Why outsource?

By outsourcing your accounting, tax, bookkeeping or CFO needs to BlumShapiro, you are guaranteed to receive reliable, trustworthy and professional services tailored to your specific needs. You will also avoid the work of hiring, training and supervising internal staff, allowing you to focus your time on core business activities.

How else can my company benefit from outsourcing?

Our talented staff can offer improvements to your accounting and bookkeeping functions, internal controls and financial reporting. You will also gain access to our broad range of knowledge and expertise in handling complex accounting issues that may arise, deep tax expertise and access to a range of accounting software solutions.

I already have a great bookkeeper, but I need something more. How can BlumShapiro help?

Through our fractional Controller/CFO services, BlumShapiro will provide oversight and support to your bookkeeper to increase productivity, assist with strategic planning, focus on increasing profitability or act as a strategic business advisor. Your organization will get the experience, insights and benefits of a CFO/Controller without the costs of a full-time employee. We customize this service to meet the needs of your business.

My bookkeeper just quit. What do I do now?

Call us immediately. Our team has the training and experience to step in and keep your bookkeeping function running smoothly.  If possible, we would like to meet with and debrief your outgoing bookkeeper. Our goal is to provide a seamless transition.

Who will I work with at BlumShapiro?

You will have at least two contacts at BlumShapiro. One of our talented staff accountants, working under the supervision of a manager, will be assigned to your engagement.  This accountant will be your primary, regular contact at BlumShapiro, but you will also have access to the manager.

What Software does BlumShapiro work with?

We support clients on both the QuickBooks and Sage Intacct accounting platforms.

QuickBooks is an excellent accounting system that can be used for many types of business and organizations. We are experts in designing and implementing QuickBooks software, customized to the needs and reporting requirements of your particular business.

Sage Intacct is a best-in-class cloud financial management solution. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. It integrates with hundreds of APIs and systems.

Does BlumShapiro know my industry?

Our team members have a wide array of industry experience, including non-profit organizations, healthcare, construction, professional services firms, restaurants and franchises, retail businesses, wholesale distributors and more.

Does BlumShapiro provide services to non-profit organizations?

Yes. Our dedicated non-profit team has significant experience with social service providers, charitable and religious organizations, membership and trade organizations, private foundations and other 501 (c)(3) organizations.

I already have a CPA firm. Why do I need outsourced services?

We assist our clients with internal accounting and bookkeeping functions while working hand-in-hand with your CPA. We will provide your CPA with timely and accurate information in an organized manner, so that they can serve you more efficiently and effectively.

Who will prepare my income tax return?

Our tax professionals can prepare your federal and state tax returns, or your CPA firm can continue to prepare your income tax return. BlumShapiro will provide the necessary information to your CPA and will assist your CPA through the tax preparation process.

We use a different accounting system. Do we have to convert to QuickBooks or Sage Intacct?

We will discuss the pros and cons of converting in our initial meeting. In some cases, it makes sense to convert to QuickBooks or Sage Intacct.  In other cases, our staff will work with your existing accounting system.  We are experts in QuickBooks and Sage Intacct, but we also have experience with several other systems.

What about fees?

After our initial meeting, we will prepare a customized proposal that outlines the scope of our engagement and an estimate of our fees, based on staffing requirements. We strive to keep our services streamlined and cost effective.

Will BlumShapiro handle my payroll?

Yes. BlumShapiro can process your payroll internally or work with an outside payroll service. Once we become familiar with your company and your payroll needs, we will determine the best way to proceed.

How do we communicate and exchange information?

Typically, our clients assign one staff person to serve as the liaison between our companies. We can exchange information by email, fax, FedEx, FTP secure site, etc.

Does BlumShapiro come to our office?

In most cases, we work from our offices throughout New England, eliminating travel time and allowing our staff to respond quickly to your questions. Our offices are equipped with the latest technology to efficiently manage most engagements. However, if working at our client’s site is required and/or more efficient, we will do that.

How do I get started?

Give us a call. We provide a free consultation to all potential clients. We welcome the opportunity to discuss your needs and objectives and will formulate a plan to provide you with exceptional service.

Litigation Support Services

Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier consulting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve companies in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with technology consulting, business valuations, litigation support, project management, process & controls and bankruptcy consulting services. We are a Intacct Partner offering accounting software including Cloud ERP solutions. Learn more about our City of the Future offerings.