Fractional CFO/Controller (Platinum)

We Don’t Just Track Numbers—
We’ve Been in Your Shoes

This package is for the business owner who wants/needs:

• To know how their business is doing on a daily basis.

• To have financial activity reviewed and entered daily.

• Payroll services for their staff including onboarding, time tracking and managing benefits such as medical and retirement plans

• A team to handle internal and external financial questions.

• Someone to pay bills with an eye on maximizing cash flow and also make sure they are getting paid by their customers/clients on time.

• Someone to have conversations with their accountant and handle what needs to be done (Year End Journal Entries, etc.)

• A cash spending plan

• Granular conversations and reporting about budgets versus actuals, cash flow forecasting, projections and planning.

• A trained eye on expenses to monitor for fraud, theft, errors.

Businesses with inventory:

• Inventory/stock control management, purchase planning to maximize cash flow.