Controller/Virtual CFO Services

Not all companies have an in-house CFO, so the bulk of the duties fall to the owner/operator. Outsourcing these duties not only saves the company the salary of a CFO, but relieves the burden of analytics from the owner/operator so that owner/operator can focus on the business of running the business.

Assessments

Goal Setting & Benchmarking
Internal Controls
Chart of Accounts
Accounting System
Troubleshooting

Reporting & Analysis

Cost Analysis
Budgeting
Cash Flow Analysis
Forecasting
Financial Health
Financial Reporting

When firms need strong accounting and financial support, but don’t have those tasks departmentalized, an outsourced solution might be the answer. Both time-saving and money saving, outsourcing day-to-day bookkeeping duties and establishing a virtual accounting department is an option that is forward thinking and incredibly efficient.

Bookkeeping
Catch-up, Clean-up & Ongoing Services
Course Correction
Set-up or Retune
Re-Engineer
Planning
Accounting & Planning
CFO
Controller
Treasury
Process
Conversion to Paperless Accounting Department
Technology Assessment, Upgrade & Integration

After-the-Fact Bookkeeping Services

Collection of financial data
Start-up and/or Catch-up service
Booking of all business transactions from bank statements, credit card statements and other expenditures and/or revenues
Booking of all earnings - cash basis
Provide financial reports (i.e. financial statements) on regular intervals

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