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Our Outsourced Controller services provide strategic financial oversight and hands-on accounting support to help your business maintain accurate records, improve cash flow, and make informed decisions with confidence. Acting as your part-time controller, we manage day-to-day financial operations while offering insight and guidance tailored to your business goals.
Includes:
Accounts Payable (A/P): Managing vendor bills, scheduling payments, and maintaining good vendor relationships.
Accounts Receivable (A/R): Invoicing, tracking payments, following up on outstanding balances.
Payroll Management: Processing payroll, ensuring compliance with wage and tax regulations, coordinating with payroll processors.
Sales Tax & Use Tax: Handling sales tax filings and remittances—something she notes clients “love when you take care of.”
Bank & Credit Reconciliation: Monthly reconciliation of all bank, loan, and credit card accounts.
Loan Tracking: Monitoring loan and credit activity to ensure accurate accounting and timely payments.
Financial Reporting: Preparing and explaining monthly financial statements—P&L, balance sheet, and cash flow reports—to business owners.
Year-End Coordination: Working with CPAs or tax preparers to reconcile year-end figures, ensuring clean books for tax filing.
1099 Compliance: Tracking, issuing, and filing contractor 1099 forms.
Monthly Reviews & Advisory: Conducting monthly meetings or reviews with clients to explain results, trends, and red flags.
Our Outsourced Controller services provide strategic financial oversight and hands-on accounting support to help your business maintain accurate records, improve cash flow, and make informed decisions with confidence. Acting as your part-time controller, we manage day-to-day financial operations while offering insight and guidance tailored to your business goals.
Includes:
Accounts Payable (A/P): Managing vendor bills, scheduling payments, and maintaining good vendor relationships.
Accounts Receivable (A/R): Invoicing, tracking payments, following up on outstanding balances.
Payroll Management: Processing payroll, ensuring compliance with wage and tax regulations, coordinating with payroll processors.
Sales Tax & Use Tax: Handling sales tax filings and remittances—something she notes clients “love when you take care of.”
Bank & Credit Reconciliation: Monthly reconciliation of all bank, loan, and credit card accounts.
Loan Tracking: Monitoring loan and credit activity to ensure accurate accounting and timely payments.
Financial Reporting: Preparing and explaining monthly financial statements—P&L, balance sheet, and cash flow reports—to business owners.
Year-End Coordination: Working with CPAs or tax preparers to reconcile year-end figures, ensuring clean books for tax filing.
1099 Compliance: Tracking, issuing, and filing contractor 1099 forms.
Monthly Reviews & Advisory: Conducting monthly meetings or reviews with clients to explain results, trends, and red flags.