Accounting & Finance
Exceptional service, strategic clarity, and systems built around your business.
Not dependent on any one person. Pacific Crest Group serves as an extension of your accounting and leadership teams, from everyday accounting to controller oversight and CFO level financial guidance.
Where we come in
Clear accounting, reliable operations, better decisions.
Your challenges
- No dedicated in-house accounting leadership
- Current processes are inefficient, cumbersome, or confusing
- Departments don’t get adequate support from accounting
Our solution
- PCG serves as an extension of your accounting and leadership teams
- We provide the right mix of accounting execution, controller oversight, and financial leadership
- We build reliable processes, reporting, and systems that support better decisions
Your results
- Increased focus on your business, not the back office
- Greater efficiency in financial operations
- A clearer view of what drives performance
How we support you
From everyday accounting to C-suite level guidance.
Scaled to what your business needs today, and ready to grow with you.
CFO & Financial Consulting
- Financial analysis, forecasting, reporting, and KPIs
- Strategic planning, budgeting, and insight for executives and boards
Controller Services
- Financial infrastructure, close processes, and internal controls
- Management reporting, audit readiness, and accounting oversight
Financial Reporting
- Timely monthly close and relevant financial reporting
- Clear analysis of financial position, results, and trends
Accounting Systems & Process Improvement
- Accounting system selection, implementation, and optimization
- Workflow design, documented procedures, and team training
Budget & Cash Management
- Cash flow forecasting and planning
- Ongoing monitoring of receipts and disbursements
Payroll
- Evaluate and improve payroll systems and workflows
- Oversight of processing, tax filings, and remittances
Accounts Receivable
- Invoicing policies and procedures
- Proactive follow-up and credit risk management
Accounts Payable
- Timely vendor invoice processing
- Clear reporting on outstanding payables
Common questions
What to know about outsourced accounting.
What is outsourced accounting?
Outsourced accounting gives you an experienced accounting team without building one in-house. Pacific Crest Group handles the work you need, from accounts payable and receivable to monthly close and financial reporting, as an extension of your team.
What does a fractional CFO do?
A fractional CFO provides senior financial leadership on a part-time basis, including forecasting, budgeting, cash planning, KPIs, and strategic guidance for executives and boards, without the cost of a full-time CFO.
What’s the difference between a controller and a CFO?
A controller oversees accounting operations: the monthly close, internal controls, and accurate reporting. A CFO looks ahead, using those numbers to guide strategy, planning, and decisions. Many organizations need both, at different levels of involvement.
Will you work in our current accounting system?
Yes. We work within your existing systems, or help you select and implement a better fit if your current setup is holding you back.
Can you help with a single project?
Yes. We can start with a specific project, such as an accounting system implementation, process cleanup, or audit readiness, and continue with ongoing support if it’s a good fit.
Client perspective
“It’s like night and day. It’s amazing what happens when people open their minds a little to options and treat the function with the respect it deserves.”
CFO
Large Investment Firm
Begin the conversation
Let’s talk about your accounting and finance needs.
Schedule an assessment call. We’ll learn about your business, your team, and your priorities, then recommend the right scope and mix of support.
Schedule a CallOr call us at 415-461-2586