We operate the back-office finance function — close, AP/AR, payroll, sales tax, reporting, and year-end — with a senior CPA partner reviewing every deliverable. Strategic finance comes built in: the CPA on your books is the same partner advising on the decisions that come up between closes.
You're past bookkeeping but not yet at the scale that justifies a $400k all-in CFO hire. The board, the lender, or the next round of buyers expects more than your current finance team can produce. That is the work we take on.
Recently acquired or platform-stage businesses where the sponsor expects institutional-grade reporting, KPI infrastructure, and disciplined month-end — without the cost of a full corporate finance team.
Owner-operators preparing for a sale, recapitalization, or growth raise. The numbers need to hold up to buyer-side diligence — clean books, defensible projections, and a story that survives scrutiny.
If you run a smaller business — under $5M revenue, hiring or replacing a bookkeeper, or looking to outsource accounting and back-office work — Staq Teams is our service tier built around the same delivery model at small-business pricing. Same offshore-plus-AI-plus-CPA stack, scoped to monthly close, AP/AR, payroll coordination, and clean reporting. From $1,500/month.
See Staq Teams →We don't replace one role — we run the entire accounting function. Six core service areas, all delivered through the same managed team and reviewed by a senior CPA.
Accrual books, account reconciliations, accruals, and a 10-business-day close cadence. Audit-ready and current — not three months behind.
Vendor bill processing, payment runs, customer invoicing, collections support — managed end-to-end so your team isn't living in QuickBooks.
Coordination with your payroll provider (ADP, Gusto, Rippling, Paychex). Timesheet processing, GL coding, reconciliation, and benefits accruals.
Multi-state filings, nexus monitoring, remittance, and coordination with your tax CPA. So nothing falls through the cracks at year-end.
Monthly P&L, balance sheet, cash flow, KPI dashboard, and plain-English commentary — built for whoever your audience is: leadership, sponsor, lender, or board.
Trial balance, supporting schedules, fixed asset rolls, multi-entity consolidation, and a clean handoff to your tax CPA. Audit-ready out of the box.
Most outsourced accounting firms hand you off to a junior bookkeeper and call it done. Staq is structured differently. The senior CPA reviewing your books every month is the same partner you call when something strategic comes up — and they already know your numbers.
By the time most outsourced accounting firms get a strategic question — about pricing, working capital, an acquisition, a covenant — the answer requires a junior bookkeeper escalating to a controller escalating to a partner who has to relearn the business from scratch.
At Staq, the CPA partner reviewing every deliverable is the same person you call. They already know how your revenue recognizes, where the working capital sits, what your margin profile looks like. That context turns a 30-minute strategic question into a 5-minute one — and turns the answer from a generic best practice into something specific to your business.
This is the layer that smaller-business outsourced bookkeeping doesn't include. It's why Staq sits where it does — in the band where the accounting work is real but a $300k+ in-house controller-plus-CFO setup is overkill.
Big 4 advisory, top-tier sponsors, and global asset managers don't run their finance functions on North American teams alone — they run them on managed offshore execution under senior CPA oversight. The cost structure makes the math work. The QC layers make the quality stand up. We've operated inside this model. We've trained those teams. We've signed off on the work.
A trained, dedicated delivery team handles transaction processing, account reconciliations, schedule preparation, and the foundation of the close. Not a faceless outsourcer — a managed team built around your account, with continuity and accountability.
Variance detection, reconciliation auditing, anomaly flagging, and consistency checks run continuously across the close cycle. The work that used to require a junior reviewer now runs in software — before it ever reaches a CPA's desk.
Every deliverable that leaves Staq is reviewed and signed off by a North American CPA. Strategic work, board-facing materials, and judgment calls happen at this layer — never at the offshore one.
The result is a full accounting function delivered with two independent layers of review — AI and a North American CPA — at a cost structure that makes Staq economically viable for $1M–$20M EBITDA companies. You aren't paying North American wages for transaction processing. You're paying for senior judgment and quality control on the work that actually requires it — including the strategic CPA partnership built into every engagement.
We don't bill hours, we don't expand scope without conversation, and we don't rotate junior staff onto your account.
Three scenarios that describe most of our inbound conversations. If one of these reads like your business, the next step is a diagnostic.
We replace ad-hoc reporting with a sponsor-ready monthly pack, install KPI infrastructure aligned to the value creation plan, and stand up integration tracking for add-ons — without the company hiring a full corporate finance team.
We re-cut historicals to clean accrual, rebuild the three-statement model on defensible drivers, and prepare quality-of-earnings readiness so the buyer-side cannot mark down EBITDA on the basics.
We install a real close calendar, build a driver-based budget and rolling forecast, and create the variance discipline that turns monthly leadership meetings from status updates into decisions.
Staq is a senior-led practice — not a roster of associates billing through a partner. Every engagement is run by someone who has owned a P&L and lived inside a real close cycle.
At $1M–$20M EBITDA, the questions that arrive on the finance desk aren't just bookkeeping — they're judgment calls. Should we restructure the lender package? Is this add-on accretive after working capital? How do we present a softer quarter? Do we need to recut historicals before going to market?
Those questions don't come up at predictable times, and they don't get good answers from a junior bookkeeper. They need a senior CPA who already knows the books — which is exactly what the CPA partnership is structured to provide.
Staq's leadership has operated across three distinct contexts: Big 4 professional services, where the offshore-team-plus-CPA delivery model has been refined for over a decade; institutional asset management, where reporting and accuracy standards are set at the highest end of the industry; and direct operating roles as a multi-entity finance leader. The breadth across those three contexts — advisory, institutional, operator — is what makes the model work for businesses your size.
Operating retainers cover the full accounting function plus the CPA partnership. Diagnostic and Transaction engagements are project-scoped for specific needs.
Tell us about your business. We'll tell you honestly whether we're the right fit — and if we're not, we'll point you somewhere better.
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