Your Finances.
Done Right.

Scalable Accounting & CFO Services from Carpe Diem.

From CFOs and Controllers to Bookkeepers and Full-Service Payroll, Your Outsourced Finance Department is Just One Click Away.

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Maybe you need all the help.
Maybe you only need a little.

With Carpe Diem's customizable outsourced financial team, we have just the right solution for you and your growing organization.

Our Accounting Professionals are experts at delivering transparent, streamlined, and accurate GAAP-compliant financial information, managing accounts payable and receivable, and generating precise monthly and annual reports. This empowers you to steer your organization efficiently, enhance your ability to analyze operations, and make informed decisions for the growth of your organization.

Our fractional Controllers serve as your integrated lead accountant, creating your financial strategy, implementing internal accounting procedures, and helping you navigate financial reporting, including preparing accurate and timely monthly financial reporting.

They also provide senior-level oversight for purchasing, invoicing, asset management, human capital management, and cash-flow analyses, the preparation of detailed budgets and forecasts, and the analyses of their performance and benchmarking.

Our fractional CFOs act as your integrated financial executive. By partnering with you, your partners, or executives, they develop and drive the overall financial strategy of your organization by developing strategic plans with a deep understanding of underlying economics.

They bring strategic knowledge and insight to provide a comprehensive service that includes conducting rigorous financial reviews, modeling, planning and analyses, orchestrating strategic profit planning and execution, and actively serving as a liaison with seasoned tax experts, lenders, and investors to optimize your organization’s financial landscape.

Accounting Clerks, adept financial professionals, wield their data-entry expertise to seamlessly support accounts payable, accounts receivable, and other vital transactional processes integral to the bookkeeping cycle. Diligently organizing documents, they expertly apply incoming and outgoing payments with precision to ensure accurate account management.

Empower your business with a proactive BELAY Accounting Professional who skillfully manages every facet of payroll so you don’t have to.

From efficiently processing payroll and facilitating direct deposits to conducting precise payroll calculations and generating comprehensive year-end tax reports, our Accounting Professionals handle quarterly and year-end tax filing and payments with precision, going above and beyond for your financial peace of mind.

Our Enterprise Accounting Solutions help larger businesses streamline their systems, identify growth opportunities, and make strategic financial decisions to take their organizations to the next level. We have the experts you need at every level of the financial process to build a unified financial strategy and lead your business with confidence.

A glimpse of our expertise.

Bookkeeping Services

Our Bookkeepers are experts at delivering transparent and accurate GAAP-compliant financial information, managing accounts payable and receivable, and generating precise monthly and annual reports.

Controller Services

Our fractional Controllers serve as your integrated lead accountant, create your financial strategy, implement internal accounting procedures, and help you prepare accurate and timely reporting.

CFO Services

By partnering with you, your partners, or executives, our CFOs develop and drive the overall financial strategy of your organization by developing strategic plans with a deep understanding of underlying economics.

Top 10 Things You Can Delegate to a Bookkeeper Today

Here are some of the top tasks you can delegate to a bookkeeper so you can have financial peace of mind and spend time focusing on what only you can do.

Your Carpe Diem Outsourced Finance Department

CFO

Strategic Planning
Budgeting
KPI Development
Stakeholder Management
Fundraising
Risk Management
STRATEGY

CONTROLLER

Sophisticated Reporting
Deep Analysis
Scalable Systems
Process Management
Team Oversight
Internal Controls
Reporting

BOOKKEEPING

Day-to-Day Accounting
Rigorous Monthly Close
Timely, Accurate Reporting
Expense Management
Client Invoicing
CPA Support
STRATEGY

Our nonprofit and business accounting services

With Carpe Diem, you get a team of real people – not a rotating team of faceless bots – but a team of seriously skilled, servant-hearted people to provide the exact nonprofit and business accounting services you need.
You get...
An Accounting Professional
A Talent Specialist
A Client Success Consultant

Business and Nonprofit Accounting Services from
Carpe Diem

Everything you need for the peace of mind you deserve.

At Carpe Diem, our mission is to equip you with the confidence to climb higher and in order to do that, it’s important to note a few things that help us do just that.

We serve clients exclusively on cloud-based accounting systems.

Our services are a monthly subscription paid on the first of the month.

We have a minimum monthly subscription of $993 per month.

Our fractional Accounting Services are expertly tailored to meet your exact financial needs so you can get back to doing what only you can do: growing your organization.

Our process. Simple,
seamless, streamlined.

We ensure open and continuous communication throughout to keep you informed and at ease at every step.

