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
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…