TITLE TRANSITION How do you handle these areas of accounting? OPERATIONS | Accounting
Tax planning
27%
53%
20%
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
ALDRICH INSIGHTS
“While areas like accounts payable/receivable and payroll are mostly done in-house, private company leaders often work with external providers on more complex areas like tax compliance and planning, financial statements, and reconciliations.”
Kevin Sell Partner, Spokane
20
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