Outsourcing
All the upside of highly-qualified experience without the FTE commitment. Faster close. More accurate reporting. And that’s just for starters.
The finance and reporting support that solves what’s slowing you down
Pain points solved
- Finance team stuck in day-to-day tasks instead of driving strategy
- Delayed month-end close and unreliable financial reporting
- Lack of senior-level financial leadership without the budget for a full-time CFO
- Inconsistent quality and competency from outsourced providers
- Limited internal resources to manage bookkeeping, reporting, and compliance
- Difficulty scaling finance support as the business grows
- Cash flow uncertainty and lack of forecasting visibility
- Audit stress and lack of audit readiness
- Gaps in FP&A, financial modeling, and board-level reporting
- Debt covenant and compliance complexity
- Weak communication and lack of transparency from service providers
- Overpaying for full-time hires when flexible support would suffice
Sub-services
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General ledger and period-end close processing
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Expense reporting oversight
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Inventory & fixed asset reporting and advisory
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Bank and balance sheet reconciliations
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Treasury and accounts payable
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Accounts receivable & revenue reporting
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Industry-specific advisory and financial insights
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Reporting for assets & liabilities
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Debt covenant complianceRecord-keeping oversight
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Financial reporting to management, Board of Directors, and investors
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Financial statement analysis for strategic decision-making
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Budgeting, forecasting, and financial modeling
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Project analysis and economics
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Fractional CFO services
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Record-keeping oversight
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Audit readiness and support from veteran CFO leadership
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Cash management and forecasting
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Capital allocation decisions
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Capital raise assistance
Value delivered
- Frees your team to focus on growth, strategy, and innovation
- Faster, smoother month-end close
- Timely, accurate financial reporting you can trust
- Access to Big 4 alumni, industry veterans, and elite consultants
- Veteran-led finance oversight and leadership
- Flexible, scalable support — from bookkeeping to fractional CFO
- Improved budgeting, forecasting, and financial modeling
- Stronger cash management and capital allocation decisions
- Confident board, investor, and management reporting
- Audit-ready financials with experienced CFO guidance
- Better decision-making through strategic financial analysis
- All the upside of senior-level expertise — without full-time commitment
Our outsourcing solutions
Outsourced financial reporting services
Let us handle your routine to-do’s. From bookkeeping to month-end close, we'll take care of it, freeing your team to focus on strategy and growth.
Outsourced finance services
Upgrade your FP&A—fast. We provide best-in-class analysis and forecasting to fuel better decision-making. Debt covenant compliance
Your partner for resilient growth
Client satisfaction that speaks for itself
Our client satisfaction scores are more than 70% higher than the industry average — here’s why:
Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
Meet our outsourcing leaders
Get the insights business leaders rely on
From guides and checklists to podcasts, our resources help you prepare
for audits, optimize cash flow, and prepare for IPOs with confidence.
The Accounting Leadership & Controller Transition Template
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Frequently Asked Questions
What types of finance functions can you outsource?
We support a wide range of finance and accounting needs — from day-to-day bookkeeping and month-end close to FP&A, financial reporting, and fractional CFO leadership. Whether you need help stabilizing core accounting processes or elevating strategic finance capabilities, we build a solution around your specific needs.
How is this different from hiring a full-time employee?
Outsourcing gives you access to experienced finance professionals — including senior-level expertise — without the long-term cost and commitment of a full-time hire. You gain flexibility, scalability, and immediate capability, while avoiding recruiting delays, onboarding challenges, and overhead expenses.
Will your team integrate with our existing systems?
Yes. Our teams embed directly into your workflows, technology stack, and reporting cadence. We adapt to your existing systems and processes to minimize disruption and ensure continuity, while identifying opportunities to improve efficiency and accuracy along the way.
Can you support us during a transition or high-growth period?
Absolutely. We frequently step in during leadership transitions, rapid growth phases, audit preparation, system implementations, or M&A activity. Our model is designed to provide stability and experienced guidance when your finance function needs it most.
How do you ensure accuracy and quality?
Our engagements are led by seasoned finance professionals with deep technical and operational experience. We prioritize timely, accurate reporting, proactive communication, and strong internal controls — helping you close faster, stay audit-ready, and make confident financial decisions.
Tell us what you need help with
All Embark solutions begin with a conversation. Fill out this form and one of our advisors will follow up with a call. We can then better understand your needs and craft the right solution for your organization.