CONTROLLER & CFO SERVICES 2018-03-12T13:57:05+00:00

Our controllership services are designed for privately held companies who are in growth mode, that have a need for a higher level accounting staff, but don’t necessarily need a full-time controller on staff. We will provide you with timely, reliable financial information to make critical, informed decisions for your business.

Our services include income tax planning, personal financial planning, and assurance services. Our controllers are CPAs with many years of experience who oversee the work of lower level accounting staff.

Services we provide include:

  • Accounting software selection and implementation
  • Management of accounting processes
  • Budgeting, forecasting & projections
  • Cash flow management
  • Accounting documentation & process improvements
  • Job costing
  • Key metric benchmarking
  • Reporting and oversight of month-end closings
  • Compilation report services
  • Audit preparation & liaison with your audit firm
  • Creation of business plans