Accounting Solutions That Fit Your Business—Not Your Overhead.
NearSourcing™ Accounting Solutions by Strategic CFO®

A New, Better Alternative to Outsourced Accounting. NearSourcing™ provides full-time, dedicated financial professionals who work like an in-house team—at a fraction of the cost. 

NearSourcing™ Was Born Here.
Others Just Imitate.

We created NearSourcing™ Accounting Solutions after seeing a clear pattern among our clients: they needed higher-level financial support to grow, but couldn’t afford the cost of building a full in-house accounting team. Traditional outsourcing and nearshoring introduced new challenges—time zone delays, language barriers, and a lack of familiarity with U.S. accounting standards. We developed NearSourcing™ as a better model. But what makes it different than traditional outsourced or nearshore accounting services? 

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NearSourcing™ Accounting Solutions: A New, Cost-effective Accounting Solution

NearSourcing™ Accounting Solutions combines the strengths of an in-house accounting team with the efficiency and cost savings of outsourced or nearshore services. You gain access to highly qualified, full-time accounting professionals—often with more advanced credentials than local hires—at a significantly lower cost. Based in Latin America, our team operates in the same or similar time zones as your business, enabling real-time collaboration and seamless communication. Unlike traditional offshore models, NearSourcing™ includes regular in-person financial reviews at your headquarters, where your dedicated team presents insights, analysis, and a clear picture of your company’s financial position.

NearSourcing vs Traditional Outsourcing locations map.

NearSourcing™ Accounting Solutions by Strategic CFO® provides a full-time, embedded accounting team that works exclusively for your business. Your NearSourcing™ professionals are not shared across multiple clients—they are fully dedicated to supporting your operations, reporting, and strategic initiatives. Integrated into your internal communication tools like Microsoft Teams or Slack, they function just like in-house employees, collaborating in real time and aligning directly with your systems, culture, and goals. This model ensures continuity, accountability, and a true extension of your team—without the overhead of building and managing one yourself.

 

Our standard NearSourcing Team includes an Accounting Manager and Controller that are overseen locally, as in at our Houston HQ, by a CFO.  We find this model suits most companies under $20mil revenue, however A custom team including AP, AR, FA, IC or CFO professionals can be created to better suit the needs of your company.

Is NearSourcing™ Really 50% Cheaper than Hiring In-House?

Let’s do some math:

A typical accounting department for a company of $10mil revenue would consist of a: Controller/CPA, an Accounting Manager, and one or two staff to handle AP/AR. Hiring for these positions in the U.S. would cost over $350K/year.

NearSourcing™ Accounting Solutions can cost only $174K/year for equally qualified professionals, including the supervision of your U.S. based Controller/CPA. That’s a possible savings of over 50% for you, and your company.

Accounting costs: in-house vs. NearSourcing solutions.

Your Full-Time, Embedded Accounting Department. Without the Overhead

Your NearSourcing™ team works in your systems, attends your meetings, and operates on your schedule just like in-house staff. But unlike traditional outsourcing, they’re full-time, dedicated only to your business, and trained to drive strategic outcomes.
You’re not sharing resources or waiting on replies across time zones. Your dedicated team is embedded in your day-to-day, aligned with your hours, and focused on improving your financial performance, not just closing the books.

NearSourcing™ Accounting Solutions vs. Outsourced Accounting

Understand the Difference in Real Results, Real Time, and Real Expertise.

NearSourcing™ Accounting Solutions
Outsourced Accounting
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70%

Result: Accurate reporting, faster closes, smarter decisions

NearSourcing™ Accounting Solutions is Strategic CFO’s trademarked model that blends remote efficiency with in-house precision. You get the best of both worlds without the typical trade-offs of outsourcing or nearshoring.

How NearSourcing™ Accountants Deliver Real ROI

Our NearSourcing™ teams don’t just close the books. They improve them.

Every NearSourcing™ client is matched with dedicated, full-time professionals who go beyond compliance to uncover financial opportunities, correct accounting treatments, and support strategic decision-making. These are not entry-level bookkeepers—they are degreed accountants, controllers, and licensed CPAs who understand how accurate accounting drives business performance.

In the past 24 months alone, we’ve seen measurable improvements to net income across our client base due to the proactive work of our NearSourcing™ teams. Here are just a few examples:

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Accounting shouldn’t be a cost center. With NearSourcing™ Accounting Solutions, it’s a value engine.

Book Your Free Strategy Session.

Find out if this model is right for your business. No pressure, just a conversation.

How NearSourcing™ Accounting Solutions Works

Navigating the transition to 

NearSourcing™ for businesses

 can seem daunting, but at Strategic CFO®, we’ve streamlined the process into four steps.

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Step 1: Initial Consultation and Assessment

NearSourcing™ Accounting Solutions begins with thoroughly analyzing your current financial systems. This step is crucial to understanding where 

NearSourcing™ finance and accounting solutions

 can deliver the most impact. Strategic CFO® experts evaluate your needs, considering how NearSourcing™ Accounting Solutions can enhance efficiency and align with your business objectives.

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Step 2: Customizing the NearSourcing™ Accounting Solutions Plan

Next, NearSourcing™ Accounting Solutions tailors a plan that suits the unique demands of your operation. Whether optimizing cost structures or reinforcing your dedicated team of professional accountants, NearSourcing™ Accounting Solutions deliverables are designed to offer flexibility and adaptability to your changing needs.

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Step 3: Integration of NearSourcing™ Accounting Solutions Practices

Integration is pivotal. Strategic CFO® works hand-in-hand with your team to weave finance and accounting practices into the fabric of your business operations. Unlike traditional outsourcing, this step is collaborative, ensuring that the transition is smooth and the benefits are immediately tangible.

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Step 4: Ongoing Support and Optimization

Strategic CFO® engagement extends beyond initial implementation and. provides you with dedicated professional accountants – solely focused on your business. NearSourcing™ Accounting Solutions picks up where any other traditional model drops off by including in-person quarterly reviews, to align strategy with performance. This allows NearSourcing™ Accounting Solutions to adapt proactively to the changing economic landscape. Committed to offering enduring value, NearSourcing™ Accounting Solutions continually optimizes your financial processes for maximum efficacy and growth.

NearSourcing™ Accounting Solutions vs. Traditional Methods

NearSourcing™ Accounting Solutions advantages include:

Conversely, traditional outsourcing often involves:

By choosing NearSourcing™ Accounting Solutions with Strategic CFO®, businesses opt for services that are not only cost-effective but also strategically aligned with their growth objectives. NearSourcing™ Accounting Solutions provides a level of engagement and customized financial strategy that traditional outsourcing cannot match, offering a partnership akin to an in-house financial team.

Frequently Asked Questions

Explore our FAQs to gain insights into NearSourcing™ Accounting Solutions. Find answers to common inquiries about this innovative approach and understand how it aligns with your goals.

NearSourcing™ Accounting Solutions can significantly increase the efficiency of your financial management by providing top-tier accountants and controllers who work in close regional proximity to your business. This approach streamlines communication, enhances understanding of local tax regulations, and allows for more effective collaboration.

NearSourcing™ Accounting Solutions allows you to hire dedicated full-time professionals, such as controllers and accounting managers, who are experienced in complex financial management and will be a valuable resource to your team. Your professional accountants are managed by a Houston based professionally licensed controller. 

NearSourcing™ Accounting Solutions aims to improve your financial reporting by implementing robust systems that ensure accuracy and compliance with top tax and accounting standards, leveraging the latest back-office technologies.

Yes, NearSourcing™ Accounting Solutions provides a comprehensive guide to understanding and adapting to foreign tax implications, ensuring your business stays compliant while operating in different jurisdictions.

For manufacturing firms, NearSourcing™ Accounting Solutions offers extensive production support services like cost accounting and financial analysis, which are crucial for maintaining satisfaction and efficiency in developing markets.

To ensure NearSourcing™ Accounting Solutions align with your business, you can explore and qualify different offerings through detailed consultation in order to confirm that NearSourcing™ Accounting Solutions meet your specific operational and financial goals.

Implementing NearSourcing™ Accounting Solutions involves a strategic integration plan that begins with assessing your current financial system, followed by a phased approach to transition your financial tasks to the NearSourcing™ Accounting Solutions team, all within a reasonable timeframe.

No, NearSourcing™ Accounting Solutions does not provide tax services. However, NearSourcing™ Accounting Solutions can work closely with tax professionals who represent you. NearSourcing™ Accounting Solutions focuses on financial management for your operation.

NearSourcing™ Accounting Solutions is indeed a suitable option for a large corporation looking to optimize existing offshoring systems, as NearSourcing™ Accounting Solutions is always less expensive than offshoring accounting. NearSourcing™ Accounting Solutions has a proven business model that is already scaled up for staff augmentation for publicly traded global companies.

Having NearSourcing™ Accounting Solutions staff work remotely for your business offers benefits like reduced overhead costs, access to a wider pool of talent, and the flexibility to scale your employee base as needed, all while maintaining high satisfaction levels through furthermore efficient management practices.

Ready for Strategic Accounting That Pays for Itself?
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Considering Leaving?

Wait! Before you go, have you discovered how NearSourcing™ Accounting Solutions can transform your business? We offer unparalleled efficiency and cost savings compared to traditional accounting methods.

Transform Your Business with NearSourcing™ Accounting Solutions

Embrace the new standard in finance with NearSourcing™ Accounting Solutions—where cost efficiency meets strategic financial management.

Find out more about our comprehensive solutions and how they can help you achieve superior financial performance at a lower cost.

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