Part-time CFO / Controller

Small and medium size businesses often reach a point where they need consistent professional financial advice, but can’t afford a full-time CFO or controller.

If you’re in this position then we have the right solution for you. Our Part-Time CFO / Controller service gives you a professional financial manager who works with you to help guide your business to further success at an affordable cost.

Here’s what you get with our Part-Time CFO / Controller services.

Financial Comprehension

  • Better understanding of the financial side of your business.
  • Clearly seeing the hard and true numbers of your business.
  • Improved decision-making capabilities
  • Preparation and review of internal financial statements and periodical reports
  • Review and discuss P & L and Balance Sheet with the management
  • Analyze trends, profit by service or line of product

Better Management

  • More time to focus on new services, new customers and growing your business.
  • Manage fixed assets
  • Profitability analysis by service or product line.
  • New System implementation
  • Training and managing your accounting staff.
  • QuickBooks database conversion and management
  • Review all general ledger accounts.
  • Liaison with banks, lawyers, vendors, financial institutions, CRA, etc.

More Control

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Less surprises and more control over your money.
  • Collection policies and procedures
  • Assist with banking reconciliation
  • Detect and correct any posting errors by your bookkeeper
  • Provide cash flow projections and budgets

Future Planning

  • Budget preparation and progression monitoring.
  • Assist in defining long-term plans, budgeting and cash management
  • Hire (assist in hiring), train, oversee and manage accounting staff
  • Tax saving strategies.
  • Business Plans.
  • Cost saving strategies
  • Develop company’s accounting procedure
Services