Controller Services

We bring immediately available expertise to management teams not yet ready for the expense of a full-time controller.

When you outgrow your current accounting staff, but aren't ready for the expense of a full-time controller, our controller-on-call services can fill the bill on an as-needed hourly basis.

We learn your key accounting policies, principles, and procedures, as well as your record keeping and data maintenance methods. If changes are needed, especially any that pertain to safeguarding your assets, strengthening internal controls, or making your current staff more efficient, we discuss recommendations with you, and assist with their implementation as directed by you.

We can show you how to keep more of the money your company earns. There is no charge for an initial consultation! Contact us for more information.

Examples of bundled controllership services: 

Financial Statements
We can prepare financial statements for management from existing accounting data. We can do trend analysis, perform specific account analysis, and compare budgets to actual results. We can also review the assumptions used in expense accruals, revenue recognition, and tax calculations, and perform other procedures as needed to ensure that reporting requirements are met.

Taxes
We go beyond tax compliance work to help you coordinate and implement your tax-planning strategies. We also interface with your pension plan provider to ensure the best possible tax and benefit outcome for your employees and your company.

Special Projects
Special company projects - cash management, tax issues, personnel procedures, review of insurance coverage, computer hardware and software installation, training of accounting personnel, financing arrangements, liaison with vendors and customers or other professionals, and development of operating budgets and forecasts - are all areas where we can help enhance your company's profit.

Menu of Services

  • Accounting
  • Taxes
  • Special Projects
  • Financial Statement Design, Preparation, and  Analysis - Comparative, Trend, Percentage, Common Size
  • Forecasting
  • Chart of Accounts Design
  • Transaction Analysis and Recording
  • Review and Analysis of Accounts Receivable and Payable
  • Analysis of Notes Payable and Related Amortization Schedules
  • Preparation of Loan Applications and Working with Bankers
  • Design and Implementation of Accounting Procedures
  • Accounting Software selection, implementation, and support
  • Accounting Personnel selection and training
  • Supervision of Accounting Department Staff
  • Cost Analyses and Cash Forecasting
  • Budget, Profit, and Business Plans
  • Review of Insurance Coverage
  • Capital Equipment Analysis
  • Valuations
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