Financial Controller Services

Cloud-based Financial Controller

As a busy professional, you have enough on your plate. You don’t have to spend your evenings preparing cash flow statements and balance sheets, or budget versus actual reports. You don’t need to get into the weeds at tax time, or bogged down with outside auditors’ requests for schedules and documentation. Maybe your financial processes aren’t as efficient as they could be, but you don’t have time to research how to improve them or even know where to begin.

You are in luck, because this is what we excel at: helping you with your financial controller needs. Let us assist you.

Our virtual financial controller services include:

  • Preparing financial statements (balance sheets, cash flow reports, and profit and loss statements) and discussing results
  • Creating internal management reports
  • Calculating and accounting for departmental cost allocations
  • Preparing budgets and monitoring budgeted versus actual results
  • Analyzing internal controls and processes, and recommending improvements
  • Evaluating, recommending and facilitating implementation of financial software and apps
  • Collaborating with tax accountants for annual and quarterly tax preparation and planning
  • Providing retirement plan administrators with information required for plan compliance
  • Liaising with external auditors to provide required information and facilitate audit progress