Business Process Outsourcing

Build a stronger, more agile finance function with customized outsourcing solutions tailored to your business, industry, and growth objectives. Citrin Cooperman’s experienced professionals provide scalable support so you have the timely information needed to make confident decisions.

Our team works alongside your existing leadership and integrates with Citrin Cooperman’s broader tax, transaction advisory, cybersecurity, wealth management, and digital services teams. This connected approach helps address immediate operational needs while supporting longer-term business priorities. Citrin Cooperman’s outsourcing services include transactional accounting, month-end close support, customized reporting, budgeting and forecasting, fund accounting, finance assessments, and IT and managed services.

Technology should enable growth, not create more disruption. Citrin Cooperman’s IT and Managed Services team delivers proactive, scalable support that helps keep your systems secure, reliable, and aligned with your business goals.

From strategic IT planning and technology selection to implementation, monitoring, patch management, help desk support, and ongoing optimization, we provide the capabilities of an in-house IT department on an outsourced basis. Our professionals help you reduce technology risk, minimize downtime, strengthen performance, and focus your team on what matters most: moving the business forward.

Turn technology into a catalyst for sustainable growth. Citrin Cooperman’s outsourced digital solutions help businesses modernize processes, connect systems, and use data more effectively without the financial and operational burden of building and maintaining a large in-house technology team.

Our professionals bring strategic guidance and end-to-end support across digital transformation, artificial intelligence, process automation, data and analytics, systems integration, and technology platform selection. We assess your current environment, identify opportunities to improve efficiency and visibility, and develop a practical roadmap aligned with your business goals.

From enterprise resource planning (ERP) and customer relationship management (CRM) systems to cloud productivity tools, performance management, and analytics, we help create a connected digital foundation that can evolve with your organization.

Today’s businesses face rising costs, tighter margins, rapidly evolving technology, and increased pressure to make faster, data-informed decisions. Yet many lack the financial leadership to turn complex data into a clear strategy for growth.

Citrin Cooperman’s outsourced CFO services provide strategic financial leadership without the cost or long-term commitment of a full-time executive. Our professionals work alongside your leadership team to strengthen financial reporting, budgeting, forecasting, cash flow management, profitability analysis, and long-range planning.

With an experienced CFO perspective, you gain clearer visibility into performance, stronger control over cash and spending, and practical guidance for evaluating opportunities and managing risk.