1. Home
  2. Finance outsourcing
  3. What are finance outsourcing pain points?

What are finance outsourcing pain points?


Through outsourcing your business can connect with the very best financial professionals to scale your finance team up and down on-demand. Top freelance bookkeepers, accountants, financial analysts and CFOs are all available on a virtual, hourly basis. Get matched with highly vetted professionals who have years of experience and the domain expertise to tackle your company-specific challenges.

Flexible staffing solutions provide your business access to a cost-effective, high quality workforce quickly. Whether you are in search of help for a few hours, your busy season, a special project or on-going support, finance outsourcing enables you to customize an on-demand approach. You can be assured you’ll get matched with financial professionals with expertise helping businesses, like yours, solve their unique problems. Each individual completes a multi-step vetting process including a skills assessment, interview and hands-on project and is driven to exceed your expectations. Companies of all sizes are successfully improving their bottom line by outsourcing financial tasks.

Customer pain points


  • Too busy categorizing transactions to focus on other parts of the business (like selling, creating, or growing)
  • Running behind on collecting accounts receivable or sending out client invoices
  • Seeking valuable business insights from account data
  • Looking for clarity on what’s being spent or made
  • Playing catch up every year-end to get books in order for tax season
  • Spending more than 5 hours per month on bookkeeping tasks


  • Looking for more financial insights to help make business decisions
  • Growing quickly and making a lot of money, but still having trouble covering expenses
  • Needing to actively manage cash flow
  • Facing tax season
  • Considering big purchases and want to know the tax implications

Financial Analyst

  • Developing a budget forecast for the upcoming year
  • Seeking outside investment
  • Evaluating opening a new location or launching a new product line
  • Looking for guidance on where to invest business’s funds
  • Developing a set of Key Performance Indicators (KPIs) to measure business success
  • Looking to understand how much it’s costing to acquire new customers and/or how much money they will generate over their lifetime
  • Compiling comprehensive business data to present to board of directors

Part-time CFO

  • Bogged down with interpreting the numbers and need strategic guidance
  • Thinking about fundraising
  • Looking to go public
  • Looking to expand or acquire another business
  • Developing a long-term plan to sell the business
  • Facing cash flow issues and need to come up with a cash flow management plan
  • Looking to scale and want to make sure the operational side of finance is ready for scaling.

How on-demand accounting & bookkeeping services can help
How on-demand financial analysis services can help
How on-demand part-time CFO services can help

Updated on October 15, 2018

Was this article helpful?

Related Articles