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Beyond Bookkeeping: Controller Services

There are times when your small business needs more accounting and financial advice than you can get from your bookkeeper or a tax preparer. That's when controller-level services can come in handy.

You can't afford to hire a full-time controller, but luckily you can still get the high quality accounting services you need to help your company grow. A small business earning $1 million in annual revenues is ready for controller-level services. This includes bookkeeping which is either outsourced or done in-house by full-time or part-time employees or contractors. An oversight function is included where an accounting manager reviews the monthly work and discusses financial reports with the owner. We help companies with:

  • Budgeting and forecasting

  • Cash flow projections

  • Loan package creation

  • Insights into where you can reduce expenses, increase revenues, decrease risk, and/or benefit from financial opportunities

  • Systems and workflow improvement

  • Chart of accounts optimization

  • Accounts receivable support and analysis

  • Inventory setup, reporting, and analysis

  • Job costing setup, reporting, and analysis

  • Internal control review to reduce the risk of fraud and other management risks

  • Advisory services such as profit margin or revenue analyses and forecasting

  • Key performance metrics selection, setup, and review

  • Financial training to elevate skill sets of employees and owners

  • Financial report review and guidance

  • Sounding board for your business ideas

  • Audit assistance and coordination with an external accounting firm

  • Hiring or supervising accounting staff

Many of these advisory services will not be needed every month. A great accounting team will be proactive and suggest services that will have a positive impact on your profitability. Our goal is to become a true partner for your business by providing you with the right mix of accounting services for you and your business.

Complimentary Consultation
If you need help setting up tracking for spending the loan proceeds, or if you need assistance completing the forgiveness application, we can help. Just reach out to us ​at 484-507-6585 or anytime.

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