Part-time Controller

Your budget may not allow for a controller, but the success of your company requires it.

You may have a bookkeeper who accurately records daily transactions and provides basic financial statements, but without the ability to interpret that data, it's difficult to make informed business decisions. While a full-time CFO may be out of reach, a part-time financial advisor could be exactly what you need.

Our services include:

  • Creating financial and management reports with trend analysis

  • Analyzing profitability by product or service line

  • Preparing cash flow projections and what-if scenarios

  • Developing financial strategies, budgets, and performance monitoring systems

  • Advising on financial controls to reduce employee theft and improve profits

  • Serving as a strategic sounding board for owners and senior management

  • Assisting in long-term planning and goal setting