Managed Accounting & Financial Services

Controller-Precision Financial Operations — Without the Overhead

Comprehensive outsourced financial operations delivered under long-term retainer structures — full-cycle bookkeeping, financial reporting, payroll administration, tax coordination, and fractional CFO advisory. We run your financial operations the way a seasoned controller would.

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Service
Managed Services
Delivery
Dallas, TX + India Center
Engagement
Project · Retainer · Hybrid
Response
Within 1 Business Day
Benefits

What You Gain

✓
Full-Cycle Bookkeeping
Complete books maintenance — transactions, reconciliations, and chart of accounts — end to end.
✓
Financial Statement Preparation
Monthly P&L, balance sheet, and cash flow statements formatted for management and investor review.
✓
Fractional CFO Advisory
Strategic financial guidance — budgeting, forecasting, board reporting — without full-time cost.
✓
Payroll Administration
Complete payroll processing, tax filings, and compliance across all employee types.
✓
Multi-Platform Expertise
QuickBooks, Xero, Sage, and other platforms — we work in your existing system.
✓
Audit & Tax Coordination
Liaison with your CPA and auditors — organized, documented, and on time.
Cost Savings & ROI

The Financial Case

50–65%
vs. in-house controller
Annual fully-loaded cost comparison
$80K+
Annual savings
vs. hiring a full-time senior accountant
100%
Compliance maintained
Payroll and reporting deadlines never missed
Same day
Financial visibility
Real-time reporting vs. month-end scrambles
Who Needs This
  • Small and mid-size businesses without a dedicated finance team
  • Founder-led companies needing financial clarity for decision-making
  • Businesses preparing for audit, due diligence, or investor review
  • PE-backed companies requiring standardized financial operations
  • Organizations transitioning between accounting platforms
Deliverables

What We Deliver

Monthly Financial Package
P&L, balance sheet, cash flow, and variance analysis on a defined monthly schedule.
Bookkeeping & Reconciliation
Complete transaction recording, account reconciliation, and period-close management.
Payroll Processing
Full payroll administration including tax withholding, direct deposit, and compliance filings.
Fractional CFO Reporting
Board-ready financial narrative, KPI dashboards, and strategic financial advisory.
Platform Migration Support
QuickBooks, Xero, or Sage migration with data integrity verification and team training.
Why Consulting Opportunity Holdings
Established Since 2016
Nine years of delivery experience. An institutionally structured company with proven methodology — not a startup or freelancer.
AI-Augmented Delivery
Proprietary AI tools integrated into every engagement — higher accuracy and faster outcomes than traditional firms.
US Leadership + Offshore Economics
Dallas-based client management with India delivery capability — enterprise quality at competitive price points.
NDA & Confidentiality
NDA available on all engagements. Your business information stays confidential.
Get Started

Request a Consultation

Describe your situation and objectives. We will respond within one business day with a clear proposal for how we can help.

Direct Contact
HQ: Dallas, TX 75254

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