- Need Professional Bookkeeper?
A controller is a company's lead accountant, and is responsible for maintaining accurate books and records and for running the day-to-day activities of the accounting department. A CFO is the top financial executive in a firm, responsible for its overall financial strategy. A CFO’s purview covers overall market conditions, competitive analysis and the company’s equity structure. The CFO leads all financial areas, including the historical accounting processes managed by the financial controller, and prospective financial activities, such as budgeting, forecasting, cash flow, mergers and investments.
We work with a variety of industries, and our staff has experience in non-profit accounting, higher education, auto industry, repackaging and manufacturing, and distributors. With our diverse knowledge of different industries and their needs, we are able to optimize our services to fit your needs.
Yes, we can help establish a solid foundation for your new business. Whether you’re in the planning stages, need advice on getting started, or just want to brainstorm ideas, we are here to assist.Set up a complimentary session to determine your current needs, and setup a framework for future needs as your business grows.
While CPA firms can offer bookkeeping and controller services, the vast majority of them are focused on audit and assurance services, tax preparation and planing. The period of time examined for these services is the past year, and only at the level needed to satisfy the IRS and other reporting bodies. Our focus is current data and processes, and forward focused strategy. Audit preparation represents only a fraction of the services we offer at a fraction of the cost of a traditional CPA firm. The rest of our payroll and financial services are designed to incorporate industry knowledge and a deep understanding of your business to make the biggest impact on your customers and your future.
Determining the type of financial services your business needs involves assessing your current situation, understanding your goals, and identifying gaps in your financial management. Schedule a complimentary 1 hour virtual session and we will help you identify business’s current needs.
Fractional services refer to hiring professionals on a part-time or as-needed basis rather than having them on staff full-time. This model allows you and your business to access high-level expertise without committing to the cost and commitment of a full-time employee. The fractional services we offer include bookkeeping, controler and CFO services.
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