Beyond Bookkeeping: Controller Services

There are times when your small business needs more accounting and financial advice than you can get from a bookkeeper or a tax preparer. That’s when CFO-level and controller-level services can come in handy.

You can’t afford to hire a full time controller, but luckily you can still get the high quality accounting services you need to help your company grow. We help companies with:

• Cash flow needs such as loan packages and forecasting
• Systems and workflow improvement
• Planning and budgeting
• Internal controls to reduce the risk of fraud and theft
• Advisory services such as profit margin or revenue analyses and forecasting
• Bookkeeper selection, supervision, and training
• Sounding board for your business ideas

Complimentary Consultation

Complete our Consult Request Form to find out more or to set up your complimentary consultation. During this consultation, we will go over your unique situation, evaluate service options we can provide for you, answer questions about the services we provide, provide pricing estimates, and decide whether we are a good fit to work together. Unfortunately, we cannot answer specific tax or accounting questions without a signed engagement letter.