Optimized Operations & Reporting for Financial Growth.

Overview

    Businesses looking for improved department efficiency, team oversight, and timely reporting, working with a fractional controller provides your company with insight and tools for financial growth. Your business can enjoy increased efficiency, and management with the support of a controller on a full-time or fractional basis.

Services

    Improve your business’ day-to-day accounting functions, budget sheet creation, income statements, and variance analysis.

      Services include, but are not limited to:

      • Monthly financial analysis and reporting
      • Standard operating procedures (SOP) best practices
      • Regulatory compliance and audit preparation
      • Analysis of department efficiency and performance
      • Department management and mentoring

Partnership Details

Account Management

To protect you, we:

  • Monitor your open bank, credit card, and investment accounts, providing account recommendations along the way
  • Verify that you have full access to all accounts opened in your name
  • Establish strong password protection across accounts

Bill Payments

To help maintain your financial health, we:

  • Develop a workflow that integrates your bank accounts, Quickbooks, Bill.com, ACH and other services to ensure bill payments are processed on time, every time
  • Approvals can be built into the bill payment process, as desired

Payroll

Full service payroll management including

  • Processing employee paychecks
  • Paying all state and federal taxes
  • Filing corresponding tax returns

Reconciliations

Each month, we:

  • Verify transactions are recorded in the correct accounts and have cleared the account
  • Identify any items which may require further research

Budgeting & Cost Analysis

To gain a more accurate understanding of your financial situation, we collaborate with you to:

  • Develop budgets & goals
  • Establish cost & revenue assumptions
  • Provide historical year-over-year trend analysis
  • Identify potential savings opportunities
  • Look for any questionable activities

Analytics & Reporting

We provide monthly financial statements and cash flow management information which includes:

  • A personalized model reflecting the month’s final numbers compared to budget expectations
  • Progress made against your cash balance goals
  • Income and expense analysis and insights

Additionally, we provide Executive-Level Financials & KPI Summaries which reveal where you are and where you’re heading.

Reporting can be made available to better fit your needs, whether it be by hard-copy, email, or online access at your convenience.

Foundations

We help with individually owned and operated foundations in the areas of:

  • Accounting
  • Financial Analysis
  • Administrative Support
  • CPA Coordination for Tax Planning & Advice

Insurance

Insurance needs vary wildly depending on your circumstances.  To optimize your coverage, we:

  • Identify all current insurance policies held in your name
  • Identify the scope and coverage of these policies
  • Examine areas of potential exposure
  • Make recommendations based on these findings

Systems

  • Automated bill payments with client approval system
  • Centralized document management and cloud storage
  • Encrypted password management
  • Dedicated mail service management
  • Consolidated dashboard reporting
  • Secure, cloud-based analytics reporting

Let’s discuss your financial goals!