CFO & Controller Services

  • Active involvement with leadership on strategic business planning and critical business decisions
  • Prepare, analyze, and interpret GAAP-based financial statements to improve future prediction of management, investment and credit decisions
  • Cash flow management and forecasting
  • Create and implement budgeting, forecasting, compensation, and sales commission plans
  • Recruit, build and manage the accounting and finance department
  • Minimize audit costs and maximize tax savings through preparation and planning

Accounting & Bookkeeping

  • Manage accounts payable (vendor bills and payments)
  • Manage billing & accounts receivable ( customer invoices and collections)
  • Input and manage payroll needs along with outsourced payroll providers
  • Review and reconcile monthly bank statements, credit cards, payroll transactions, and investments
  • Setup, optimize, and cleanup of balance sheet and profit & loss statements
  • Prepare adjusting and closing entries at month-end
  • Document  fixed assets and calculate depreciation
  • Sales tax tracking, payments and filings

Administration, Risk Management & Tax Filings

  • Shop and compare for insurance renewals and prepare for audits, including Workmen’s Compensation
  • Setup electronic documents and streamline paperless office
  • Report and organize new hire W-4, W-2 & I-9’s, employer registration forms and consultant 1099’s
  • Sales tax tracking, payments and filings
  • Manage business property tax filings


  • QuickBooks Desktop
  • QuickBooks Online
  • Axium Ajera


  • All types available
  • Can travel