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Cloud Accounting & BPO Services

Cloud Accounting and Business Processes

Client Accounting Services

Whether you are a business owner seeking to get paid faster, an on-the-go franchise owner with multiple locations, or are running a nonprofit that does not have the funds for a full-time accounting department, Alloy Silverstein’s Client Accounting Services are an asset to companies of all sizes and industries.

By outsourcing your organization’s accounting, you will collaborate with a business advisory team that essentially acts as bookkeepers, accountants, and as a controller to your organization via a secure online platform. Based on the tier package that best suits your needs and budget, your dedicated team will set up and sync your accounts, perform regular monitoring, and effectively streamline your processes.

Your company’s complete financial picture will be in the palm of your hands, granting you to be more equipped in making better business decisions.

  • Tier 1:  Automating Tasks

    Bookkeeping, write-ups, automated accounts payable & receivable.


    Cloud bookkeeping, electronic accounts payable & receivable, and write ups.

  • Tier 2:  Part-Time Controller

    Tier 1 + monthly close, reports, financial statements, payroll.


    Transactional tier plus monthly close, financial statements, payroll, and comprehensive reporting

  • Tier 3:  Outsourced CFO

    Tier 2 + business planning, profitability, cash flow, and focus on strategy.

    Virtual CFO

    Controllership tier plus budgeting, cash flow, profitability, dashboards, and strategic business planning.

Custom A la Carte Service Options
  • Cloud accounting and bookkeeping
  • Accounts receivable
  • Accounts payable
  • Billing automation
  • Budgeting & cash management
  • Financial reporting & monthly close

Accounts Receivable

Track receivables, collections, and daily sales, invoice customers, make deposits, prepare reports, plus reconcile POS systems.

Accounts Payable

Upload, mail, or redirect your bills to your Alloy Silverstein advisor to have them electronically entered, linked, and paid, per your review.

Billing Automation

Your account will be set up to automatically bill recurring charges and capture recurring expenses – one less item to worry about.

Budgeting and Cash Management

Real-time tools and analysis to illustrate your budget and cash flow projections, keeping you on top of your everyday transactions.

Financial Reporting and Monthly Close

Reports specific to your industry and business are compiled weekly, monthly, or quarterly to shed insight on your business processes.

Internal Controls and Fraud Protection

You’ll minimize the number of staff accessing your data, while we review your account and audit trail reports to watch for warning signs.


By syncing your bank account, your advisor can download and record bank and credit card transactions to reconcile all accounts in one place. We also review for write-offs and aid in preparation of reports.

Payroll Outsourcing

Alloy Silverstein’s relationship with Abacus Payroll, Inc. allows for seamless and affordable payroll processing, in addition to custom comprehensive reports, year-end tax form printing, and tax filing.

Business Advisory

At the heart of our Business Process Outsourcing Services is Alloy Silverstein’s CPAs’ extensive accounting and diverse business expertise there to guide you when you need it most.


Xero is Alloy Silverstein’s partner cloud accounting software and an alternative to QuickBooks. New to Xero? Sign up to receive our 7-day email course on the basic features of Xero right to your inbox.



Alloy’s Cloud Accounting and Business Processes experts: