Primis BPO

Industries We Serve

Finance & Accounting (F&A)

At Primis BPO, we provide end-to-end Finance & Accounting (F&A) outsourcing support to CPA firms and businesses across industries. Our solutions are designed to help you reduce costs, stay compliant, and gain real-time visibility into your financial performance—so you can focus on growing your business while we handle the numbers.

With our skilled team and technology-enabled processes, we ensure accuracy, timeliness, and confidentiality at every step. From routine bookkeeping tasks to complex reconciliations, we deliver the financial clarity and control your organization needs to make better business decisions.

Finance & Accounting (F&A) Services

General Ledger Maintenance

Recording daily journal entries.
Maintaining and updating the chart of accounts.
Supporting month-end and year-end closing activities.
Preparing schedules for balance sheet accounts.

Accounts Payable & Receivable Processing

Entering vendor bills and processing payments.
Matching invoices with purchase orders.
Preparing and sending customer invoices.
Following up on overdue receivables.
Reconciling vendor and customer accounts.

Expense Categorization & Management

Classifying expenses under the correct account heads.
Processing employee reimbursement claims.
Tracking recurring expenses and subscriptions.
Preparing travel and office expense reports.
Ensuring expenses comply with company policies.

Payroll Processing Support

Collecting and validating timesheets and attendance data.
Calculating salaries, bonuses, and deductions.
Preparing payroll registers and reports.
Assisting with payroll reconciliations.
Supporting compliance for payroll tax reporting.

Reconciliations for Audits

Performing bank and credit card reconciliations.
Reconciling accounts payable and receivable ledgers.
Verifying fixed asset records.
Matching payroll-related accounts.
Preparing schedules and working papers for auditors.

Financial Reporting

Preparing monthly and quarterly financial statements.
Creating management reports and summaries.
Conducting budget vs. actual analysis.
Preparing basic cash flow reports.
Consolidating reports for multi-entity organizations.

QuickBooks / Xero / NetSuite Support & Migration

Setting up new company accounts in accounting software.
Migrating historical data to updated platforms.
Managing day-to-day bookkeeping within software.
Troubleshooting accounting software issues.
Providing basic user training and support.

Document Digitization & Data Entry

Scanning and organizing physical documents.
Entering financial data from invoices, receipts, and statements.
Using digital tools for faster data processing.
Storing documents in secure digital formats.
Performing accuracy checks on entered data.