Shadow CFO/Controller Services

Accurate and timely financial information is essential to running any business, whether large or small. Fortunately for most larger businesses, the cost of an employee, either a CFO or a Controller, is a necessary expense and easily justifiable. However some businesses do not have this luxury and the financial information is only accurate at year-end. Our firm offers a Shadow CFO/Controller whenever you need one, whether monthly, quarterly or semi-annually. Our service is called “shadow” because businesses get the expertise of a CFO or Controller without the payroll costs of an employee.

Our Shadow CFO/Controller services include:

• Reconciling Cash and Bank accounts.
• Reconciling General Ledger.
• Adjusting Journal Entries.
• Review Loan Documents.
• Assisting with Managerial/Cost/Job Accounting Issues.
• Managing Profit.
• Developing Budgets.
• Forecasting Profit/Losses.
• Planning.