Onsite Vs. Virtual Services – Which Is Right For You?

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Business owners think that if they outsource their accounting functions, that they need to conform to a single business model. At Core, we offer a custom solution to each client including Onsite, Virtual or a combination of both.


Onsite services hold many benefits and is the right choice for clients who prefer face to face contact with their accounting team. Our team works side-by-side with your employees to offer a seamless solution. Any help or support you need is readily available and financial performance can be discussed in person. We will work with you to establish the level of service to provide and the frequency of our visits.


As technology progresses, virtual services grow in popularity. Virtual services do everything that Onsite services can do – just remotely. With virtual services, you don’t have to worry about having a dedicated work space, computer and office equipment to use. With virtual services, you get all the benefits of having a dedicated team looking after your business with greater flexibility, ease and less costs. Also, your accounting activity is updated in real time.

Onsite and Virtual  

Can’t decide? Do you want the benefits of both? No problem! We offer a custom solution for each client. Some clients want the benefits of having a virtual service while leveraging the benefits of having the Controller/CFO and consulting functions being performed onsite. This is a great way of having the best of both.

When deciding which option is best for you and your business, ask yourself these questions:

  • How many hours do you need your bookkeeper, accountant, or controller/CFO to work each week?
  • Do you prefer communication by telephone, through emails or discussing financial matters in person?
  • Do you have the time to meet with a bookkeeper, accountant or controller/CFO on a weekly or monthly basis?
  • Do you have the technological capabilities for virtual services?