We help people make smarter business decisions

We are the perfect solution for business owners and executives who can benefit from expert guidence in finance and operations, and a team of qualified professionals to provide accounting support.

More than ever, IAA makes sense for growing companies like yours

Why are companies of every size turning to outsoucing for financial and operational support like never before? Because there are so many benefits for businesses who leverage the resources, talent, and innovative tools IAA offers instead of hiring in-house executives and teams.

Simplifies accounting and makes it more efficient

Provides cost-effective access to expert CEO & CFO advice

Reduces concerns about compliance requirements

Owners and executives can focus valuable time on their business

 Contributes to increased revenue and profit

Improves accounting quality and increases productivity

The numbers speak for themselves

of businesses with 50-500 employees outsource financial and technical services.
0 %
of small businesses fail due to a lack of business planning or management acumen, or due to financial missteps.
0 %
of companies who outsource financial services would likely refer their accounting partner.
0 %
is the average annual CFO salary paid by privately owned small to mid-size companies in 2020.
$ 0 K
in IRS civil penalties were accumulated by U.S. businesses in one year alone due to incorrect data entry and accounting errors.
$ 0 billion

Hire a CFO without the salary

Keeping your company on the path to success demands that you make smart, informed decisions everyday, but even the most qualified business leader can’t do it alone. You need an ally with the financial and operational expertise to work with you and report to you, developing strategies to manage risks and achieve business objectives that accelerate growth.

You get a CFO with practical experience and the support of a team with exposure to diverse industries and methodologies, all focused on improving critical areas needed to get you in compliance, secure funding, or grow your business — whatever your goals, we have the knowledgeable experts and resources ready to help.

  • An experienced financial advisor as-needed, part-time, or on-going
  • Strategic guidance for recovery, growth, funding, acquisition, or exit
  • IAA CFO services include the support of a dedicated financial team
Let’s talk

Expert accounting oversight

Every executive knows that financial intelligence is essential to make smarter business decisions in a timely manner. Qualified management of accounting and bookkeeping processes is the crucial to support every executive relies on so they can focus on the company growth.


IAA provides financial and operational expertise acquired from exposure to diverse methodologies and technologies, and an understanding of how to apply them successfully in even the most complex business situations. — whatever your accounting needs, we have the knowledgeable experts and resources ready to help.

  • Develop and manage strategies during special circumstances
  • Oversee daily operations of finance functions and staff
  • Ensure financial reports are accurate and up to date
Let’s talk

We are your best protection

A federal tax code that is constantly evolving and often applied inconsistently puts every business owner at risk. More than ever before, regulatory scrutiny of tax compliance and reporting is having a significant impact on businesses of every size. IAA’s full-service tax practice offers in-depth knowledge and proactive strategies to benefit companies of all sizes in even the most complex tax scenario.

As your advisor, we research and leverage tax codes and incentives to minimize the tax burden for business owners and execuitves, and maximize advantages at every stage of business growth. You get more protection with our team —
  • Professionals who understand every complex issue in your business
  • Apply tax codes and strategies to open doors to business opportunities
  • Get educated on how every decision impacts your income tax liability
Let’s talk

Get prepared for growth

Rooted in research and refined through numerous strategy efforts, our business planning process focuses on optimizing business efficiency and profitability, while alleviating growing pains from start-up to maturity. Our team starts with an in-depth analysis of your business performance, then we design a strategy to achieve what is possible rather than what is predictable.

Through years of collaboration with innovative organizations, we created methods for managing the true drivers of success, and optimizing processes for peak performance and profitability. As a business owner or executive, you take part in an educational experience that prepares you to be a better leader.
  • Develop a business plan that produces growth and generates value
  • Define the right strategy and put the right resources and effort behind it
  • A true business partner to help implement profitable tools and tactics
Let’s talk

A dedicated financial team

Whether your future plan includes a CFO-led finance department or you’re a CFO who needs the ongoing support of a controller-led accounting team, Integrated Accounting Advisors can provide the scalable resources and comprehensive services to position you for success.

You have the security of a full-service finance department with the technical and process expertise to perform day-to-day accounting and bookkeeping supported by robust internal controls, sophisticated analytics and reporting, plus IAA’s rigorous standards for quality and performance.
  • Automate internal processes to keep pace with your growing business
  • A clear picture of your business performance in a way that makes sense
  • Preparation and management of sales tax, periodic tax, and returns
  • Customized services and solutions to fit changing business needs
Let’s talk

Focus on what’s important

While bookkeeping is a critical function for the growth of any business, for most business owners, each day is spent being pulled in different directions. Between managing clients and employees, paying bills, and making strategic decisions, who has the time or energy to dedicate to this tedious task?

For efficient, accurate daily entry of detailed financial data, you can rely on the knowledge and expertise of our seasoned professionals; they stay up-to-date on all the pertinent finance details, so you don’t have to. Our team will make sure every entry is coded correctly to streamline tax preparation and filing, and provides the crucial information you need to make better financial decisions. You can’t do better than the team at IAA.
  • Scale our services as your business needs change
  • Ensure the integrity and security of your crucial financial data
  • Free up your time and employees to do what they do best
Let’s talk

Payment options that work best for your business

Monthly Retainer

  • Our preferred method; this option maintains a predictable monthly cost despite time allotments 
  • Ideal for repetitive work such as monthly financials and forecasting or regular tax planning

Per Project

  • Our team determines a one-time,  flat rate for effectively completing your project 
  • Unless mutually established, no additional charges or fees will apply

Hourly

  • Though not our preferred method, this model is considered a more traditional approach 
  • In our experience, clients are less likely to elaborate if “a clock is ticking”. 
  • With the exception of client insistence, we bill hourly only when Monthly and Per Project plans can’t be reliably calculated

Look who's talkin...

IAA understands the needs of a growing small business. They have been responsive to our changing needs and growth. Initially, they provided business tax services, then monthly financial statements, forecasting, and now CFO support and consulting. We would enthusiastically recommend them to other firms in need of high-quality accounting services.
Neville Anderson, CHMM
PresidentBasha Services, LLC
The team at Integrated Accounting Advisors has helped facilitate our company’s growth from one location to three separate companies across five states. IAA met with our team to understand the strategic operational plan, then created financial solutions to help reach our goals. Our business would not be as successful without IAA, and I highly recommend them for professional accounting and financial support.
George Nour
President/CEOChief Facility Defense

When is outsourcing not right for you?

Despite all of the benefits our clients enjoy, from reduced labor cost and risks, to increased efficiency , productivity, and profitability, there are situations when outsourcing may not be best for your company.

  • If you’re not in complete control — Exclusion from decision making or not being able to direct projects and access documents puts you at risk; these are signs you should keep work in-house or find another firm.
  • If communication is difficult — If your outsourcing to a firm in another time zone or country, and their business hours, culture, or language are creating confusion and delays, then it’s not the right solution.
  • If the quality of work suffers — Outsourcing is only good if you are getting the quality and performance you expect and your business needs to be successful; anything less, then it’s best to find an alternative.
  • When your needs justify a FTE — If your business circumstances require continuous onsite support and/or data entry could fill 80% of a full time employee’s capacity, an in-house bookkeeper might be best for you.