Unleash the power of AI in accounting. Expert-led, AI-augmented financial management — audit-ready, investor-ready, and always on time. See how it works →

An Accounting Outsourcing Company That UnlocksFinancial Insights

100+
Businesses Serving
11+
Years of Experience
150+
Expert Team
4.8
Rated Client Satisfaction
What you get

Support Built for What Growing Businesses Actually Need

Our value-added capabilities are designed to give growing US businesses better visibility, stronger support, and faster financial decision-making.

Bookkeeper
Controller
Advisor
✓ Your business
1 dedicated team · zero hand-offs

Your Dedicated Finance Team

From daily bookkeeping to timely monthly close, we keep your books accurate and reconciled so that you stay compliant all year round.

✓ AI workflow ✓ Human review
Reconcile · Categorize · Report

AI-Powered Accounting

AI-powered workflows automate reconciliation, categorization, and first-pass reporting, so accountants can focus on insights, not manual tasks.

Cash position
Live
$248.6K ▲ 12.4%
QuickBooks Xero Zoho

Real Time Dashboard Analytics

Access live financial insights via interactive dashboard reporting to track performance, identify trends, & make confident decisions.

Onboarding timeline
Day 6 of 7
✓Kickoff
✓Migrate
✓Reconcile
●·
⚑Go live
Zero disruption · days, not months

Live in 7 Days

A well-established onboarding framework, dedicated implementation support, and streamlined processes help you transition quickly.

Enterprise Level Security

Your data is protected with SOC 2 compliant & ISO 27001-certified security, bank-grade encryption, access controls, and secure cloud storage.

✓ One flat monthly fee

Transparent, Fixed-Fee Pricing

One predictable monthly rate, with no surprise charges for extra accounts, integrations, or platforms.

Services

Comprehensive Accounting & BookkeepingSolutions for US Businesses

Whether you need day-to-day accounting support or strategic financial guidance, our services are designed to help you operate efficiently, stay compliant, and make smarter business decisions.

Sample client workspace
01 / 06
Daily close
Bank feed reconciliation
Bank feed$1,240
Ledger✓
Bank feed$890
Ledger✓
Bank feed$2,100
Ledger✓
Bank feed$540
Ledger✓
4 of 4 matchedReconciled
Revenue
$248K
Net income
$84.2K
Growth
+12%
Q3 financial report
Revenue trend & forecast
UPDATED
Executive view
Strategic financial overview
MRR growth · 12 months
$42.8K ▲ 18.4%
Runway18 months
Burn$24K ▼ 4%
Margin31.4%
✦
Advisor insight
Opportunity to improve margin by 3.2%
18 months of backlog
Books brought up to date
Before
Unreconciled
→
After
Audit-ready
Reconciliation progress
JanAprJulOctJanAprNow
Pay stub · 09/30/25
Payroll processed accurately
Total payroll
$28,640
PAID
PRPriya Ramachandran
$5,840
JMJames Miller
$4,920
ALAmelia Lee
$5,260
DKDaniel Kim
$4,680
Tax year 2025
Return prepared and filed
FORM 1040 · TAX RETURN2025
Income statement$248,400
Deductions$42,180
Quarterly estimates$18,600
State return$8,920
Refund due$4,820
FILED
Scroll to explore
Books through Jun 30, 2026
Bank, AR and AP reconciled
Open receivables67% June collected
$14,018$2,100 overdueCurrent 73%1–30d 20%31+d 7%
Bills dueNext 7 days
$4,498$0 overdueNo overdue vendor bills
ARCustomer invoice #1048
+$8,240✓
ARProcessor payout
+$5,600✓
APCloud hosting bill
−$1,120✓
APOffice rent
−$3,400✓
ARClient retainer #221
+$12,400✓
APPayroll run · Sep
−$28,640✓
APSaaS subscriptions
−$960✓
ARConsulting income
+$6,780✓
APUtility bill
−$540✓
ARVendor refund
+$1,120✓
ARCustomer invoice #1048
+$8,240✓
ARProcessor payout
+$5,600✓
APCloud hosting bill
−$1,120✓
APOffice rent
−$3,400✓
ARClient retainer #221
+$12,400✓
APPayroll run · Sep
−$28,640✓
APSaaS subscriptions
−$960✓
ARConsulting income
+$6,780✓
APUtility bill
−$540✓
ARVendor refund
+$1,120✓
142/142 bank transactions matched · 0 exceptionsReconciled · Jun 30
Why outsource

Unlocking the Benefits of
Accounting Outsourcing

Building an internal finance team means hiring talent, investing in software, managing turnover, and constantly adapting to new technology. Outsourcing accounting functions gives you immediate access to experienced accountants, modern systems, and scalable support, combined with the economies of offshoring.

