Our proactive Outsourced Controller Services tier into more strategic cash flow management and dynamic forecasting than our basic accounting services.
We work with you to help guide your business to success. We also provide you with experienced support for audit & tax prep and strategic planning.
We make sure to keep your accounting and finance information readily available for your review and for reporting purposes to banks and directors/board meetings. Our controller services grow with your business. You can include Bookkeeping Services or CFO services into your existing Controller services quickly and easily to get the insight and answers you need! This is a great tier for companies that don’t want to absorb the fully-loaded costs of a full-time Controller.
Our Outsourced Controller Services Include:
Budgeting for Company
Budget preparation and tracking is an important piece of accounting to make sure you are on track for the year. Reviewing budgets monthly help you know how to make adjustments and review the updates in the monthly controller meetings.
Month End Close
Following a series of steps, your Controller will review, record and reconcile your account information to keep your accounting data organized and oversee your work from the bookkeeper.
Financial Statement Preparation
At the end of the month and when needed, Outsourced Controllers complete financial statements for creditors, lenders, investors and you internal team. These statements are used to evaluate the performance and cash flows of your organization. These can include the balance sheet, income statements, cash flow statements, and statements of shareholders’ equity.
Cash Flow Management and Forecast
The outsourced controller is in charge of creating the cash flow statement and working with the CFO to accurately forecast and model your cash flow.
Industry Comparisons
Having good KPIs and maintaining industry dominance starts with a knowledgeable Controller in your industry. Through industry comparisons, your outsourced controller will review your practices to ensure your KPIs and financials are consistent with your industry.
Key Performance Indicators (KPIs)
After industry comparisons, outsourced controllers with knowledge about your industry are easily able to develop key performance indicators or KPIs for your organization. The review of these KPIs monthly or quarterly allow you to pivot and make changes based on meeting your KPIs for the year.
Tax & Audit Support
Throughout the year, regularly meetings with the CPA are important to develop a tax strategy. The controller supports these efforts with regular tax and audit support throughout the year.
Customize Your Outsourced Controller Services to Fit Your Needs.
Remote or Onsite Controller
Whether onsite or virtual, our controllers are providing accounting assistance so you have access to up-to-date information regularly. No need to worry about the type of accounting software, we can work with both desktop and cloud-based accounting systems.
Unlimited Online Support by Phone & Email
Have a question? Meeting with your managers or directors? Need financial statement updates? With our contoller services, you receive unlimited online support via phone and email.
Scheduled Monthly Meetings
Regular updates between your controller and management teams are a must. Stay on track with your finances with monthly meetings with your outsourced controller.