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CFO & Controller Services

Offering a robust line of productsto meet your personal and business needs

Get the expert guidance of a CFO...at a fraction of the cost

business management services

We want to make sure you succeed, and to ensure that you do, you must have accurate and current financial data on hand to make sound business decisions. Our controllership services ensure that your books are in good shape via concentrated review and analysis of your financial data. Working as your internal controller, our professional staff ensures compliance with accounting policies and procedures, tax guidelines, and federal mandates.

As part of this service, we also provide guidance on your entire financial operation, including entity selection, cash flow forecasting, business modeling, and budgeting, to name just a few. You can also receive assistance with business plan development, vendor relationships, evaluation of business profitability, and more. You will have access to our seasoned, expert professionals to help you stay on a sound financial path and secure your success.

Controllership Services

Includes:

  • Benchmarking and trend analysis
  • Budgeting and projections
  • Regular updates to owners
  • Managing cash flow
  • Monthly financial statements
  • Full payroll
  • Accounts payable and receivable management services (pay bills and manage collections)

CFO Services

Includes Controller Services plus:

  • Weekly meetings with owners
  • Trend analysis reports
  • Creating budgets and tracking performance
  • Preparing and managing Key Performance Indicators (KPI's)
  • Preparing weekly and monthly cash-flow forecasts and profit plans
  • Developing and implementing a compensation and bonus structure for employees and owners

If you have any further questions please contact us for more information and a Global Business Solution team member will contact you.