Accounting and Client Advisory Services
Outsourced Controllership
Controller level oversight for clients that need more than bookkeeping but not a full time controller.
Scope
What we do
- Review the close and approve journal entries under your firm's delegation
- Document accounting policies and internal controls
- Prepare budgets and monitor results against them
- Coordinate audit and tax year end requirements
What your firm receives
- Monthly controller review memo
- Policies and control documentation
- Budget versus actual reports
What we need from you
- System access
- The client's current policies
- Your firm's review structure
Industries where this comes up
What your firm keeps
Your firm owns the client relationship, approves what goes out, and decides what is reported.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Accounting and Client Advisory Services
Bookkeeping
Accurate, current books for your clients, kept in their system and reviewed on your schedule.
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Read MoreVirtual CFO (VCFO)
CFO level finance every month for clients who need more than bookkeeping, delivered under your firm's name.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample