Spend Less on Accounting. Get More Financial Insight.
NearSourcing™ Accounting Solutions by Strategic CFO®
NearSourcing™ was designed for companies that want financial partnership, not just bookkeeping. Your dedicated team handles the day-to-day remotely, then meets with your leadership team in-person to review financial performance, analyze results, and plan ahead. The result is stronger communication, real-time visibility, and reliable financial insight—without the cost or complexity of building a full internal department.
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Full-Time, Dedicated Finance Team
Accountants, Controllers, and CFO-level oversight who operate as part of your business. -
Hybrid Model for Maximum Control
Daily remote execution with scheduled in-person financial reviews for complete visibility. -
U.S.-GAAP & IFRS Expertise You Can Trust
Built by financial leaders, not call-center bookkeepers. -
Timley, Consistent, Audit-Ready Reporting
Real-time financials you can rely on for decisions, investors, and growth. -
Scalable and Cost-Effective
Expand your finance function without increasing overhead or HR headaches. -
Real-Time Collaboration in Your Time Zone
Same time zone, English-speaking accountants available in real time through Slack, Teams, or whichever tools your company uses to stay connected.
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?
Your NearSourcing™ team handles the day-to-day accounting work remotely, ensuring consistent, efficient execution without the overhead of a full in-house department. But unlike traditional outsourcing, we don’t stay behind a screen. Your dedicated NearSourcing Team travels to your company headquarters for regular in-person financial reviews—bringing strategic insight, leadership alignment, and real-time collaboration directly to your team. This hybrid model keeps your financial operations flexible, transparent, and tightly connected to business goals.
Most outsourced accounting providers offer little more than glorified bookkeeping. In contrast, every NearSourcing™ team at Strategic CFO™ is staffed with credentialed professionals—degreed accountants, experienced controllers, licensed CPAs, or chartered accountants. This elevated standard ensures that your financials are not just recorded, but truly analyzed, interpreted, and strategically managed by experts who understand the full scope of accounting leadership.
With NearSourcing™ Accounting Solutions, companies get the strategic horsepower of a full financial department for a fraction of the cost. For $14,500 per month, you gain a dedicated team that includes an accounting manager, controller(s), and oversight from a CFO—at less than half the cost of assembling and managing a comparable in-house team. Building that team internally would typically require $300,000–$350,000 annually in salaries alone, not including benefits, overhead, software, or management burden. NearSourcing™ delivers the same high-caliber expertise and day-to-day execution—without the full-time price tag.
Solving Real Accounting & Financial Challenges
One Client at a Time
We don’t just deliver reports, we help drive results. But don’t take our word for it. Here’s what our clients say.
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™ 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.
Your Full-Time, Embedded Accounting Department. Without the Overhead
- A Controller and Accounting Manager dedicated only to your company
- U.S. GAAP/IFRS-compliant financials, always audit-ready
- Monthly quality control by a local U.S. Controller
- Semi-annual onsite visits with your entire NearSourcing™ team
- Fully embedded in your systems: Slack, Teams, QuickBooks, NetSuite & more
- Customized reporting and strategic financial support
- Starting at just $14,500/month for a full team
NearSourcing™ Accounting Solutions vs. Outsourced Accounting
Understand the Difference in Real Results, Real Time, and Real Expertise.
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.
- Dedicated, full-time accountants who work only for your company
- English Fluent, U.S.-aligned professionals available in real time
- Daily remote execution paired with scheduled in-person financial reviews
- Integrated directly into your tools (Teams, Slack, etc.)
- GAAP/IFRS-aligned expertise from degreed accountants and CPAs
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:
- The accountant identified the correct accounting principles to apply to the business based on ASC 606 and recognized $2.2 million of revenue in 2022 for a manufacturing company.
- The accountant realized that the materials purchased were being expensed instead of being capitalized on the balance sheet. The result was an improved gross margin and higher net income. $1.8 million added.
- The accountant identified large maintenance expense that should have been capitalized and this added to the net income.
- The accountant identified a trend of growing SG&A as a percentage of sales while the company experienced high growth. Management was looking at whole dollars, not as a percentage of sales. As a result, Management was able to right-size SG&A and this added to net income.
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.
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.
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.
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.
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:
- NearSourcing™ Accounting Solutions ensures your team is fully staffed and operational in just 4 weeks, with seamless continuity in accounting, performing monthly closes without interruption.
- Teams of professional controllers and accounting managers are exclusively dedicated to your company, providing specialized and focused attention.
- Team members who are fluent in English and operate in the U.S. Central time zone guarantee synchronization and effective communication with your business operations.
- NearSourcing™ Accounting Solutions professionals maintain a virtually integrated presence through live platforms, attuned to your business needs during regular hours.
- Emphasizes personal interaction with semi-annual in-person meetings, fostering stronger relationships and deeper understanding.
- Ensures adherence to U.S. GAAP, providing strategic financial planning and compliance advantages.
- Offers up to 50% in cost savings and strategic financial oversight by Strategic CFO®, setting it apart from traditional services.
Conversely, traditional outsourcing often involves:
- Bookkeepers (not professional accountants), may have to divide their attention among multiple clients, leading to a less personalized service.
- Language barriers and time differences can create communication gaps and delays in service delivery.
- A lack of real-time interaction and face-to-face meetings can result in a disconnect from the nuanced needs of your business operations.
- There is a general absence of in-depth financial analysis tailored to the specific standards and practices of U.S. financial reporting.
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.
