We offer Controller level services, tailored to fit your business needs.

Long-term profitability is virtually impossible without expert financial management and oversight, yet hiring an internal financial controller is often cost prohibitive. Outsourcing the higher level accounting functions is a practical solution that can be scaled to meet your budgetary constraints, allowing you to leverage expert financial controller services when needed.

Our professional financial controllers are all Certified QuickBooks ProAdvisors with years of bookkeeping and accounting management experience, backed by a strong understanding of profit drivers and key performance indicators.

We can work with your internal management and accounting team, providing you with expert financial oversight, management and guidance to ensure the integrity of your books and safeguard your company from fraud, as well as prepare, forecast and analyze operating budgets. Our controllers are also available to act as a liaison with your other advisors, including your CPA, bankers, lawyers and other business professionals.

Financial controller services are tailored to fit the individual needs of each of our clients on a project or ongoing basis and can include the following:

  • Develop and implement short and long-term financial strategies and tactics in alignment with your business plan.
  • Develop and monitor policies to ensure sufficient cash flow, reduced operating costs, and increased revenues.
  • Forecast, monitor performance, and prepare analytic information and management reports for effective decision-making.
  • Prepare and review financial statements and reports and all documentation required to meet reporting deadlines.
  • Manage and develop clear and precise financial records, and analyze financial statements.
  • Establish internal controls and oversee your accounting staff’s bookkeeping duties.
  • Perform or oversee monthly close and quarterly closing responsibilities including system closing, journal entry preparation and inventory account reconciliation.
  • Serve as primary liaison to outside CPA firm for assurance and income tax preparation services