Need Bookkeeping, Accounting, Fractional CFO- using Deltek

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by a searcher from University of California, Santa Barbara
in Santa Monica, CA, USA

1yr ago

Need Bookkeeping, Accounting, Fractional CFO- using Deltek

We are about to close on a C-corp services corp with about $4M a year in revenues.
We are looking for a single firm that could handle:
- bookkeeping (in Deltek)
- accounting
- fractional CFO
- migration from Ajera to Vantage Point

Any recommendations are recommended.

1 Like

405 Views

reply by a searcher 1yr ago
from Boston University in Boston, MA, USA

Alexander, it looks like you’ve got some great options here. Just to clarify my comment above, If you’re looking for a more traditional accounting firm, just from having been in the industry,I can introduce you to smaller firms like Citroen Cooperman or KLR that can do this kind of work and maintain ongoing accounting and bookkeeping. Totally up to you. There is also GTM and Leo Burkett. There are some others.

reply by a searcher 1yr ago
from Stanford University in Sausalito, CA 94965, USA

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Alex nice to meet you. I'm a former searcher who acquired outsourced accounting business ~3.5 years ago. We serve over 50 ETA businesses now, but unfortunately don't serve on Deltek. Have you found anyone to help on that platform, yet? If not, happy to ask around some of my ecosystems and see if someone has platform experience

Let me know