Client Accounting Services Practice Group
Your Outsourced Accounting Department
Whether you're managing routine operations or tackling urgent, high-stakes projects, you need accounting support that’s reliable, responsive, and aligned with your goals.
Our Client accounting services are designed for businesses like yours whether you're looking for dependable day-to-day accounting or facing complex challenges like an upcoming audit, a failed ERP implementation, a merger, or IPO readiness. You get experienced professionals, guided by CFOs with situational and industry insight, who step in quickly to stabilize your operations and deliver accurate financials your board and investors can rely on.
How We Help
When you need dependable accounting whether for day-to-day operations or a critical project, you want support that’s fast, flexible, and deeply experienced. If you're preparing for an audit, recovering from a failed ERP rollout, navigating a merger, or getting ready to go public, you need more than basic bookkeeping. You need professionals who can stabilize your accounting, ensure accuracy, and deliver financials your board and investors can trust. We deliver you the right expertise at the right time guided by CFOs who understand your industry and your priorities.
Routine, Scalable Accounting Services
When you need reliable support with day-to-day finance operations, our professionals — bookkeepers, accountants, controllers, and CPAs — integrate seamlessly with your team. You stay focused on growth while we handle the financial foundation.
Stay on top of your month-end close and reporting
Keep payables, receivables, and payroll running smoothly
Gain control over cash flow and forecasting
Produce GAAP-compliant, audit-ready financials
Communicate confidently with tax advisors and outside stakeholders
We adapt quickly to your accounting systems and processes. We can also help you optimize workflows, upgrade tools, and design a staffing model that scales with your growth.
Time Sensitive Accounting Projects
When the stakes are high and time is short, you need a partner who can move fast.
If you're facing financial cleanup, gearing up for a major transaction, or scrambling to fix a failed ERP rollout, we bring the expertise and urgency to get you back on track fast. You might be:
Preparing for M&A and need clean records, standard reports, and due diligence support
Getting audit- or IPO-ready, with historical financials to reconstruct and controls to implement
Rescuing an ERP rollout that’s over budget or underdelivering
Scaling quickly post-funding and need infrastructure that can keep up
Reporting to investors or your board under pressure and short timelines
In these moments, you need more than accounting expertise. You need people who can prioritize, move fast, and take your urgency seriously. That’s where we come in.
How We Help
When you need dependable accounting whether for day-to-day operations or a critical project, you want support that’s fast, flexible, and deeply experienced. If you're preparing for an audit, recovering from a failed ERP rollout, navigating a merger, or getting ready to go public, you need more than basic bookkeeping. You need professionals who can stabilize your accounting, ensure accuracy, and deliver financials your board and investors can trust. We deliver you the right expertise at the right time guided by CFOs who understand your industry and your priorities.
Routine, Scalable Accounting Services
When you need reliable support with day-to-day finance operations, our professionals — bookkeepers, accountants, controllers, and CPAs — integrate seamlessly with your team. You stay focused on growth while we handle the financial foundation.
Stay on top of your month-end close and reporting
Keep payables, receivables, and payroll running smoothly
Gain control over cash flow and forecasting
Produce GAAP-compliant, audit-ready financials
Communicate confidently with tax advisors and outside stakeholders
We adapt quickly to your accounting systems and processes. We can also help you optimize workflows, upgrade tools, and design a staffing model that scales with your growth.
Time Sensitive Accounting Projects
When the stakes are high and time is short, you need a partner who can move fast.
If you're facing financial cleanup, gearing up for a major transaction, or scrambling to fix a failed ERP rollout, we bring the expertise and urgency to get you back on track fast. You might be:
Preparing for M&A and need clean records, standard reports, and due diligence support
Getting audit- or IPO-ready, with historical financials to reconstruct and controls to implement
Rescuing an ERP rollout that’s over budget or underdelivering
Scaling quickly post-funding and need infrastructure that can keep up
Reporting to investors or your board under pressure and short timelines
In these moments, you need more than accounting expertise. You need people who can prioritize, move fast, and take your urgency seriously. That’s where we come in.
Who We Serve
SMB and Mid-Market Companies
From investor-backed startups to multinational enterprises, we serve businesses where financial reporting must be timely, GAAP-compliant, and built to scale. We quickly learn existing business practices and ambitions before setting up relevant accounting and reporting practices to support management.
Related practice areas: International Business, Mergers & Acquisitions, Start-Up & Pre-IPO
Nonprofits and Mission-Driven Organizations
We help nonprofits maintain fiscal transparency, meet grant reporting obligations, and navigate complex tax returns and audits. Clients have the option to add a fractional Nonprofit CFO customize accounting practices and reports to meet requirements.
Related practice area: Non-Profit
Private Equity–Backed Companies
We bring discipline, structure, and investor-grade reporting to portfolio companies preparing for transactions or experiencing rapid change. Fractional CFOs with industry or situational expertise are available to further outsource management of the client accounting function.
Related practice areas: Financial Systems, Modeling & Reporting, Cleantech
Founders and CEOs with Urgent Needs
From reconstructing financials to resolving ERP issues, we’re the team to call when urgency meets complexity—and getting it done right is non-negotiable.
Systems and Tools
We are system-agnostic and experienced in a wide array of platforms.
Accounting Systems
Intacct
NetSuite
Oracle
QuickBooks
Microsoft Dynamics
Xero, Blackbaud
Sage
Acumatica
Related Tools
Bill
Expensify
Stripe
SOS Inventory
Jirav
Payroll Systems
ADP
Paychex
Rippling
Gusto
Heartland
Meet the Team
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Chris Reynolds
Client Accounting Systems Practice Group Leader
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Bob Weis
Client Accounting Services Practice Group Leader
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
Engagement Example:
A cleantech company preparing to scale hired CFOs2GO and Client Accounting team. We established an outsourced accounting department, handled all transactions (AP, AR, payroll), delivered board-grade financials, and supported the annual audit and tax process. As the company grew, we helped design and hire the internal team—while continuing to provide contingent staffing when needed.
Engagement Example
After a stalled Sage Intacct ERP implementation, the CEO of a transportation company turned to our Financial Systems practice group. Our assessment revealed bandwidth and expertise gaps in their internal team. We quickly deployed Client Accounting resources to complete the implementation and staffed a new full-time controller to support long-term operations.
Engagement Example:
A multinational manufacturer preparing for sale lacked standardized books across its U.S. and international entities. Our M&A CFO assembled a hybrid team of onsite accountants and client accounting accountants to bring records current and audit-ready—clearing the way for a successful exit.
Engagement Example