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.
Financial Operations and Management Services
- Bookkeeping: Accurate, real-time financial records with automated reconciliations and reporting—always audit-ready.
- Payroll & HR On-time payroll, Designated team, No rotating staff employee administration, and compliance handled smoothly with zero downtime.
- Tax Services Proactive tax planning, filings, and compliance fully integrated into your financial operations.
- CFO Advisory Strategic financial leadership, forecasting, and insights to support smarter business decisions.
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.
Daily
- Data entry of bank, credit card transactions and accounts payable invoices
- Verification of all accounts payable invoices
- Add new vendors in accounting system
- Add new vendors in ACH and/or Bill Pay payment platforms
- Respond and address all accounting needs daily
- Ensure all accounting documents saved on client system
Weekly
- Data entry of sales reports
- Process accounts payable vendor payments via ACH and/or Bill Pay, including a two step approval process
- Process accounts payable vendor payments via vendor portal and/or online, including a two step approval process
Bi-Weekly
- Soft reconciliation of all cash balance accounts.
- Owner financial review meeting
Monthly
- Reconciliation of bank and credit card statements
- Prepare accounting packet and management report package and issue to owner by 25th of each month
- Management alignment meeting to include client and PBTSI leaders
As Needed / Ongoing
- Work with vendors on accounts payable issues
- Work with professionals (CPA, Auditor, etc.) and provide requested documents, if applicable
- As needed meetings with owner and/or management
Included Roles / Staff
- CFO
- Controller
- Bookkeeper
- Administrator
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.
Financial Operations and Management
- Scales with your business as needs evolve
- No reliance on a single person
- Zero downtime with cross-trained teams
- Process-driven efficiency and accuracy
- Seamless integration with your existing tech stack
- 24/7 global support and coverage
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.
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.
Paychecks Processed Monthly
In Payroll Processed Annually
On Time Payroll Processing
Missed Tax Filing Deadlines
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.
How long does the transition take?
Most clients are fully onboarded within a few weeks, depending on complexity.
How secure is my data?
We use secure, cloud-based platforms with strict access controls and best-practice security standards.
Will I still have visibility into my finances?
Yes. You’ll have real-time access to reports, dashboards, and your accounting systems.
Do I get a dedicated team?
Yes. You’re supported by a dedicated, cross-trained team—not just one accountant.
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!
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.
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.
MikMar, Inc.
Ready to Simplify Your Accounting?
Let’s build a modern, scalable system that grows with your business.