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What Exactly are Controller & CFO Services?



Are you finding that your needs and processes are growing more quickly than you can manage? Outsourced managerial accounting is a great option for companies with advanced requirements.

WHEN A COMPANY MIGHT NEED A CONTROLLER

  • Supervision of bookkeeper.

  • Accuracy of financial reports.

  • Fixing the period close process and report delivery.

  • Preventing errors, fraud, and security breaches.

  • Better support of CPA.

  • Ownership of accounting process.

WHEN A COMPANY MIGHT NEED A CFO

  • Supervision of finance team.

  • Need for sophisticated reporting and interpretation.

  • Financial strategy and direction guidance.

  • Stakeholder report package generation and interaction.

  • Fundraising assistance.


At Check and Balance Business Solutions, as your external Controller and CFO, we will take care of:

  • Budget creation and maintenance

  • Asset schedule maintenance

  • Balance sheet reconciliation

  • Income statement preparation

  • Metrics data analyzing

  • Financial statement compilation and presentation

  • Corporate, sales, use, and tax filing and compliance

  • Financial forecasting

  • Cash management and cash flow projection

  • GAAP compliance


If you have questions about Controller or CFO Services or the bookkeeping has become too much for you to manage on your own, contact Check & Balance today by scheduling a free consultation! We’ll be happy to ensure your records are always accurate.

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