CFO and Controllership Services 

A COST-EFFECTIVE SOLUTION FOR YOUR BUSINESS
Many small and mid-sized businesses and non-profit organizations either can’t afford or don’t require a full-time financial professional to handle the myriad of accounting and financial management tasks within their organizations. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them all together), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

The role of Controller and CFO (Chief Financial Officer) is crucial to every business no matter what size. Whether you’re a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise--and experience--you need.

Experienced, knowledgeable and trustworthy

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success.

You’ll also have a better understanding of the financial side of your business based on facts.
Our CFO and controllership services include:
  • Strategic planning
  • Financial reporting and controls
  • Financial forecasting and budgeting
  • Assistance with banking and capital structure
  • Cash flow management
  • Staff development

Specific Controller Services Tasks

  • Accounting department management
  • Reporting and oversight of month-end closings
  • Accounts payable and receivable
  • Tax compliance (sales use and payroll taxes)
  • Profitability enhancement
  • Payroll management
  • Tax and financial planning
  • Forecasts and projections
  • Audit preparation and advisory service
  • Third party accounting software selection and implementation
  • Set up an accounting system and controls
  • Accounting policies and procedures
  • An on-site presence when you need us
  • More efficient day-to-day operation of your business
  • Access to a wide range of industry knowledge
  • Individualized, personal service
  • Qualified, experienced financial professionals

Questions/Problems for Owners & Executives

Do you have these problems?
  • Inaccurate financial statements
  • Unreconciled bank and other accounts
  • Don't have budgets and forecasts
  • Cash flow problems
  • Outdated or no systems and procedures and controls
  • Inadequate/inexperienced accounting dept. staff
  • No accounting department supervision
Do you need help with these issues?
  • General ledger clean-up and closings
  • ​Routine data entry and bookkeeping
  • Account analysis and reconciliation
  • Reconstruction of books and records
  • Budgeting, forecasting, and planning​
  • System enhancements
  • Staff oversight, assessment, training
  • Banker/investor communications​​
Do you want to improve these areas?
  • Significantly improved financial information
  • A financial roadmap for your company
  • ​Higher profits and cash flow
  • ​​Stronger controls and procedures
  • Regulatory/Tax Compliance 
  • Better relationships with third parties
  • Effective and efficient operational processes
  • A CFO/Controller at an affordable price