do for you
Controllers are responsible for preparing accurate and timely financial reports, including balance sheets, income statements, and cash flow statements.
They assist in creating budgets and financial forecasts, which are crucial for planning and managing the company’s finances.
Controllers analyze financial data to identify trends, variances, and areas for improvement, providing insights to management.
They ensure the company complies with relevant accounting standards (e.g., GAAP), tax laws, and other financial regulations.
Controllers develop and implement internal controls to protect the company’s assets and ensure the integrity of financial records.
They oversee payroll processing and ensure compliance with labor laws and tax
regulations.
Controllers monitor and manage cash flow to ensure the company has sufficient funds to meet its obligations.
They provide regular financial updates to management, keeping them informed about the company’s financial performance and key trends.
Controllers often manage a team of
accountants, providing guidance, training,
and oversight.
Why You Need
Fractional Controller
A high-level manager responsible for overseeing financial operations and ensuring accuracy in financial reporting, budgeting, and compliance with regulations.
Are you growing? Do you wonder if you are doing everything correctly? Has your CPA said, “I cannot do your taxes”? Did the bank say they could not approve a loan due to the reports you had?
Design accurate (based on the data available) reports that help you understand your business and how your current operations drive your profitability.
A detailed discussion to review all entries, reports, and final figures.
This service is normally at an hourly rate. If you are within a 45 min drive of my home office I will even come to your office (travel not billed). The normal hourly rate is $65.00 per hour. You can buy hour packages that will reduce that depending on the size of the package you purchase.
Financial Instruction & Mentoring
Tailored guidance on the specific processes the client wishes to master.
Development of detailed, step-by-step written instructions specific to the client’s workflows.
Aid and clarification as needed to ensure the client’s confidence and proficiency.
Fees are determined based on the agreed-upon scope before work begins and will remain fixed, even if items were unintentionally missed during the initial evaluation. The only exception is if the client adds new items after the project has started.
Forensic Review
◦ Accounting software and POS systems
◦ Bank records and financial processes
◦ Video recordings (if applicable)
Pinpointing discrepancies or fraudulent activity.
A thorough report outlining identified losses and providing actionable recommendations to prevent future incidents.
Fees are determined based on the agreed-upon scope before work begins and will remain fixed, even if items were unintentionally missed during the initial evaluation. The only exception is if the client adds new items after the project has started.
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Budget Creation / Monitoring
Review of Previous Year’s Activity: Analyze financial performance from the previous year (if available) to identify trends and key insights.
Assess industry standards for fixed costs, variable costs, labor expenses, and other business-specific costs to ensure accuracy and competitiveness.
Develop a customized budget tracking tool, either within existing software or as an easy-to-use spreadsheet. This tool will monitor actual spending versus the budget, support budget adjustments, and facilitate ongoing analysis throughout the year.
The budget plan includes the following meetings:
Setup: (30 min to 1.5 hours) Initial session to establish the budget framework.
(1 hour) Review the tool and processes to ensure smooth rollout.
Ongoing Reviews: Depending on client needs, follow-up meetings will be held either monthly or quarterly to assess the budget’s progress, address adjustments, and make data-driven decisions using insights from the budget tool.
Fees are determined based on the agreed-upon scope before work begins and will remain fixed, even if items were unintentionally missed during the initial evaluation. The only exception is if the client adds new items after the project has started.
System Implementations / Conversions
Assisting in choosing the right tools for your business needs, including accounting, POS, payroll, and credit card processing systems.
Evaluating and integrating all systems to ensure seamless operation and data flow.
Leveraging extensive experience to optimize the use of multiple systems for efficiency and accuracy.
Developing tailored, cost-effective Excel tools for accurate business tracking, eliminating the need for recurring software fees.
Fees are determined based on the agreed-upon scope before work begins and will remain fixed, even if items were unintentionally missed during the initial evaluation. The only exception is if the client adds new items after the project has started.
Let me know if you'd like this converted to a document, webpage, or marketing material.
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