[vc_row foundry_padding=”pt64 pb64″][vc_column width=”6/12″][vc_column_text]Most businesses get by with basic accounting and bookkeeping without performing high level analysis or planning. Owners spend most of their time working in the business instead of on the business.
We work closely with businesses to help them make smarter and more informed business decisions. We provide outsourced Controller and CFO services as keystone services for helping businesses become more proactive and visionary in running their companies.
Here’s what we do differently:
Proactive Services
We meet regularly with you to not only review the services we’re performing, but to bring you ideas and suggestions that will help you run your business better. This includes weekly or monthly forecasting, planning strategies and more.
Comprehensive Perspective
As CPAs and accountants, we aren’t just looking to do your books. We’ll also look at how your accounting fits into your tax scenario and overall financial strategy. Benchmarking, software, tax and more.
Well-Balanced Approach
This minimizes the possibility for corrections and changes come tax time. We also offer real-time dashboards that you can easily utilize.[/vc_column_text][/vc_column][vc_column width=”1/12″][/vc_column][vc_column width=”5/12″][vc_row_inner el_class=”form-callout” css=”.vc_custom_1464895917870{padding-top: 25px !important;padding-right: 25px !important;padding-bottom: 25px !important;padding-left: 25px !important;}”][vc_column_inner][vc_column_text]
Request a consultation with one of our Business Management advisors:
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Business Management Plans – Which One is Best For You?
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Consider Outsourced Services
[/vc_column_text][/vc_column][/vc_row][vc_row foundry_padding=”pt0″][vc_column width=”1/4″][foundry_pricing_table amount=”Beginner” button_text=”Request a Consultation” layout=”boxed” small=”Just the essentials:” button_url=”#consult”]
[simple_tooltip content=’Specifically assigned 1-2 staff members for phone calls and other assistance.’]Assigned team members[/simple_tooltip]
Cloud accounting software subscription
Conversion/software transition
[simple_tooltip content=’Technical software assistance with troubleshooting or questions.’]Software support[/simple_tooltip]
Online banking integration
[/foundry_pricing_table][/vc_column][vc_column width=”1/4″][foundry_pricing_table amount=”Accounting” button_text=”Request a Consultation” layout=”emphasis” small=”Everything in Beginner, plus:” button_url=”#consult”]Sales and use tax returns
[simple_tooltip content=’Entity balance sheet, income statement and other reporting to track the business bottom line. This includes tracking for multiple locations if applicable.’]Monthly reporting[/simple_tooltip]
Software support
Quarterly bank and credit card reconciliations
Quarterly business planning strategies[/foundry_pricing_table][/vc_column][vc_column width=”1/4″][foundry_pricing_table amount=”Controller” button_text=”Request a Consultation” layout=”emphasis” small=”Everything in Accounting, plus:” button_url=”#consult”]Monthly real-time transactional processing
Monthly bank and credit card reconciliations
[simple_tooltip content=’Discuss how the business is achieving the desired goals of the company and assist with strategies on the business reaching those goals.’]Monthly business planning strategies[/simple_tooltip]
[simple_tooltip content=’Assist with future cash flow needs for the business by projecting future revenues and expenses. The forecast is used for short-term operational considerations, whereas the budget is used to compare actual results from expected performance.’]Monthly budgeting and forecasting[/simple_tooltip][/foundry_pricing_table][/vc_column][vc_column width=”1/4″][foundry_pricing_table amount=”CFO” button_text=”Request a Consultation” layout=”emphasis” small=”Everything in Controller, plus:” button_url=”#consult”][simple_tooltip content=’Assist with future cash flow needs for the business by projecting future revenues and expenses. The forecast is used for short-term operational considerations, whereas the budget is used to compare actual results from expected performance.’]Weekly budgeting and forecasting[/simple_tooltip]
[simple_tooltip content=’Providing at-a-glance views of Key Performance Indicators relevant to your business objectives.’]Monthly dashboard
analysis[/simple_tooltip]
Quarterly benchmarking
Accounts payable service
Bill.com subscription[/foundry_pricing_table][/vc_column][/vc_row]
