Providing Controller and CFO Services
Most small businesses can benefit from experienced financial insights to more effectively deploy capital, control expenses and drive profitability.
Controller
As your Controller, we oversee the day-to-day bookkeeping to ensure all income and expenses are properly recorded. We will work with your payroll service provider to coordinate payroll and to ensure all local, state and Federal forms are accurately completed and submitted on a timely basis. We also develop budgets, establish internal controls and work with your CPA to minimize your tax exposure.
Importantly, we will translate your financial statements so you can clearly understand the economics of your business apart from tax reporting standards. Our objective is to help you understand how each service you provide contributes to your overall profitability, and to empower you to make business decisions based upon accurate financial information.
Chief Financial Officer
As your CFO, we are responsible for mitigating your company's financial risk. In the early stages, we focus on cash flow management, employee compensation, benefits management and financial reporting. In later stages, we help guide and expand the business via strategic planning services--creating one, three and five year financial plans. We also assume the responsibility for financing while cultivating and maintaining banking relationships.