Teams at Upsourced Accounting

The Controller provides strategic partnership for clients, manages relationships, oversees accounting teams, prepares financial reports, and implements technology solutions for a range of small businesses.

As an Advisor, serve as the primary financial advisor to clients, leading meetings to discuss performance metrics and providing strategic recommendations based on financial data.

Prepare and review business and individual tax returns for partnerships, S corps, C corps, and individuals. Produce tax workpapers, reconciliations, and supporting schedules; perform accrual-to-cash and book-to-tax adjustments; analyze financial statements; resolve tax and accounting discrepancies; collaborate to meet client deadlines; and support tax planning and advisory projects as needed.