BPO Services · Outsource the Process, Keep the Control
Business Process Outsourcing for Businesses That Need a Little Help
Your team doesn't have the bandwidth to do everything. Some accounting functions pile up, fall behind, or never get done at all. Basis 365 takes specific processes off your plate: accounts payable, accounts receivable, month-end close, and more.
What Is Accounting BPO?
Business process outsourcing (BPO) in accounting means handing off specific finance and accounting functions to an outside team, rather than outsourcing your entire accounting department.
Companies use accounting BPO for a few reasons. Some have internal accounting staff and a high-volume function that's becoming a bottleneck. Others are at a stage where full outsourced accounting isn't the right fit yet, but one specific area needs professional handling. Either way, the goal is the same: get that function done reliably, without adding headcount.
Basis 365 provides accounting BPO services as a modular engagement. You identify the process. We staff it, run it, and report back. Your team stays focused on what it does best.
Accounting BPO
Outsourced Accounting
Two Types of Companies Use Accounting BPO
Accounting BPO isn't one-size-fits-all. The businesses that benefit most tend to fall into one of two categories.
You have an accounting team. One function is a problem.
Your controller or accounting staff handles the day-to-day, but a high-volume process is consistently behind, error-prone, or taking time away from higher-value work. You don't need a new hire. You need a reliable external team to own that specific function.
- AP volume has outgrown your current capacity
- Month-end close keeps slipping
- AR follow-up isn't happening consistently
- You want the process done right without managing it yourself
You don't have a full accounting team yet, and one area needs attention now.
You're not ready for a full outsourced accounting engagement, or your books are largely handled but one area has gotten away from you. Starting with a single process is a practical way to get that function under control while you figure out the bigger picture.
- Vendor invoices are piling up without a clear process
- Customers aren't being invoiced on time
- Reconciliations are months behind
- Close work isn't getting done at all
Accounting BPO Services
Each of these is available as a standalone engagement or in combination. We scope the work, build the process around your systems, and deliver consistent execution every month.
Accounts Payable Processing
End-to-end management of your vendor payables, from invoice intake to payment execution.
- Invoice receipt and coding
- Approval workflow support
- Payment run preparation
- Vendor account management
- AP aging reporting
Accounts Receivable Processing
Consistent invoicing and follow-up so your cash flow isn't waiting on someone to chase it.
- Customer invoicing
- Cash application and matching
- Collections follow-up cadence
- AR aging reporting
- Dispute documentation support
Month-End Close Support
For companies with internal accounting staff who need execution support on the close process itself.
- Journal entry preparation
- Account reconciliations
- Close checklist execution
- Close package preparation
- Coordination with your controller or CPA
Bank & Credit Card Reconciliations
Keeping your accounts reconciled on schedule so your books stay accurate and month-end isn't a scramble.
- Monthly bank reconciliations
- Credit card reconciliations
- Exception identification and resolution
- Reconciliation reporting
Expense Report Processing
Structured processing of employee expense reports so reimbursements and coding don't fall through the cracks.
- Expense report review and coding
- Policy compliance check
- Reimbursement preparation
- Expense reporting and categorization
Financial Reporting Package Prep
For companies that have internal staff but need a consistent, formatted reporting package produced every month.
- P&L, balance sheet, cash flow compilation
- Budget vs. actual variance reporting
- KPI reporting support
- Board or stakeholder package formatting
Frequently Asked Questions
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Accounting BPO (business process outsourcing) means contracting a third-party team to handle one or more specific accounting functions on your behalf. Rather than outsourcing your entire accounting department, you outsource a defined process such as accounts payable, accounts receivable, payroll, or month-end close. The result is that function gets done reliably by a professional team, without adding internal headcount.
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Outsourced accounting replaces your entire accounting department with an external team that handles everything from bookkeeping through financial reporting and controller oversight. Accounting BPO is more targeted: you retain control of your accounting function overall and hand off one specific process. With BPO, we handle a defined function alongside your existing team or CPA. With outsourced accounting, we become your accounting department. Both are valid models depending on where you are as a business.
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Yes. Most BPO engagements work this way. Your internal controller or accountant stays in their role. We handle the specific process they've assigned to us and report back to them. We're used to being one part of a larger accounting structure, not the whole thing.
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We work in QuickBooks Online, Xero, NetSuite, Puzzle, and other cloud-based accounting platforms. We're able to learn others as well. One thing worth noting: we work best in cloud-based systems. If your accounting software runs on a local or hosted server, we're likely not the right fit.
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It can. Some customers start with a single process and expand as they realize how much easier it is to have a professional team handling their accounting. If that happens, we have a full outsourced accounting model built around a fractional team customized by role to fit your needs. That transition happens on your terms, when you're ready.
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We work with a wide range of companies on BPO engagements. On the smaller end, it's often businesses in the $1M–$10M range with a partial accounting setup that needs one function handled professionally. On the larger end, it's companies with established accounting departments where a specific high-volume function has become a bottleneck. The common thread is a defined process that needs reliable, consistent execution.
Ready to get one process off your plate?
Tell us what's not working. We'll figure out whether BPO is the right fit and what it would look like for your business.