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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.


  • 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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