Our Accounting, Bookkeeping, and Controllership Services

From cash flow management to payroll and ongoing support, every business has specific needs regarding accounting and bookkeeping. Our first task with each of our clients is to determine the focus of the services your business requires. To address the needs of the small to medium sized business, we have developed various packages of services to help your business run more efficiently, more effectively and more profitably.

We can assist you in choosing which of our services are most appropriate for your business by performing an Initial Business Assessment. This assessment includes a Business Wellness Questionnaire, a series of quick questions that help us identify and focus on the specific needs of your business and our Industry Benchmark Analysis which compares several aspects of your business to others in your industry. This uncovers areas in which improvements can be made in your business.

Accounting, Bookkeeping, and Controllership Support services can include:
Goal development and analysis
Review of your bookkeeper’s work
Bookkeeping service if required
Monthly or quarterly comparative financial statements including:
Income Statement
Balance Sheet
Aged Receivables
Aged Payables

Monthly or Quarterly Controllership Focus Online report package including:
Current issues for CEO (Executive Summary)
Trend Analysis
Cash Flow Management
Break-Even Analysis
Liquidity Ratios
Profitability Ratios
Job Costing Reports
Key performance indicators.

Monthly Controllership Meeting with your controller to discuss reports and results ( this dynamic interaction with your Controller will help you see key areas of your business needing improvement so you can do even better)
Cash flow management and reports as required
Ongoing telephone, instant message and email support to your bookkeeper
Ongoing accounting support, including business advice to the owner