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 services offerings, that can be tailored to meet each organization’s objectives.
Here are the service offerings that we can provide:
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 some common shared responsibilities. This isn’t perfect, but it’s a start. And don’t worry, if you need a little bit of 2 services, we’ll make sure we assign the right person for the job.
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|
Unique Position Responsibilities
|Advisor to CEO/Owner(s)||Responsible for Overall Cleanliness & Accuracy||Expense Reimbursements|
|Enterprise Value Creation||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)|
|Leads Execution of Strategic Projects|