Aldrich West Coast Private Company Report 2025

TITLE TRANSITION How do you handle these areas of accounting? OPERATIONS | Accounting

27%

53%

20%

Tax planning

Strategic planning financial models

66%

23%

10%

Reconciliations, journal entries, and month-end close

27%

40%

33%

87%

3%

10%

Payroll

20%

37%

43%

Internal audits

34%

40%

26%

Compliance/tax

53%

13%

33%

Management reports

Financial statements, income, cash flow, balance sheet

40%

43%

17%

100%

Accounts receivable

100%

Accounts payable

Fully or mostly outsourced

Full or mostly in-house

Equal mix of in-house and outsourced

20

Copyright © 2025 Aldrich Services LLP. All rights reserved.

Made with FlippingBook. PDF to flipbook with ease