CONTROLLER'S TOUCH

There's just not enough hours in the day for you to oversee everything.  Maybe you're keeping the books.  Maybe you have a bookkeeper.  But, you'd like to have someone perform higher level tasks.  Sounds like you're ready for a Controller's Touch. 

 

Your Controller will work as an extension of your team.  Sample areas of assistance are:

• Periodically reviewing the books, oversee the work of on-site back office staff and offer suggestions

• Performing in depth, to-the-penny account reconciliations and expense tracking

• Preparing or analyzing budget vs actual reports with variance analysis. 

• Developing or reviewing internal controls or processes and procedures

• Providing daily, weekly or monthly cash management and reporting upcoming shortages before they happen     

 

As a small business client on this plan, you'll have the best of both worlds:  the comfort of a Controller that has your back without the payroll burden and responsibility of a full time staff person. Your advisor will take the time to gain valuable insights into your business and provide accurate, useful data about your business' finances.  

 

The plan will be customized to fit your needs, budget and schedule.  We offer remote services, as well as on-site with flexible weekly, monthly or quarterly meetings, unlimited emails/texts/chats and calls.  Your advisor WILL be available.      

Let us help you get it done right - the first time. 

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