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Outsourced Accounting

Designing The Future Starts Now
With Tailored Advisory Services.

We get to know you and understand your unique needs. Known in the industry as
Client Advisory Services (CAS), our service is flexible and designed to fit your specific
situation. Whether you need financial guidance, day-to-day support, a strategic partner
to grow with you, or operations support we’re here with customizable packages and a
deep bench of expertise to help you define your strategy, design your finances, and
align your operations.

Define Your Strategy.

Let’s define your organization’s mission, values, and goals together. Where are you now? Where do you want to be? How will you get there? We’ll help make sure every decision is focused on your strategic objectives. With regular check-ins and ongoing updates, we’ll keep things on track and support you every step of the way.

Design Your Finances.

We’ll help you build a financial plan that tells the story of your strategy. Covering everything from day to day accounting and reporting to KPIs, budgeting, forecasting, and cash flow. You’ll also get training to help your team make confident, informed decisions.

Drowning in daily accounting tasks? Let us take it off your plate. From general ledger maintenance to account management, we’ve got it covered while keeping you compliant. Every step of the way.

Align Your Operations.

We bring it all together to ensure your operations support your strategic plan and evolves as your organization does. We’ll be right there to help you adjust and refine your plans with trainings such as succession planning, leadership development, coaching, waste management, and more. Need tech solutions that fit your growing team? We can customize everything from security upgrades to collaboration tools and SaaS platforms, making sure your IT supports your goals.

Services That Meet You Where You Are

You get more than accounting and advisory services; you get the entire Tanner brand behind you. Clients trust us because we’re more than just an accounting firm, we’re a strategic partner. We offer flexible, customizable packages to suit your unique needs, with the deep expertise to back it up. And with a range of pricing options, we can find the right solution that works for your budget.

We offer three levels of service to meet your specific needs:

Basic Accounting Services

Perfect if you’re looking to cover those basics. We’ll handle everyday accounting tasks like general ledger upkeep, reconciliations, and compliance so you can focus on running your organization without the stress of managing finances.

Reach out for personalized pricing.

Advanced Accounting Services

For those who want more than just accounting, they want to capitalize on it. In addition to all the basic package services you’ll receive a full month end close, GAAP compliance, dashboards, financial reports, advisory check-ins, and more, helping you stay on top of performance and make smart decisions.

Reach out for personalized pricing.

Define, Design, and Align Advisory Services

Ready to go beyond accounting and make the most of your organization? Then add the enhanced services right for. We combine everything from advanced accounting package plus strategic planning, deep financial analysis, forecasting, financial literacy training, operations consulting, and even IT solutions, ensuring you have the right tools and advice to maximize the impact of your operation.

Reach out for personalized pricing.

Why Outsource with Tanner?

Tanner has 21 partners and 270 employees. Leverage the expertise we have from working with the biggest names in Utah.

Tanner has a specialty nonprofit accounting practice that has been serving hundreds of clients with audits, tax work, strategic planning, accounting services, IT support, and more for over 30 years.

Many organizations think we are too expensive until they experience the value add for themselves. We have a team of experts and can provide you value the way smaller firms or individuals can’t. We make sure our clients understand their financial statements, often for the first time, and can use them to make decisions. Because you pay for only the services and time you need, on average our advanced accounting package clients save more than $4,000 per month compared to hiring an in-house full-time staff accountant and controller. Jirav FP&A software is included our advanced accounting packages and provides you with dashboards, customized reporting, and the option to add on budgeting. A subscription to this software would cost $20,000 year.

We do what we do best, so that you can do what you do best. Consider the time it takes vs. opportunity cost to outsource so that you focus on your highest and best value.

A holistic, full-service advisory team means you make better decisions and get better financial statements which are necessary for better funding. We go beyond bookkeeping, we provide financial analysis and advice to grow, handle complex accounting, prevent errors down the road, and provide you the services to manage your organization most effectively.

Yes, we’ll work with your existing team to design services to fit your needs.

We think a “mess” is just a puzzle to be solved. Bring it all to us. Using our 4 step plan within a month we’ll have you on the right track and optimized usually within the first quarter.

If you’re not outsourcing you miss out on value of the network and resources Tanner has to offer, you leave value on the table, lose out on professionalism, and those opportunity cost. We help you build confidence in the marketplace. Finally, we handle all our employee salaries and benefits, so you pay one flat, dependable monthly rate with no HR concerns.

We believe financial reporting tells the story of your organization. However, if that story is in German, and you only speak English, it’s meaningless. We teach you just the accounting language you need to know and then we tell the story in your language. Never get reporting you don’t understand again. Not to mix metaphors, but by understanding the language we can help you solve the problem, not reiterate the list of symptoms you already knew you had.

Turnover can be high, especially at NPO’s. We have turnover rates below industry averages, and cross train all employees so on the rare occasion we have employee turnover, you never feel it. The average cost in the US to hire an employee is $4,700 with an average NPO turnover of 20%. Imagine never having this stress again?

We handle all of our employee training, including CPA certification requirements. We’re experienced experts. Save time, money, and stress not doing your own training. Also, we offer free trainings, events, and roundtables to our clients throughout the year.

We are real, local people who pick up the phone when you call. We provide timely, accurate financial reporting and regular check-ins to meet your deadlines. Additionally, the industry average NPS score is 39. Tanner’s NPS score is 86.

What Clients Are Saying

Tanner provides reliable information, with a high comfort level. They have an expert nonprofit knowledge, availability both remote and in person, and high standards of practice. They understand the important things for me to know, translate data into something meaningful that is worked it into goals and priorities of the organization, an help with both the short and long short term goals of the organization.

From day one of our Company, we wanted to have our accounting in place and have one source of truth for our financial information.  It’s nice to not have to worry about it the accounting. We get a reporting package every month that is perfect for presenting to potential investors.

Sitori is INCREDIBLE, a true godsend.  It scares me to think of attempting our system conversion without her.  Her wise, calm, steady, and professional demeanor is guiding us through the conversion process.  I am grateful to have added Sitori to my circle of trusted professional peers.

Designing the Future Starts Now

Take the 5-minute diagnostic here and get immediate results about the health of your organization.

Our Onboarding Process
Is Personal & Customized
To You.

From our very first conversation, we’ll work closely to understand your goals and build a plan that makes sense for your business.

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