Transform your Back Office into a Strategic Advantage
Unlock Agility & Accuracy with Intelligent Solutions
With a guided focus on proactive planning and performance insight, true transformation can elevate the efficiency and accuracy of your back-office operations, driving your team with real-time data, streamlined workflows, and the freedom to focus on strategic priorities.
Through a comprehensive approach to financial oversight and regulatory preparedness, our services help businesses maintain control, reduce risk, and ensure compliance. The result? A resilient back office that fuels confident leadership and long-term growth.
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Shift from oversight to opportunity with our back-office support
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Business & Owner Succession & Transition Planning
Plan leadership transitions that keep operations steady and scalable.
Business & Owner Exit Readiness & Planning
Prepare exits that protect back-office continuity and efficiency.
KPI Analysis & Performance Advisory
Use KPIs to identify efficiency gains and optimize administrative performance.
Financial Dashboards & Forecasting
Forecast financials to guide scaling while managing back-office costs.
Financial Planning and Analysis
Evaluate finances to uncover opportunities for smarter resource allocation.
Payroll & 401(k) Benefit Integration
Simplify payroll and benefits to reduce overhead and improve compliance.
Comprehensive Accounting Services
Maintain reliable, compliant accounting systems that support scaling operations.
Fractional CFO Services
Access fractional CFO leadership to unlock efficiencies and strategic growth.
Virtual Controller
Strengthen financial oversight with virtual controller services that scale with you.
Accounting Technology Integration and Automation
Integrate advanced technology to streamline accounting and boost accuracy.
Financial Process Automation
Automate processes to reduce back-office workloads and risks.
Employee Benefit Plan Audit Services
Conduct audits to ensure benefit plans meet compliance standards.
Agreed-Upon Procedures (AUP) Engagements
Apply agreed-upon procedures to address back-office needs with precision.
Employee vs. Independent Contractor Classification
Classify workers correctly to reduce compliance risks in scaling operations.
FAR Compliance Advisory
Maintain FAR compliance for back-office processes supporting government contracts.
DCAA Readiness Assessments
Assess readiness for DCAA requirements to strengthen compliance foundations.
DCAA Audit Preparation & Support
Prepare back-office systems for successful DCAA audit outcomes.
Indirect Cost Rate Budgeting
Build budgets that meet indirect cost requirements while scaling operations.
Capture Strategy & Proposal Consulting
Win contracts with proposals that demonstrate back-office readiness and compliance.
Why HeimLantz
Administrative efficiency yields competitive advantage
Overhead Reduction
Streamline your accounting operations to reduce manual tasks and increase efficiency.
Benefits Efficiency
Simplify payroll and 401(k) integration for employee satisfaction and reduced administration.
Cost-Effective Scaling
Leverage fractional CFO and virtual controller to support growth with less overhead.
Stronger Internal Controls
Apply our best practices and oversight to safeguard your operations.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
FAQs
What does it mean to optimize back-office functions?
Optimizing back-office functions involves streamlining financial, administrative, and compliance processes to improve efficiency, reduce overhead, and support strategic business growth.
What are the benefits of automating accounting processes?
Accounting automation reduces manual errors, saves time, improves data accuracy, and allows your team to focus on higher-value strategic tasks instead of repetitive bookkeeping.
How do I know if my business is ready for a fractional CFO?
If you are facing complex financial decisions, planning for growth, or need strategic insight without hiring full-time, a fractional CFO is a smart solution.
What is the difference between a virtual controller and a CFO?
A virtual controller focuses on day-to-day financial operations and reporting accuracy, while a CFO provides strategic financial guidance, planning, and high-level decision support.
What is included in your comprehensive accounting services?
Our comprehensive accounting services include software automation, financial reporting, payroll integration, benefit plan consulting, and compliance support tailored to your business needs.
What is the advantage of outsourcing back-office functions?
Outsourcing back-office functions reduces overhead, improves accuracy, and gives your business access to specialized expertise without the cost of in-house staff.
How does payroll and 401(k) integration improve efficiency?
Integrating payroll with retirement benefits reduces administrative workload, improves data accuracy, and enhances the employee experience.
How do virtual financial services support remote teams?
Virtual CFOs and controllers provide expert financial oversight and reporting from anywhere, ensuring continuity and accuracy for distributed or hybrid teams.
What is the ROI of outsourcing accounting and compliance?
Outsourcing reduces overhead, minimizes risk, and improves decision-making, delivering measurable returns through cost savings and operational efficiency.
What tools do you use for financial automation and integration?
We work with leading platforms like QuickBooks, Xero, and other cloud-based tools to automate workflows and integrate financial systems seamlessly.
What is included in your payroll and benefits integration service?
We align payroll systems with accounting systems, retirement plans, and benefits administration to reduce errors, improve compliance, and streamline HR processes.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.