Controllership & CFO


Our controllership and CFO services are the perfect fit for small- and medium-size businesses that are not yet ready to hire a full-time controller or CFO. We are able to handle whatever changes take place within companies and can serve our clients both on-site and remotely, enabling our clients to tap into our expertise when and how they need it most.


In our roles as controllers or CFOs, we perform high-level, hands-on financial duties without the fixed cost of a full-time employee. By strengthening the client’s financial management, the client is free to focus on growing the businesses. Our wide range of services include cash flow management, budgeting and forecasting, analysis of revenues and profitability, banking relationships, general ledger review and adjustments, year-end closing, collaboration with external auditors, and financial statements preparation.


In addition, we design efficient accounting systems that record transactions and produce financial statements. We enhance reporting systems to provide robust business data for making smart decisions. We reduce risk of fraud by improving internal controls. We produce budgets, cash flow projections, and multi-scenario plans to help clients prepare for uncertain futures.


We also provide our clients with full-charge bookkeeping services. For many businesses, it’s more efficient to outsource their entire bookkeeping function than to staff it internally. As full-charge bookkeepers, we manage all aspects of their accounts receivables, accounts payables, and payroll. This includes preparation of 1099s, W-2s, sales and use tax returns, and payroll tax returns. We prepare invoices and statements, pay invoices, resolve customer and vendor issues, and reconcile accounts. We are skilled in the accounting software preferred by most industry sectors.