Outsourced Accounting & Controller Services in Fort Worth & DFW

Intro

Growing organizations often reach a point where basic bookkeeping is no longer enough – but building an entire internal accounting department may not make sense.

Owens Executive Financial Services provides an integrated accounting and financial management function that connects accurate bookkeeping, disciplined monthly close, reliable reporting, and Controller-level oversight.

Based in Aledo, OEFS serves businesses throughout Fort Worth and the Dallas-Fort Worth metroplex, as well as organizations nationwide.

A Finance Function Built Around Your Business

Financial information should do more than record what happened.

OEFS builds structured financial processes designed to give leadership accurate records, timely reporting, stronger controls, and greater visibility into business performance.

Support can scale from foundational accounting through ongoing Controller and financial management oversight.

Bookkeeping & Transaction Management

Services may include:

Transaction categorization
Bank and credit-card reconciliations
Accounts payable and receivable tracking
Payroll accounting entries
General-ledger maintenance
QuickBooks Online management and optimization

Monthly Close & Financial Reporting

A disciplined monthly close creates the foundation for reliable decision-making.
Support may include:

Account reconciliations
Adjusting entries
Month-end review
Profit & Loss reporting
Balance Sheet reporting
Cash Flow reporting
Management-ready financial statements
Reporting consistency and accuracy review

Controller & Financial Oversight

For organizations that need more than bookkeeping, OEFS provides Controller-level oversight designed to strengthen the overall finance function.
Services may include:

Oversight of accounting and month-end close
Financial reporting review
Chart-of-accounts optimization
Internal controls
Accounting workflow improvement
Financial process documentation
Coordination with outside CPAs and tax professionals
Management reporting
Financial accountability and operating discipline

Budgeting, Forecasting & Financial Management

OEFS helps leadership understand not only where the organization has been, but where it is going.
Services may include:

Annual budgeting
Rolling forecasts
Cash-flow forecasting
Revenue and expense planning
Scenario analysis
KPI development
Budget-to-actual analysis
Management decision support

Who This Service Is For

This service is designed for organizations that:

Have outgrown basic bookkeeping
Need more reliable monthly reporting
Lack dedicated Controller-level oversight
Need stronger accounting processes and internal controls
Want better visibility into cash flow and financial performance
Need accounting and financial management to operate as one connected function

Serving Fort Worth, DFW & Organizations Nationwide

Owens Executive Financial Services is based in Aledo, Texas and serves organizations throughout Fort Worth and the Dallas-Fort Worth metroplex.

Our cloud-based financial systems also allow us to support organizations nationwide.

Build a Stronger Finance Function

Get accurate accounting, reliable reporting, and financial oversight designed around your organization.