The traditional way

In-House Accounting

  • ✕Rising salary, benefit, and software costs
  • ✕Growth requires additional hiring
  • ✕Manual reconciliation and delayed reports
  • ✕Limited internal expertise
  • ✕Absences and turnover disrupt operations
  • ✕You manage training and quality checks
The Whiz way

Whiz Outsourced Accounting

  • ✓Up to 60% lower fixed monthly cost
  • ✓Scale without new hires
  • ✓AI-powered, real-time reporting
  • ✓Dedicated SPOC backed by a skilled team
  • ✓Built-in continuity with no single point of failure
  • ✓We manage training, quality, and workflows
Savings calculator

Your Outsourcing Savings Calculator

See how much you could save compared to hiring in-house and discover how many hours your team can reclaim each month with our accounting outsourcing services.

Estimated in-house annual cost$43,834
Whiz Consulting annual cost$10,800
Your annual cash savings
$33,034

Based on BLS salary data, SHRM benefits benchmarks, and Whiz client averages.

How it works

3 Step Process toSmarter Accounting Support

A Streamlined and Established Process Built to Deliver Value from Day One.

1
2
3

Step 1: Discovery & Analysis

We understand your accounting challenges, business needs, expectations, and desired outcomes to define clear deliverables.

Step 2: Proposal & Planning

We assess your requirements, share a fixed pricing plan, and create a tailored action plan.

Step 3: Onboarding & Kick-Off

Once approved, we align resources, onboard your business, and start delivering from day one.

Social Proof

Trusted by 100+ Businesses
From Seed-stage to Scale-up

"Excellent work with invoicing automation and AP & AR processing. Highly recommended!"

Aaron Attwell
Aaron AttwellDirector

"Excellent team to work with. Great work. Will use their service again for sure."

Jon Kontopos
Jon KontoposVice President

"Exceptionally understanding and competent team. A wonderful experience."

Andy Seth
Andy SethCFO

"Your team has been outstanding in managing our accounting and bookkeeping. The positive outcomes and seamless interactions have been invaluable to us."

Kevin G. Gilles
Kevin G. GillesFounder & CEO

"We wanted to thank you for all of the work and efforts you have completed on our behalf. We have had nothing but positive results and interactions with the Whiz team."

Christopher T. Wright
Christopher T. WrightCFO

"Let me open by saying how pleased I am working with you and the team. It has been an excellent journey so far and I very much appreciate the efforts over the last year."

Kendall Schoenrock
Kendall SchoenrockPresident, SilverRock Ventures

"Love working with the team. Very reliable and responsible."

Nikolas Dimitroulakis
Nikolas DimitroulakisCo-Founder
Frequently Asked Questions

Have Questions in Mind?
Find Answers Here...

Do we offer customized plans?

Yes, we customize our services to meet the unique demands of your business, making sure you receive the precise assistance you need to reach your financial objectives.

How much does outsourced accounting cost?

Pricing depends on transaction volume, service scope, reporting requirements, and the complexity of your systems. Whiz Consulting uses transparent fixed-fee plans, giving you a predictable monthly cost without surprise charges for additional accounts or platforms.

Is outsourced accounting secure?

Yes. We are SOC 2 compliant and ISO 27001 certified accounting outsourcing providers and your data security is our priority. We use stringent methods like bank-grade encryption, role-based access control, and cloud storage to ensure secure use of data within the organization.

What if my business grows?

We are here for the long haul! As your business grows, we will scale our services to match your evolving needs, ensuring continued success without disruption.

Which accounting software does Whiz Consulting work with?

Our teams work with leading platforms including QuickBooks Online, Xero, Zoho Books, NetSuite, Sage, and Microsoft Dynamics 365 Business Central, along with connected payroll, payment, ecommerce, and reporting tools.

How quickly can Whiz Consulting onboard my business?

Most businesses can be transitioned and operational within seven days through our established onboarding framework, dedicated implementation support, data review, workflow mapping, and system setup.

Do you provide industry-specific accounting expertise?

Yes. We support businesses across ecommerce, healthcare, hospitality, real estate, construction, professional services, and other sectors with workflows and reporting tailored to their operating models.

Will I still have control over my finances?

Of course! You will maintain complete control while we handle the accounting responsibilities. We make the process easier without you losing oversight or authority.

Your books should give you clarity, not anxiety. Start building your financial foundation today.

Join 500+ US businesses that trust Whiz as their financial partner — audit-ready, investor-ready, and always on time. Tell us about your business and get a tailored engagement plan within 24 hours. No obligation. No hard sell.




    Software Expertise

    Driving Results With the Best Technology

    Our services are backed by top industry software to tackle every accounting and bookkeeping challenge.