Serving CPA, tax & accounting firms across the US, UK & worldwide
Financial Outsourcing

Financial services outsourcing that puts seasoned finance experts on your side

Hand your day-to-day financial management to an experienced offshore team. From risk and compliance to treasury, advisory and reporting, AGP runs the functions that keep your firm and your clients on solid footing — accurately, on schedule and at a fraction of in-house cost.

Why outsource finance

Financial management, solved to fit your plans and your goals

There is no single template for a finance function. We build every engagement around the way your firm operates, the outcomes you are chasing and the milestones on your roadmap — then deliver it with structured documentation and reporting you can act on.

  • Tailored to your business Solutions shaped around each client's stage, plans and goals rather than a one-size-fits-all package.
  • Reporting on your rhythm Weekly, bi-weekly or monthly reporting that keeps full visibility of cash, performance and risk in your hands.
  • Built for firms like yours An ideal fit for tax, accounting and CPA firms that need finance depth without the headcount.
  • Lower operating cost A meaningful reduction in the cost of running core finance functions, with savings of up to 50% against local hiring.
  • Stronger compliance Improved audit quality, tighter regulatory alignment and a steadier foundation for growth.
50%
Potential cost reduction*
24/7
Time-zone coverage
3x
Reporting cadences offered
1d
Free trial available
Our capabilities

Skilled people, fast turnaround, dependable accuracy

Behind every engagement is a team that has worked across the breadth of corporate finance. We pair that depth with disciplined review so the numbers you receive are ready to use.

Cross-domain expertise

Specialists across financial reporting, compliance, treasury and analysis — experienced staff you would struggle to assemble in-house.

Fast turnaround

Defined service levels and time-zone overlap mean work moves overnight and lands back with you ready for the next step.

High accuracy

Multi-step review and standardised checks keep error rates low, so figures stand up to scrutiny the first time around.

Audit-ready outputs

Quality audit reports and tax filings, fully documented and reconciled, so reviews and sign-offs proceed without friction.

One connected back office

Finance outsourcing that joins up with our accounting, bookkeeping and tax teams under one roof.

Why choose AGP

A finance partner built around trust, flexibility and scale

Robust data security

Strict access controls, confidentiality safeguards and secure file handling protect every piece of financial data you share.

Flexible engagement models

Hourly, project-based or dedicated full-time resources — structure the relationship the way your workload and budget require.

Rapid, deadline-ready

Quick turnaround with availability for deadline-critical work — extra hands during close, filing season or audit deliverables.

Scalability on demand

Add or release capacity as volumes shift, so you carry no fixed overhead during the quieter parts of the year.

Widened expertise

Extend your firm's reach into finance disciplines you may not staff in-house, all under your own brand and direction.

A ready professional team

Financial consultants, accountants, bookkeepers, payroll specialists, tax planners and AR/AP processors — available at reasonable rates.

Scope of work

What our financial outsourcing includes

Pick the functions you want to hand over, or let us run them as a managed whole. Each one is delivered with clear documentation and the reporting cadence you choose.

Model risk management

Review and validation of the assumptions and models that drive your financial decisions.

Fixed asset management

Asset registers, depreciation schedules and reconciliations kept accurate and current.

Compliance & due diligence

Regulatory compliance checks and due-diligence support to keep filings clean and defensible.

Post-merger integration

Consolidating ledgers, mapping accounts and aligning processes after a deal closes.

Advisory & portfolio analysis

Management advisory and portfolio analysis that turns raw data into decisions you can defend.

Budgeting & variance

Budget forecasting and variance analysis that flag where actuals drift from plan, and why.

Statements & audit reports

Financial statements and audit reports prepared to standard and ready for review.

Treasury management

Cash positioning, liquidity tracking and treasury support to keep funds working efficiently.

[XX]+
Years of combined finance experience
[XXX]+
Finance engagements delivered
[XX]+
Finance specialists on the team
50%
Potential cost savings*

* Replace the bracketed figures and the cost-saving estimate with your firm's verified numbers before going live.

FAQ

Frequently asked questions

What is financial analysis?

Financial analysis is the process of examining a business's numbers — statements, ratios, cash flow and trends — to judge its performance, stability and prospects. It turns raw accounting data into insight that supports decisions on investment, budgeting, cost control and growth. Our team runs this analysis so you and your clients can act on clear conclusions rather than spreadsheets.

What is financial process outsourcing?

Financial process outsourcing means delegating specific finance functions — such as reporting, compliance, treasury, budgeting or analysis — to an external specialist team rather than running them entirely in-house. You keep ownership and oversight; we handle the execution, documentation and reporting against the cadence you set. It is a flexible way to add capability and capacity without expanding your own payroll.

What are the benefits of outsourcing financial services?

The headline benefits are lower operating cost, access to broader expertise and the ability to scale capacity up or down without fixed overhead. Alongside those, firms typically gain faster turnaround, improved audit quality, stronger compliance and the freedom to redirect their own people toward higher-value advisory work. Industry-typical savings can reach up to 50% versus local hiring.

Why outsource financial services to AGP?

Because you get a ready, experienced team — financial consultants, accountants, bookkeepers, payroll specialists, tax planners and AR/AP processors — supported by robust data security, flexible engagement models and dependable turnaround on deadline-critical work. We operate as a seamless extension of your firm, under your brand, so the quality your clients see stays consistent.

Which reporting cadence will I receive?

You choose. We deliver weekly, bi-weekly or monthly reporting depending on how closely you want to track performance, cash and risk. Each report is structured for clarity and backed by documentation, so you always have visibility into the work and the numbers behind it.

Is my financial data kept secure?

Yes. We apply strict access controls, confidentiality safeguards and secure file-handling practices to every engagement. Data is shared and stored through protected channels, and access is limited to the specific team members assigned to your work.

Ready to hand off your finance function?

Tell us which functions you want covered and we'll map an engagement that fits your goals, your budget and your reporting cadence — starting with a no-obligation consultation.

Book a Free Consultation