Inputs
Invoices, ledger activity and the source documents defined in your workflow.
United States | CRS Global Outsourcing
Make room for the close
Bookkeeping, close preparation and AP/AR support with defined review and client approvals.
Discuss your requirements72+
Years in practice, since 1953
1,200+
Clients worldwide
110+
Team members
10
Partners and directors
Work behind the monthly numbers
When invoices, ledgers and reconciliations compete with analysis, define the repeatable tasks, outputs and client approvals before moving work.
Ledger maintenance and reconciliations
Month-end close preparation
Accounts payable and receivable support
Reporting preparation
From transaction to useful numbers
Close and reporting only work when the earlier handoffs are clear. The agreed process connects source transactions to reconciliations, exceptions and reviewed outputs.
Preparation
Agreed coding, reconciliation schedules and a visible list of unresolved items.
Review
Your finance lead checks the outputs and retains approvals and decisions.
Control stays close to home
Your finance team retains payment release, payroll release, supplier changes, credit decisions and other material approvals. Each responsibility is agreed during scoping.
What a first conversation covers
Tell us where the queue builds, what systems hold the work, your close calendar, the current approval owner and any unresolved exceptions. We scope outputs before discussing a delivery model.
Discuss this workflowScope first, then commercial terms
The work type, volumes, file condition, systems, review effort, timing and transition needs shape a proposed scope. We discuss these before setting a model or price; this page does not promise a fixed rate, free trial or immediate capacity.
Questions before work moves
Your finance team retains the approval and release authority defined in the workflow. Invoice preparation and reconciliation can be scoped separately from sensitive supplier changes, payment release and write-offs.
Start with the close calendar and source systems. Agree the reconciliations, schedules, cutoffs, exception reports and reviewer so preparation can be checked before the finance lead signs off.
They can be discussed together when purchase, shipment, billing and collections records share a workflow. We define each task and handoff rather than assuming an end-to-end logistics mandate.
Start with one defined workflow
Tell us the task, volume, systems, timing and review owner. Please do not include sensitive client information.
Discuss your requirements
