Services

HOW CAN OPTIMIZED CFO & CONTROLLER SERVICES HELP YOU?

WE OFFER A VARIETY...

of outsourced CFO and Controller Services packages. All are custom to fit the needs of your business. We consider your existing resources, along with the goals you intend to accomplish when working to find the optimal solution for your company.

CANDIDATES FOR OUTSOURCED SERVICES...

include businesses in all industries and of all sizes. Companies may have accounting and bookkeeping staff, but would benefit from an added level of oversight, assistance, and expertise. Using outsourced services provides this additional level of service, without having to hire a full-time CFO or Controller.

LARGER COMPANIES...

with an existing CFO or Controller can also benefit from the use of outsourced services. Typically, short-term assistance is needed due to medical leave or other personnel transition.

SMALLER COMPANIES...

may not have anyone helping with the accounting entries and may benefit from having the day-to-day entries handled for them.

WE WOULD LOVE TO MEET WITH YOU!

Let's discuss your goals and needs. Together, we can determine if there is an opportunity to optimize your accounting system.

Our Services

We offer training and accounting services on a project basis or as an ongoing outsourced consultant.

Accounting

Primary Focus

Hindsight | Historical Review

Includes

Historical Commentary/Writeup
Quarterly Schedule Meetings
4 Weeks Estimated For Onboarding
Financial Statements
Bank& Credit Card Statements

Optional

Individual (owner) Tax Returns
Business Tax Returns

CFO

Primary Focus

Foresight | Future Planning

Includes

Everything From Accounting & Controller
+ Foresight Commentary/Writeup
+ Forward Budget
+ Two Monthly Schedule Meetings
+ 8 Weeks Estimated For Onboarding
+ Up To 3 Scenario Plans
+ Standard KPIS

Optional

Individual (owner) Tax Returns
Business Tax Returns

Controller

Primary Focus

Current | Near Term Planning

Includes

Everything From Accounting
+ Insight Commentary/Writeup
+ Current Budget
+ Monthly Schedule Meetings
+ 6 Weeks Estimated For Onboarding

Optional

Individual (owner) Tax Returns
Business Tax Returns

Do you need help with bookkeeping or daily transactions?

Our Business process outsourcing can help

Paying Bills
Customer Invoicing
Payroll Processing
Sales / Use Tax Filing

Learn How we can help your business move forward

Schedule a Meeting

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