Step1

Sign Up Now or Schedule a call with a bookkeeping and tax resolution expert and get your free bookkeeping consultation.

Step2

Grant us access to your QuickBooks account. Next, create a unique username and password for our secure online portal, and upload your financial statements directly to the portal.Alternatively, you could provide us with Accountant or Read-Only Access to your financial institution, ensuring seamless integration and data retrieval.

Step3

Your dedicated bookkeeper will reach out to you for a brief phone call designed to familiarize you with our services, answer any questions you may have, and ensure that you feel confident and supported throughout the process.

Step4

Our team will begin the bookkeeping process. You can rest assured that your bookkeeping is in capable hands, allowing you to focus on your core business activities. As we complete the bookkeeping,you will receive your profit and loss and balance sheet reports.

Schedule your Free Strategy Call

Book a time for a no obligation strategy call with one of our financial experts who will advise you on your financial strategy, bookkeeping and proven track record that we have with other Insurance Brokers
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We’ve Got an Awesome Price Plan for Dedicated Bookkeeping

Get a dedicated bookkeeper to manage your finances with accuracy, efficiency, and reliability.

Monthly
Bookkeeping

Total $993/month

What You Get:

1. Unlimited Transactions

2. Unlimited Bank Accounts.

3. Unlimited Communication With Your Bookkeeping Team

4. Categorize and Reconcile to your Statements

5. Monthly P&L and Balance Sheets

Let’s Hear from Our Happy Clients

Leading insurance providers trust Carpe Diem’s centralized platform for seamless planning and monitoring of the insurance lifecycle. See what our clients have to say about our bookkeeping expertise.

Got a question?
No problem.

We've covered a lot so far. But you might still have unanswered questions about how Carpe Diem's personalized matching process works. Allow us to ease any hesitations or concerns you may have before jumping into the process of hiring an Accounting Professional.

What accounting services do you offer?

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We are a full-service staffing solution providing bookkeeping, accounting clerks, full-service payroll, and fractional CFO services for businesses, churches, and nonprofits.

What security measures are in place to protect us?

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Carpe Diem understands the importance of protecting you and your sensitive financial information.

In addition to our secure third-party payment system with BILL and our read-only access to bank accounts, we also have processes in place to properly vet each Accounting Professional, including conducting background checks and talking with their references to be sure we are placing a trustworthy contractor with your organization.

We have internal checks for compliance ensuring everything remains above board.

Additionally, all our contractors sign a Confidentiality Agreement to protect you and your organization. We highly recommend strong passwords and using a password manager to keep your accounts secure.

Can I talk to my Accounting Professional?

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Yes, Carpe Diem wants to be an engaged member of your team.

Will I be able to interview the candidate you pick for me?

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Handing over the decision on who will work with you can be tough. But we know you donʼt have time to devote to screening and setting up interviews. We have a proven system to intentionally match you with someone equipped to handle everything you need accomplished.

What’s the difference between an Accounting Professional and an accountant?

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An Accounting Professional is more focused on tracking the day-to-day transactions that include paying bills, monitoring your cash flow, reconciling accounts, and preparing reports. An accountant can provide tax advice, certified audits, and a more high-level analysis of your organization's overall financial health.

Is your question not listed here? We’re happy to answer them for you!

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Just schedule a call with a Carpe Diem Solutions Consultant today!

I’m new to the remote concept and have no idea how this will work for me. Is there help?

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Of course! You’ll be assigned a Client Success Consultant who will walk through onboarding with you and who is there as a coach and resource for your entire time here at Carpe Diem.

How long does it take for me to be matched?

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On average, our clients are matched within one week.

Your Client Success Consultant will meet with your Placement Team to discuss, vet, and select 2-3 top candidates from our bench of nearly 2,000 U.S.-based talent, and then interview and select the best match for you.

I only need part of this service (i.e. reconciliation only). Is there an hourly rate for that?

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Carpe Diem can customize a solution if you only need reporting and reconciliation.

Do I get a team of Accounting Professionals that rotate?

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You will have one dedicated Accounting Professional that we match you with based on your needs, industry, personality, and working style.

If, however, you work with a CFO and Bookkeeper or a CFO and an Accounting Clerk, you will work with more than one professional.

Will my Accounting Professional help me shop for services and get quotes for me?

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Your Accounting Professional is focused on the transactional side of your needs. That responsibility is best supported by an admin team member. They can certainly provide the reports needed to show you what you spend with a particular vendor, but they will not help you shop vendors.