A complete finance function with real-time visibility, built to keep you deal-ready every day.

By the time most owners see their monthly financials, it’s old news. We run your accounting so you see the business as it stands today: a close measured in days, not weeks; real-time dashboards; balance sheet accounts reconciled continuously; and AI-enabled reporting that flows from the ledger rather than from spreadsheets.

Most middle-market companies cannot hire their way to this. An in-house team of the size needed costs more than a full outsourced function, depends on one or two people who could leave, and rarely has the automation or transaction experience to deliver it. Outsourcing gives you all of it, including senior oversight, at a cost much less than a fully staffed in-house team.

The result is a set of books that holds up to a lender, investor, or buyer on any given day, delivered by a team that scales with your growth without the cost or risk of building one in-house.

  • Core Accounting & Back Office

    We take ownership of the daily transaction work so it runs on process rather than on any one person’s knowledge. Every workflow is documented, automated where it can be, and reviewed by senior staff.

    What We Deliver

    • Invoicing, accounts receivable, and collections follow-up
    • Accounts payable, vendor onboarding, W-9 collection, and payment processing
    • Payroll coordination and expense management
    • Bank, credit card, and balance sheet reconciliations performed continuously, not at month-end
    • Fixed asset, prepaid, accrual, and deferred revenue schedules maintained monthly
  • Continuous Close & Real-Time Reporting

    We replace the monthly scramble with a close that runs throughout the month, so the books are never more than a few days from current and the financials are GAAP-aligned, reconciled, and ready to act on.

    What We Deliver

    • Monthly financial statements delivered within days of month-end
    • Accrual-basis accounting with revenue recognition under ASC 606
    • Variance analysis with explanations, not just numbers
    • Trailing twelve-month, normalized EBITDA, and working capital trend as standard pages
    • Supporting schedules that tie at every period end, ready for lenders, auditors, or buyers
  • Daily Flash & Weekly Dashboards

    Our delivery model is AI-enabled end to end: automated transaction processing, continuous reconciliation, and anomaly flagging come standard. That is what makes daily and weekly reporting possible without adding headcount.

    What We Deliver

    • Daily flash reports on cash, sales, and collections
    • Weekly dashboards on revenue, margin, and the KPIs that run your business
    • Reporting connected to operating systems (billing, inventory, point of sale, practice management, job cost) so the numbers reflect the business, not just the ledger
    • Exception and anomaly alerts so problems surface in the week they happen
  • Treasury & Cash Flow Management

    Cash should be forecast, not discovered. We give leadership a forward view of liquidity built from the actual drivers of the business.

    What We Deliver

    • Daily cash position across all accounts
    • Rolling 13-week cash forecast tied to billing, collections, payables, and payroll
    • Working capital analysis covering receivables, inventory, and payables trends
    • Bank account structure rationalization and treasury process design
    • Lender borrowing base and covenant calculations
  • Stakeholder Reporting

    We produce the packages your board, lenders, investors, and advisors expect, from the same reconciled data set, so every audience sees one consistent story.

    What We Deliver

    • Board and investor packages with performance narrative
    • Lender covenant and compliance reporting
    • Monthly management reporting tailored to how leadership actually runs the business
    • Supporting materials and databook readiness for bankers and buyers

Why Buxbaum

  • Real-time financials instead of a 30-day-old snapshot, which keeps you deal-ready every day rather than when a buyer shows up.
  • A finance function built on documented processes and automation, not on a single person whose departure would take the books with them.
  • Senior judgment on every engagement. The people reviewing your close have run finance functions and sat across from buyers in diligence.
  • System-agnostic across QuickBooks, NetSuite, Sage Intacct, Xero, and the tools around them, with fast onboarding and minimal disruption.
  • Scalable support that flexes with volume, complexity, and growth without a hiring cycle.

What Clients Gain

  • The accuracy and coverage of an in-house team without hiring, managing, or scaling one
  • Books that hold up to lender, investor, or buyer scrutiny at any time
  • Real-time visibility into cash, margin, and performance so decisions are made on current information
  • A close that takes days, not weeks
  • Freedom from key-person dependency in the finance function
  • Leadership time returned to running the business

Tools Used by Buxbaum

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