What do controllers do?

As a business grows, accounting needs can change. 

For example:

  • You may realize that you need to see your data in a more organized way.
  • The complexity of your business could increase so you need visibility on things you didn't need before. 
  • You might realize that you've been recording things incorrectly for awhile and need to get your books corrected. 
  • Your bank could be requesting more detailed financial information for loans or lines of credit

A controller can help with all of these things and more!

Frequently requested services

  • Revenue recognition assistance - many small businesses start out with very simple bookkeeping needs recognizing sales when payment is received and recognizing expenses when they are paid (this is called cash basis accounting). As a business develops, the need to see revenue based on when the customer is invoiced versus when they pay can require a change in accounting processes and reporting (transition to accrual based accounting).
  • Cost of goods sold analysis - there are a lot of expenses that should be included in calculating your cost of goods sold, but sometimes it's hard to capture them organically on your Income Statement. A good example is if you need to know the total cost per pound for something and you need to include freight and handling charges. This requires further analysis outside of most accounting systems.
  • Financial reporting for loan compliance - banks typically want to see your financial statements on a monthly basis in addition to completing a certificate of compliance document. The calculations for this can be complicated depending on your business model. Streamlining this process through custom built Excel sheets can increase accuracy and save hours per month.
  • Fixed Asset Management - if your business owns furniture, fixtures, equipment, vehicles, land or buildings, then you could benefit from implementing a fixed asset management program to track purchase costs, repairs & improvements, and depreciation. This sounds more complicated than it is and will give you further insight into the total cost to run your business.
  • Property Tax Renditions (Texas only)if your business owns inventory, furniture, fixtures, equipment, vehicles, land or buildings in the state of Texas, then you are required to file an annual property tax rendition for each county where you have an asset presence. 
  • Sales Tax Reporting (Texas only) - if you provide taxable products and services in Texas, then you are required to file regular sales tax reports and pay sales tax owed. The reporting frequency is based on a letter you receive from the Comptroller's office.


Your next steps:

  1. Schedule your Cash Flow Optimization call to discuss your specific needs.
  2. Receive a custom quote for services requested. 
  3. Review and sign our services contract.
  4. Schedule a kick-off meeting.

Schedule a call now!

Need additional services?



3 plans to choose from. All include: monthly transaction coding (cash or accrual), bank and credit card reconciliations, payroll report reconciliation, and financial statements

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Frequently requested: strategic planning, cash flow management, budgeting and analysis, assisting with metrics selection, creating management dashboards, and employee headcount planning.

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& Training

Options include private financial management coaching (individual or team) and onsite/virtual training days. Public group online training and self paced training courses coming soon.

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Frequently requested: clean up bookkeeping, A/R and/or A/P reconciliation, implementing class-department-location, and development and implementation of processes.

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