Services
Fractional Controller Services:
✔ KPI reporting and executive dashboards
✔ Accounting department leadership
✔ Staff mentoring and training
✔ Management reporting
✔ Strategic financial support
✔ Month-end and year-end close management
✔ Financial statement preparation and review
✔ Cash flow management
✔ Internal controls and process improvements
✔ Budgeting and forecasting
ERP & Accounting System Consulting:
◇ Data migration planning
◇ Chart of Accounts redesign
◇ Process optimization
◇ Go-live support
◇ ERP implementation support
◇ System conversions
◇ Accounting workflow design
◇ User training
Specializing in:
◆ Odoo ◆ Vista Viewpoint ◆ QuickBooks Online ◆ QuickBooks Desktop
Accounting Process Improvement:
✔ Accounting clean-up projects
✔ Month-end close improvements
✔ Financial reporting improvements
✔ Job costing optimization
✔ Accounting department assessments
✔ Process documentation
✔ Workflow redesign
✔ Internal control reviews
Accounting & Compliance Support:
✔ Sales Tax
✔ 1099 Reporting
✔ Business Licenses
✔ W-2 Reporting
✔ Accounts Payable
✔ Accounts Receivable
✔ Bank Reconciliations
✔ Payroll
