Introduction: Controllership Services and more......I have over 30 years of Accounting & Tax Experience as a Controller. Now, it's time to share that experience with others to help them grow their businesses!
CFO SERVICES
Cash Management and Treasury
Strategic Business Planning
Cash Flow Projections
KPIs Reporting and Analysis
MANAGEMENT ADVISORY SERVICES
Accounting System Review
Software Implementation
ERP System Upgrades
P&L Management
HR and Benefits Administration
Payroll Management
Financial Operations and Controls
Profitability Improvement
Business Insurance Administration
CONTROLLER SERVICES
Year End Audit and Tax Workpapers
Auditing and Compliance
Financial Statement Preparation and Analysis
Monthly Closes
Budgeting and Forecasting
Deferred Revenue Accruals
Sales and Use Tax Filings
VAT/GST/HST Tax Filings
Account Reconciliations
Bank Reconciliations
Foreign Currency
Inter-Company
FRx Reporting
Advanced Excel Reporting
ACCOUNTING AND TAX SERVICES
Preparing and Posting Journal Entries
Prepaids and Accruals
AR Data Entry
AP Data Entry
Fixed Assets and Depreciation Calculations
Bookkeeping Services
Personal Federal and StateTax Preparation (1040, 1040A, 1040EZ)
Corporate Business and StateTax Preparation (1120, S-Corp, Partnership, LLC)
I provide Controllership Services to small to mid-size companies that are in a growth mode. My target market are those companies that need more than a bookkeeper, but can't afford the cost of a CFO and/or Controller.