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Outsourcing Finance and Accounting Hub: Industry-Specific Insights

Welcome to Your One-Stop Resource for Outsourced Finance and Accounting Solutions

The right team is critical, but hiring is harder than ever. Don’t let staffing shortages, turnover, or inefficiencies hold your business back. Outsourcing gives you the support you need—without the hiring headaches.

Explore our comprehensive collection of industry-specific guides, case studies, and insights designed to help businesses streamline finance and accounting operations through outsourcing.

Select Your Industry

Choose your industry from the list of related practices to access tailored insights, case studies, and best practices.

Real Estate

Discover how outsourcing finance and accounting can optimize property management, streamline reporting, and enhance financial decision-making in the real estate industry.

Real Estate Guide

Supporting Insights:

The Three Biggest Financial Staffing Challenges Real Estate Firms Face Today [Article] 

Understand the top financial staffing struggles in real estate and how outsourcing provides solutions. Read More

Three Major Tasks Commercial Real Estate Firms Can Outsource [Article]

Discover key finance and accounting functions that real estate firms are increasingly outsourcing. Read More

Trying to Raise Real Estate Capital? Here’s How to Increase Your Odds [Article]

Learn how outsourcing finance can help real estate firms improve financial transparency and attract investors. Read More

How Property Management Professionals Can Leverage AI Technologies for Decision-Making [Article]

Explore how AI is shaping financial management in the real estate sector. Read More

Real Estate Finance and Accounting – It’s IN to OUTsource [Article]

Take a deep dive into why more real estate firms are outsourcing their finance and accounting operations. Read More

Multifamily Owner/Operator Who Wanted to Address Turnover​ in Their Accounting Department [Case Study]

A real estate owner/operator faced high turnover in their accounting team and leveraged outsourcing to stabilize operations. Read More

A Real Estate Investment Firm Transforms Financial Operations​ Through Business Process Outsourcing [Case Study]

A real estate investment firm streamlined processes and improved efficiency through outsourced finance solutions. Read More 

Financial Services

Learn how outsourcing finance and accounting can help financial services companies manage reporting, compliance, and operational efficiency.

Financial Services Guide

Supporting Insights:

Why Don’t Financial Services Companies Have an Equally Data-Driven Back Office? [Article]

Explore how financial services firms can leverage data-driven insights in their finance and accounting functions. Read More

An Investment Manager Client in Need of Seasoned Finance Leadership [Case Study]

An investment management firm streamlined reporting and accounting functions through outsourced CFO and controller services. Read More

Healthcare

Learn how outsourcing finance and accounting can help healthcare companies manage reporting, compliance, and operational efficiency.
Healthcare Guide

Supporting Insights:

Could Your Patient Care Costs Be Hurting Your Profitability [Article]

Many providers lack visibility into the true cost of patient care. This article explains how finance and accounting outsourcing can improve cost tracking, reporting, and profitability. Read More

Interested in Value-Based Care? Ask Your Accountant [Article]

Transitioning to value-based care requires finance and accounting support that aligns outcomes with reimbursement. Learn how outsourced finance and accounting teams can help practices prepare. Read More

How Financial Dis-Ease Causes Patient Harm [Article]

Poor financial management can disrupt care and access. This article explores how outsourced finance and accounting services can reduce risk and improve patient outcomes. Read More

A Sizable Physician Practice in Need of Healthcare Finance and​ Operations Expertise [Case Study]

A leading physician group established a management services organization and built scalable finance functions with outsourced accounting support. Read More

An Ophthalmology Practice Who Needed​​ an Integrated Practice Management and EHR System [Case Study]

A specialty practice improved reporting and provider performance by upgrading its EHR and PM systems with outsourced implementation support. Read More

Healthcare Provider Needed Seasoned Finance Leadership [Case Study]

A healthcare provider stabilized operations and improved financial reporting by outsourcing CFO and controller services. Read More

Simplifying Retail Healthcare and Physician Practice Accounting Through Outsourcing [Article]

This article explains how outsourcing finance and accounting functions helps fast-growing retail healthcare and physician practices stay compliant, scalable, and efficient. Read More

Law Firms

This guide explores how law firms can navigate staffing shortages, complex reporting needs, and growing pressure for real-time financial insights by outsourcing their finance and accounting function. It outlines the full range of services that can be outsourced, including billing, forecasting, and decision support, and explains how a tailored solution can help law firms improve performance, scalability, and profitability.
Law Firms Guide

Supporting Insights:

Three Ways Law Firms Can Overcome Accounting Challenges [Article]

Delayed billing, inconsistent reporting, and staffing gaps can hurt profitability. This article shares three actionable solutions law firms can use to strengthen their finance and accounting operations. Read More

Choosing the Right Finance and Accounting Support for Your Law Firm [Article]

Whether your firm needs billing help or a full-service finance and accounting function, this article explains the key differences between available options and how to find an outsourcing provider that understands the legal industry. Read More

Providing a Law Firm With More Efficient Financial Reporting [Case Study]

In this case study, a law firm struggling with outdated reporting turned to outsourced finance and accounting support from Citrin Cooperman. The result was a faster month-end close, more accurate reporting, and better insight into profitability. Read More

Boutique Law Firm Needed to Build an Accounting and Finance System from the Ground Up [Case Study]

In this case study, a boutique law firm needed to establish its finance and accounting foundation. Outsourced support from Citrin Cooperman helped them build systems, implement processes, and gain visibility into performance. Read More

How Law Firms Can Unlock the Power of Financial Data for Strategic Decision Making [Article]

Law firms need more than standard reports to make informed decisions. This article explains how to use finance and accounting data to improve profitability, benchmark performance, and support strategic planning. Read More

Marketing Agencies

Managing project-based billing, disconnected systems, and tight deadlines makes it difficult for agencies to keep up with accurate finance and accounting. This guide explores the most common challenges marketing and advertising firms face and outlines practical strategies to build a more efficient and scalable finance and accounting function.
Marketing Agencies Guide

Supporting Insights:

How Marketing Agencies Can Overcome the Divide Between Project Management and Accounting [Article]

Project timelines and budgets are rarely in sync, and that misalignment can be costly. Learn how finance and accounting teams and client services can improve collaboration with better workflows and integrated reporting. Read More

Three Steps to Solve Marketing and Advertising Agencies’ Finance Challenges [Article]

From unclear margins to delayed reporting, many agencies struggle to keep their finances on track. This article explores three actionable ways to address the most common issues using outsourced finance and accounting support built for creative firms. Read More

A Marketing Agency Needed Revenue Accounting Assistance [Case Study]

In this case study, a fast-growing agency struggled to recognize revenue properly and close their books on time. Outsourced support provided by Citrin Cooperman helped them implement better systems and scale their finance and accounting operations without adding internal headcount. Read More