Controller/ CFO Services
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Client Onboarding
Engagement Letter and Non-Disclosure
Company Information Sheet Review
Schedule Confirmation
System Access and Data Storage Options
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Systems and Environment Analysis
Software Recommendations
Staffing and Workforce Analysis
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Workflow Documentation
Company Handbook and Policies
Accounting Operating Procedures
Human Resources/ Benefits Administration
Sales and Marketing Funnel Reviews
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Process Management
Full-Cycle Accounting, Accounts Payable, Accounts Receivable, Payroll, Cash, Month/ Period Close
Staff Deliverables/ Workload Management
Operating Efficiencies and Redundancy Reviews
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Financial Statement Preparation
Company Balance Sheet with Reconciliations
Customizable Profit and Loss Statement
Statement of Cash Flows (Traditional/ Operating)
Supporting Schedules/ Analysis
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Budgeting and Forecasting
Annual Budget Preparation
Rolling 12 Week/ 24-36 Month Forecast
Variance Analysis and Tracking
Results and Summarized Reporting
Project Services
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Client Onboarding
Engagement Letter and Non-Disclosure
Company Information Sheet Review
Project Information Sheet Review
Schedule Confirmation
System Access and Data Storage Options
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Project Management
Workflow and Timeline Planning
Structured Reviews with Cadence Updates
Change Management and Scope Adjustment Procedures
Project Documentation and Signoffs
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Common Projects
New Business Accounting Setup
Software Implementations - Accounting ERP, HRIS, Plug-Ins
General Ledger Reviews and Reconciliations
Inventory & Fixed Asset Counts
Procedural Documentation
Financial Statement Package Creation
Outside or 3rd Party Temporary Accounting Support