Controllership Services

By obtaining meaningful financial information and reporting, we help you get your business from where it is now . . . to where you would like to be.

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Outsourced Controllership-level and CFO-level services fill the gap, providing additional support and financial insight by acting
as an intermediary between your bookkeeper and your tax preparer. 


We can help your business with:

  • Accounting systems and internal workflow process design

  • Planning and Budgeting

  • Cash flow needs and forecasting

  • Understanding and interpretation of financial reports and Key Performance Indicators (KPIs)

  • Short- and long-term financial strategies

  • Supervising and training your bookkeeping staff

  • Setting up internal controls to reduce the risk of fraud

  • Liaison with your bank and/or venture capital financiers

  • Liaison with your tax preparer

We are here to help ensure you have the right systems and processes in place, so the financial information and reporting you receive is accurate and timely.  This will enable you to make key financial decisions and understand your business’ profitability. 

Our team is here to support you with controllership services
based on your business’ unique needs.