Every business is unique to itself. There are no “one size fits all” solutions to helping these organizations reach their objectives. That is why we have built a seasoned, dynamic and diverse team, in addition to a full suite of service offerings, that can be tailored to meet each organization’s objectives.
We offer three service offerings within the CFO suite:
Not Sure Exactly Which Service You Need?
That is because the lines between CFO, Controller and Bookkeeper responsibilities can be grey and change from business to business. To help bring clarity as to which service is right for your business, we’ve created this chart to help provide guidance on our view as to which role is responsible for specific CFO suite responsibilities.
Unique Position Responsibilities
|Advisor to CEO/Owner(s)||Responsible for Overall Cleanliness & Accuracy||Expense Reimbursements|
|Develops 1, 3, and 5-Year Strategic Growth Models||Prepares Monthly Reporting Package||Maintaining Supporting Records|
|Business Process Optimization||Manages Job Costing||Track W9’s & Sends 1099’s|
|Risk Management||Pays Sales Tax||Maintains Donor Records (non-profit)|
|Establishes & Tracks KPI’s||Assists With Audit or Tax Preparation||Sends Donor Statements (non-profit)|
|Enterprise Value Creation|
|Leads Execution of Strategic Projects|
Collaborative Accounting Responsibilities
|Manages Controller||Manages & Trains Bookkeeper(s)||Works Independently|
|Creates Policies||Enforces Policies||Follows Policies|
|Analyzes Results||Closes Books (Journal Entries)||Reconciles Bank & Credit Card Statements|
|Creates Budget||Manages Budget||Enters Budget|
|Creates Chart of Accounts||Manages Chart of Accounts||Follows Chart of Accounts|
|Asks Questions||Answers Questions||Researches Questions|
|Measures DSO’s||Manages Aging & Collections||Accounts Receivable—Invoicing & Cash Application|
|Measures DPO’s||Manages Aging & Approves Disbursements||Accounts Payable—Prepares Check Runs|