Fractional / Part-Time / Virtual CFO

“The CFO. . .  plays a key role in a company’s overall success, especially in the long run.” – Investopedia

Small and medium size business owners are good at what they do – operating their business.  Few of them have degrees in accounting or finance and even fewer have a lot of free time.  A CFO is a strategic partner with the business owner to help provide structure to their business decisions and lay out a road map of how to drive their business where they want to go. Some examples of services that a CFO provides:

  • Forecasting
  • Assistance obtaining financing
  • Cost-benefit analysis of strategic decisions
  • Business planning
  • Risk management
  • Leadership of the accounting function

But isn’t a CFO mainly for large businesses?  Normally only larger businesses can afford to have a CFO on staff full time. However, you can gain the benefit of having an experienced CFO on your team by working to tailor the services you need without the full time cost.  Contact us today and we would love to help you and your business thrive!

Controller Services

If the CFO is the navigator, the Controller is the project manager.

A Controller supervises the high-level accounting, managerial reporting, and finance activities of a business.  Some of the services a controller can provide:

  • Oversee internal and external financial reporting
  • Prepare and maintain operating budgets
  • Variance reporting
  • Coordinate with external CPA for financial statement review / audit
  • Coordinate tax return preparation and summarize positions taken
  • Evaluate and strengthen internal control procedures
  • Risk management compliance
  • Develop accounting staff

Growing businesses often utilize bookkeeping services to provide the day to day accounting operations needed to support an operating business.  The Controller provides the next layer of services to turn that base into information needed for decision making, compliance, and tactical supervision of the accounting function.  Contact us today to see how we can bolster your team.