Our controller services are specifically designed to suit the exact needs of growing businesses. With a focus on businesses with a minimum of $2 million in annual revenue (and scaling to much higher), our controllers are responsible for overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management, a standard of excellence at Controllers extensive experience in financial management and controller services. They oversee all work completed by our bookkeepers, close client books on a monthly or quarterly basis and provide consultations on a wide variety of client matters..

A sample of some of the specific tasks our Controllers are responsible for:

Management of accounting and bookkeeping processes

  • Budgeting and forecasting

  • Cash flow management and projections

  • Accounting documentation, including processes, procedures and operations manuals

  • Key metric benchmarking

  • Reporting and oversight of month-end closings

  • Audit preparation

  • Management of accounting and bookkeeping processes.

    • Prepaid Expenses

    • Accrued Expenses

    • Accrued Payroll

    • Deferred Revenue, Work In Process (WIP)

    • Major Expense Analysis

  • Compensation Programs (salary and incentive), Bonus and ESOP Plan Design Assistance

  • Profitability Analysis for Products and Divisions

  • Customer Analysis Reports

  • Assistance with Product Pricing Decisions

  • Accounting Rules and Regulations Compliance

  • Trend Tracking & Profitability Analysis