Our part-time controller services provide your small business with on-demand access to C-Suite level finance professionals without the full-time cost. Whether you’re in a growth phase or managing complex decisions, we partner with business owners to improve clarity and control. By offering quality, timely reporting and insightful dashboards, we simplify decision-making and become the financial guardians of your business. We offer strategic recommendations, helping guide long-term planning, equipment purchases, and product or service expansion.
If you currently work with a bookkeeper or in-house accounting staff and want their work reviewed before tax season, our part-time controller services are the ideal solution. One of our biggest value-adds is translating complex accounting data into plain English. We ensure your financial reports are not only accurate but also understandable, giving you the clarity you need to move forward confidently.
If you use our bookkeeping service or have in-house staff managing daily financial tasks, part-time controller services act as the next level of oversight. We focus on delivering high-quality reporting to support real-time, informed business decisions.
We issue the standard financial statements (Balance Sheet, AR Aging, AP Aging, Income Statement, Statement of Cash Flows) and can design custom reporting to meet your needs. From this step alone you will have improved decision making capabilities and better understand the financial side of your business.
Knowing how much cash you have and where and when you will have to spend it is vital to running any business. We can complete a cash analysis to answer these questions and give you options for accessing additional funds.
Our cash flow projections begin with a historical look back to understand where your cash has previously gone. We then prepare projections from the very short term to the long term and design a strategy to meet the identified needs.
If there are hurdles discoved in your cash management policies we can help you fix them whether that means gaining access to a line of credit or redeveloping receivable collection policies. If you have cash on hand, we can help with options for making the most use of it.
Growth begins with a plan. Our part-time controller services support you in building that plan, from budgeting and capital purchases to new product and service rollouts. We provide profitability and trend analysis at the company, product line, or job level to determine what’s working—and what’s not.
Once a plan is set we monitor it and have regular meetings with you to ensure the business stays on track and adjustments are made as needed. If your plan requires financing or additional insurance we will liaise between you and other professionals including bankers, attorneys, vendors and insurance agents.
Custom designed procedures and policies combined with an accounting department manual work great at both lessening the likelihood of embezzlement and ensuring staff follow best practices. We can help develop policies from scratch or observe what you currently have in place and make suggestions for improvement. Along the way we establish strong internal controls and segregation of duties to help safeguard your profits.
Once agreed upon procedures are developed we are happy to help with ongoing training and managing your accounting staff.