SERVICES

PART-TIME "VIRTUAL" CONTROLLER

Everything you'd want from a full-time on-staff Controller (accountant), but on a part-time, on-call basis (i.e. without the full-time cost commitment)

• Strategic direction, management & oversight of all your record keeping & accounting procedures

• Drive process improvements (with technology, best practices, benchmarking, training, and more)

• Provide financial reports & customized managerial reports (including key performance indicators)

• Analyze, interpret and review reports with ownership & management (and provide metrics-driven consulting)

• Coordinate & communicate with other 3rd parties for tax planning, budgeting, forecasting, financial modelling, etc. (e.g. tax accountants, auditors, lawyers, commercial real estate agents)

• Maintain compliance with regulatory bodies & develop internal company controls to prevent fraud

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FULL-SERVICE BOOKKEEPING

Including

• New account set up  

• QuickBooks trouble-shooting & training

• Representation with government bodies 

• Sales tax remittances

• Inventory

• Accounts receivable

• Accounts payable

• Expense & receipt tracking​

• Income/revenue tracking

• Payroll

• Account reconciliation

• Financial reporting

• Year-end preparation for income taxes

• Support, communication & consultation

CONSULTATION

• Collaboration with the organization's key stakeholder(s) regarding goals and strategies to achieve them

• Project manage implementation of the strategies, monitor the progress, and drive course corrections as required

• Ideas, best practices and benchmarks

• Cashflow improvements

• Process & technology improvements that will free up time

• Cost-cutting measures

• And more…