CONCIERGE-STYLE

Controller services shouldn't be just for businesses or business owners - at least not as far as our CEO is concerned.   So, she decided to take it a step further.  If you could benefit from an independent extra set of eyes on your finances, we got you.  Keep reading.  

 

This is a completely individualized package that will be tailor made to fit YOU and YOUR BUDGET. You work hard to provide for yourself and your family.  We respect that.  This plan gives you your own dedicated advisor. One you can reach out to directly, on your time.  We're here to offer you peace of mind that comes from knowing someone is there for you and truly has your back. 

 

There’s a quote that says, “take care of the pennies and the dollars will take care of themselves”.  We are the consummate penny watchers.  As seasoned Controllers, our advisors have several years of experience in cash management.  That can include activities like:

• Daily cash balancing and reporting

• Bank and credit card account reconciliations

• Recommending control procedures that will prevent unnecessary or unintended access, impose limits on access and minimize loss from unauthorized activities.  

• Perform detailed comparison and analysis of the cash that should be coming in and going out to the cash that's actually coming in and going out.  We can also keep an eye out for unusual or irregular transactions and alert you IN REAL TIME.   

• Develop a system to help you stay on top of your bills.  Reminders for what's currently due, coming due and past due and the cash needed to pay them.      

 

Rest assured:  our services are strictly confidential.  Communication will be one-on-one and only between you and your advisor.  

Want to learn more?  Click below for a no-obligation one-on-one consultation with an advisor.  

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