Our Controller, CFO & Client Accounting Services are designed for privately held organizations, non-profits and other entities that are in growth mode or that need higher-level accounting functions, but don’t necessarily need a full-time controller or CFO on staff. We will provide you with timely, reliable financial information to make critical, informed decisions for your business.   Through our Controller Services, we offer management of outsourced finance and accounting activities, as well as other back-office support. We can also deliver pivot-worthy analysis and augmented planning sessions through our outsourced virtual CFO program whenever you need it. 

Controller Services 

As CPAs with many years of experience, our controllers can oversee the work of your accountants and bookkeepers to whatever level you need.  Services we provide include: 
  • Cash flow management 
  • Accounting documentation & process improvements 
  • Job costing 
  • Key metric benchmarking 
  • Reporting and supervision of month-end closings procedures 

CFO & Client Accounting Services 

Our CFOs are CPAs with CFO-level backgrounds to help you with weightier decisions. By using your accounting information and incorporating results from across the organization, they will be by your side as you make short-and long-term plans for the entire company.   O&S outsourced CFOs guide management, board members, and other stakeholders by bringing industry-specific expertise and fresh, outside market intelligence to the decision-making table. We can guide your company through: 

General Ledger – General Accounting System

  • Input or work with client staff to ensure transactions are entered into the accounting software
  • Prepare monthly financial statements for use by management and the board
  • Prepare a financial dashboard for use by management in analyzing financial data
  • Prepare any financial reports or statements as requested by the board or management
  • Maintain accounts receivable and accounts payable schedules

 Tax Forms/Filings

  • Prepare federal and state income tax forms
  • Prepare 1099 and 1096 filings
  • Prepare sales tax filings and any other tax filings as necessary


  • Review payroll and assist with processing


  • Prepare annual budget in collaboration with management and the board
  • Include budget data in monthly financial dashboard

Assistance With Annual Audit

  • Preparation of work papers for auditors
  • Interface with auditors
  • Correction of audit findings


  • Profitability and process improvement
  • Cash flow forecasting
  • Comprehensive business planning
  • Improve internal controls for purposes of security and efficiency
  • Staff assessment analysis
  • Create interface with Shopify, Amazon, PayPal and other third party software
  • Attend management or board meetings as necessary
  • Business valuation


  • Assist with grant applications
  • Grant management and tracking
  • Assist with government and grant billing
At O&S CPAs & Business Advisors, we offer you the flexibility to choose which services you need, and how you would like to work with us. We are always ready to help, so you get the support you deserve.