Our services allow you to focus on core business activities while we handle your accounting tasks, and they are scalable to grow or contract based on your needs. Using modern, technology-focused accounting tools, you will benefit from the latest software without needing to invest in it yourself.
Sindy Echevarria leads our Outsourced Accounting Practice at Sheppard Morris CPAs, bringing experience in maintaining accurate, streamlined, and compliant accounting records for businesses across several industries. Her capabilities span multiple accounting platforms, including QuickBooks, Yardi, Sage, Appfolio, and NetSuite, as well as modern payment solutions such as deluxe e-check integrations and automated accounts payable workflows. Sindy earned a bachelors and masters degree in accounting from Florida International University.
Sindy’s capabilities include managing day-to-day accounting functions, implementing accounts payable workflows, reconciling bank accounts, and handling overall, accounting questions and related support. She has experience managing the accounting books of real estate development projects, closely held private businesses and service entities. Sindy helps your team prepare journal entries, monitor cash balances, coordinate portfolio transfers, and supports with critical financial tasks. Sindy also contributes to income tax preparation and compliance.
If you are looking to outsource your accounting operations, migrate financial data from bank statements or Excel to a modern accounting system, or improve the efficiency of your financial reporting, Sindy can help streamline and modernize your business operations.
Hiring a full-time, in-house accounting team involves significant expenses, such as salaries, benefits, and infrastructure costs. Managed accounting services offer a more affordable solution, allowing businesses to access our accounting experience without incurring these overhead expenses. This back office accounting approach is particularly beneficial for small to medium-sized enterprises that need to manage resources carefully.
Managed accounting services enable businesses to focus on their core competencies by delegating accounting tasks to us. This strategic shift allows business leaders and employees to invest more time and energy into activities that drive growth and innovation, rather than being bogged down by the complexities of accounting and software.
One of the standout features of our managed accounting services is their scalability. As your business evolves, your accounting needs may fluctuate. Managed services can easily scale up or down, providing the flexibility to meet your needs without the hassle of hiring or downsizing staff.
With managed accounting services, businesses benefit from the latest technology-focused accounting tools without the need for direct investment. These tools enhance efficiency in data management and analysis, so that your business stays ahead of the curve in compliance and strategic financial planning.
Accurate and professional accounting records enhance the credibility of your businesses value by providing clear, transparent, and well-organized data. This instills confidence in investors and potential buyers, as they can easily assess the true financial health of your business. Clean records reduce uncertainty and demonstrate that your business operates efficiently, which can make your operations more appealing. This credibility often leads to a higher business valuation because buyers are more willing to offer a premium for businesses with well-documented financials, as it reduces risk and simplifies due diligence.
Sheppard Morris CPAs offers cost-effective Managed Accounting services that allow you to avoid the overhead of hiring an in-house team while focusing on your core business activities. Our flexible, scalable solutions grow with your business, providing access to cutting-edge accounting tools without requiring direct investment in software or infrastructure. By maintaining clean, accurate, and transparent financial records, we help enhance your business credibility, positioning you for a smoother exit and potentially higher valuation.
