OUTSOURCED FINANCE SERVICES

Financial discipline without building a full in-house team.

PRIZMA gives growing companies the accounting, controllership and finance leadership capacity they need to close with discipline, understand performance and act faster.

Worktable with laptop, financial reports, calculator and branded Prizma mug
MODELOUTSOURCED TEAMACCOUNTING, CONTROL AND FINANCE LEADERSHIP UNDER ONE LOGIC
COVERAGECR · CAM · USALOCAL EXECUTION WITH REGIONAL VISIBILITY FOR GROWING COMPANIES
FINANCIAL DISCIPLINE

Most companies do not need more structure. They need sharper control.

When accounting is disconnected from cash, reports arrive late and leadership makes decisions without follow-through, the problem is not headcount. It is financial discipline.

Clear financial visibility

Financial statements, reporting and close cycles that help management understand the business, not just satisfy a requirement.

Cash under control

Collections, payments and liquidity follow-up so the business runs with less improvisation and more anticipation.

Better management decisions

Budgets, KPIs and financial follow-through so management decisions are based on numbers instead of intuition.

HOW THE MODEL WORKS

A complete finance system for companies that want to grow without overbuilding internal structure.

We combine accounting discipline, financial control and leadership judgment inside one flexible structure. A company can take only the level it needs today and scale toward stronger follow-through and deeper support later without losing continuity.

Accounting and compliance

Bookkeeping, reconciliations, close cycles, financial statements and obligations under control so operations sit on a solid base.

Controller and KPIs

Cash control, monthly reporting, dashboards and performance follow-up for real management visibility.

Finance direction and decisions

Budgets, projections, structuring and senior support when the business needs deeper analysis and stronger judgment.

PORTFOLIO

Six service lines under one control logic.

The offer is designed to solve real finance management problems: accounting disorder, lack of control, decisions without data and growth without structure.

01

Accounting & Compliance

The operating foundation required to keep accounting current, close with discipline and stay compliant without relying on improvised processes.

What it solves

It addresses accounting disorder, delayed close cycles, limited traceability and too much dependence on manual work.

What it includes

  • Full bookkeeping
  • Bank reconciliations
  • Monthly financial statements
  • Accounts receivable and payable support
  • Tax filings

Best fit for

Companies that need a solid accounting base and consistent compliance before scaling their financial structure.

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02

Outsourced Controller

A financial control layer that turns accounting into management information and brings real follow-through to results, spending and cash.

What it solves

It addresses weak financial control, low visibility into performance and decisions made without periodic follow-up.

What it includes

  • Monthly financial analysis
  • Expense control
  • KPIs and dashboards
  • Cash flow monitoring
  • Management reporting

Best fit for

Companies that are already operating but need more financial discipline without building a heavy internal structure.

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03

Outsourced Finance Director

Senior financial guidance to define priorities, project scenarios and support relevant business decisions with numbers and judgment.

What it solves

It addresses lack of planning, decisions without financial projection and the absence of a finance leadership perspective on profitability and growth.

What it includes

  • Budgets and projections
  • Strategic financial planning
  • Investment evaluation
  • Profitability analysis
  • Support on key decisions

Best fit for

Companies that need finance leadership judgment but do not yet justify a full-time in-house CFO.

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04

Optimization & Automation

Systems implementation and process standardization to reduce errors, accelerate closes and modernize the finance operation.

What it solves

It addresses manual processes, duplicate entry, weak integration between areas and finance operations that are slow or difficult to scale.

What it includes

  • QuickBooks Online implementation
  • Process automation
  • Internal control improvements
  • Operational standardization

Best fit for

Growing companies that can no longer support finance operations through spreadsheets and informal controls.

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05

Tax Structuring

Support to organize tax exposure and structure the business with stronger financial and tax judgment.

What it solves

It addresses unnecessary tax exposure, weak tax planning and inefficient business structures.

What it includes

  • Tax planning
  • Tax optimization
  • Business structuring review

Best fit for

Companies that need to revisit how they are structured and how they make decisions with tax impact.

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06

Corporate Strategic Advisory

Financial support for growth initiatives, expansion and corporate decisions that require deeper analysis.

What it solves

It addresses weak structure for growth, evaluating opportunities and presenting the business with more rigor before third parties.

What it includes

  • Expansion strategy
  • Financial models
  • Capital raise support
  • Business strategy review

Best fit for

Companies entering a growth stage or needing a stronger financial narrative before partners, banks or investors.

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NEXT STEP

Request a free 30-minute financial diagnostic.

In one focused call, we can identify whether the gap is accounting, controllership, finance leadership or automation.

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ESCRENUSA