We offer full Financial Controller/ CFO services. As your Virtual CFO, we alleviate the need to hire a full time, salaried position inside your company, which also saves money on benefits, office space, workstations, supplies, computer hardware & software and training.
We offer up-to-date information on financial management and tax laws. When necessary, we can offer even a larger team of experts to assist with other needs, including estimating, contract negotiations and bank financing.
General duties include:
- Process Electronic Payments Nationally
- Provide Cost Accounting and Job Cost Analysis
- Human Resource and Business Consultation
- Profit and Loss Statement from the client's compiled data
- Job and Contract Analysis Reporting
- Projected Cash Flow
- Franchise Reporting
Access to Accountant Expertise
Each client’s situation is reviewed regularly to ensure high quality control. During business hours, one of our Account Associates is available for consultation and expertise. Rather than incurring the cost of a full-time accountant you pay only when you need advice!
Separating functions in a small or medium sized business is a serious challenge. When you outsource your bookkeeping services to us, you build-in a system of checks and balances which might otherwise be difficult to construct in an operation where a small staff perform many tasks and functions.
High Quality Bookkeeping
Our Firm’s Controller / CFO team has a variety of financial professionals from former CEOs, CPAs, to Financial Controllers and CFOs with experience in Tax, IRS, Finance and small business accounting services as well as working with local government agencies. Our account team members are highly trained and supervised as part of the ongoing quality control requirements of our firm.
We test our systems in-house first and continually review our procedures to ensure that customers receive reliable information. Your personal bookkeeper and accountant, or a backup team member, is available to answer any questions you may have.
Training Cost Savings
Along with offloading your bookkeeping function to us as your Controller / CFO, you also offload the associated costs of keeping your bookkeeping staff trained – we do the training. We strive to keep our staff trained in the latest versions of accounting software and the newest technologies associated with computer accounting. Think of the time and money your business can save!
Our Controller / CFO is operated by Debria G. Doherty, President/ CEO. We are available Monday to Friday, 8:30 am to 5:00 pm Eastern time. No more waiting for answers until the “accounting department is in”.
Outsource Non-Core Functions
You concentrate on what you do well – your business – and we concentrate on what we do well – your Financials, Tax Preparation Services and Bookkeeping. By assisting your company with financial information, we help guide your business decisions. Using our outsourced CFO services, not only frees up office space at your location but also your time – so you can concentrate on planning and growing your business.
Access to Financial Planning and Management
As part of your Virtual CFO package, you may choose to access the services of our staff for financial planning and the diverse business management consulting experience of our team. These services are available, at your request, and only when you need them.
Regular Customized Reporting
After the Implementation process has begun, you will be interviewed by a Senior Service Provider who will determine your needs. Customized reporting about your business is a part of the regular service provided with each package.
Reduced Operating Costs
Controller / CFO services are cost efficient. You will have a bookkeeper and accountant assigned to your account and access to other expertise on an as-needed basis. For small or medium sized businesses, the cost of hiring a bookkeeper and financial management team is generally prohibitive and holds your company’s success back.
As part of our commitment to excellence in service, we use only the most current accounting software. This means that we take care of the software and update costs while you reap the benefits. Remember the software updates required each time the government increases its payroll deductions? Our Controller / Virtual CFO service eliminates those costs for your business no matter how many updates are required.