accounting Director, I greatly appreciate their quick responses to questions asked and work to be completed. I look forward to continuing my association with them for the foreseeable future.

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MikMar, Inc.

Ready to Simplify Your Accounting?

Let’s build a modern, scalable system that grows with your business.