This is a wholistic service ushering the company with a team which includes the CFO, Senior Accountant and Tax Specialist to guide the financial strategy of the business. We join or you create a weekly leadership council meeting to discuss what is going on in the business. The primary purpose of our participation in this meeting is for us to listen and provide financial insight when needed. During that meeting, we would present the company’s current cash position as well as update you on any project or topics that we are working on. We will also review and discuss the policies…

As part of this service, you will be assigned an entire team. Your team will consist of a controller, a senior accountant, and a tax specialist. Your primary contact that will be leading analysis and planning will be the controller. The controller’s role is to listen, share, and be a part of the major decisions of the company (especially those that deal with finances). The controller provides the financial statements, any job costing analysis, and a limited-scope forecast. Generally, there are at least two required meetings per month with leadership. The first meeting is dedicated to covering forecast updates/changes. The second…

The Transactional Service is the closest to what you would get with other CPA Firms — meeting once per month, financial statement preparation, bookkeeping functions, and tax returns if you want to add this a-la-carte service. The Transactional Service is closer to the traditional CPA service offering: Financial Statements, meeting once a month. The focus is more reactive with no forecasts or KPI’s.

The CFO is all encompassing. From accounting to financial relationships with third parties the CFO is a leader in the company’s strategic growth; coordinating the team to meet the requirements of the overall strategic plan. A Controller is not as wholistic and “works with” the current leadership team rather than leading it.