Controllership / CFO services: As your business grows, its accounting and financial needs grow and stakeholders require additional information however the expense of meeting these needs can be significant. To meet this need, we provide Controller / CFO services to our clients on a part-time basis.
Reporting: We assist our clients in developing internal reporting to provide Owners and Managers valuable insight into the operation data on a timely basis. As a business grows, we assist our clients with obtaining higher quality data and reporting due to the needs of banks, potential acquirers, estate planning and other stakeholders.
Internal Controls: We assist our clients in developing internal processes to improve the efficiency and effectiveness of maintaining their corporate records. As a business grows this area becomes more important due to the need to bring in additional personnel, the owner can no longer review each transaction and provide hands-on control to safeguard assets.
QuickBooks ProAdvisor: Our staff maintains current ProAdvisor certifications to assist our clients with QuickBooks Products and this training provides us with the knowledge to setup QuickBooks products to provide the accounting and management data to run a successful business.
Bookkeeping: We provide support for daily bookkeeping questions, cleaning up accounting records, and/or full-charge monthly bookkeeping services. We can assist with bank/account reconciliations, inventory management, job cost systems and payroll issues.