Sometimes you need some help and you're not sure what category it falls into...welcome to special projects!


Our team has extensive knowledge in finance, accounting, human resources, operations, systems development and implementation. Odds are, if you need help with it, we've handled it personally in the past or know someone who has. 

Special projects bring their own challenges, but also a lot of room for growth in an organization. During times of change, moving forward with a project that you've been putting off for awhile can make a huge difference in performance even though you might be tempted to keep it on the "someday" list. 


Why Hire a Consultant for Special Accounting Projects?


Expertise: Access specialized knowledge and skills that may not be available in-house.

Efficiency: Complete projects quickly and accurately without overburdening your existing team.

Cost-Effective: Avoid the expense of hiring full-time staff for temporary needs.

Scalability: Manage peak periods and complex tasks with ease.

Focus: Free up your team to concentrate on core business functions.

Frequently requested services

  • Bookkeeping catch up - this is typically an add-on to our bookkeeping services when the books are more than 60 days behind. If you aren't current on filing your tax returns because your books are behind, start here! (see below for more information on monthly bookkeeping services)
  • Accounts Receivable Reconciliation - if invoices and payments aren't matched correctly, it can make collections a huge hassle and hurt your cash flow. 
  • Accounts Payable Reconciliation - if your bills and payments aren't matched correctly, you could end up missing bills or even paying vendors twice for the same bill! 
  • Inventory Reconciliation - inventory is often the hardest thing to track accurately and is typicallymanaged with a complicated manual process. Completing an inventory reconciliation gives you a new starting point and allows you to capture all of your cost of goods sold.
  • Implementing classes, departments, and/or locations - as your business grows, you may want to look at your data from different points of view. Adding classes, departments, and/or locations can be an effective way to accomplish this.
  • Process development and implementation - most processes start out very informally and tend to have a lot of variation from person to person. Developing and implementing standardized processes and understanding where dependencies and blockages occur can increase consistency, productivity and save you money!
  • Audit assistance - external audits can put a serious strain on your current staff, causing delays in completing assigned duties. If you're concerned about your internal practices, hiring an objective third party can save a lot of money and headaches locating any weaknesses that need to be addressed. 
  •  Software migration  & integration - if your financial software doesn't communicate well with your other software, you could be wasting time and money getting by with manual processes. Or maybe it's time to upgrade to something with capabilities that meet your current and future needs. 

Your next steps:

  1. Schedule a 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 your call now!

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Understanding the Financial Roles:

Bookkeeper vs. Controller vs. CFO


Navigating the financial landscape of your business can be complex, and understanding the distinct roles of a bookkeeper, controller, and CFO is crucial to leveraging their unique strengths. Here's a breakdown of each role and how they can complement each other to enhance your business's financial health.

Bookkeeper: The Financial Foundation

Primary Functions:

  • Transaction Recording: Bookkeepers are responsible for recording daily financial transactions, including sales, purchases, receipts, and payments.
  • Expense Management: They ensure all expenses are categorized correctly and manage accounts payable and receivable.
  • Reconciliation: Bookkeepers regularly reconcile bank statements to ensure accuracy.
  • Financial Statements: They prepare basic financial statements like balance sheets and income statements.

Key Benefits:

  • Accuracy: Maintain accurate financial records.
  • Timeliness: Ensure financial data is up-to-date.
  • Cost-Efficiency: Provide essential bookkeeping services at a lower cost.

Controller: The Financial Overseer

Primary Functions:

  • Financial Reporting: Controllers oversee the preparation of detailed financial reports and statements.
  • Budgeting: They help in creating and managing budgets, ensuring financial discipline.
  • Internal Controls: Controllers establish and maintain internal controls to safeguard company assets.
  • Compliance: They ensure compliance with financial regulations and standards.

Key Benefits:

  • Oversight: Provide oversight and ensure accuracy in financial reporting.
  • Strategic Budgeting: Assist in developing and maintaining effective budgets.
  • Regulatory Compliance: Ensure the business adheres to all relevant financial regulations.

CFO: The Financial Strategist

Primary Functions:

  • Strategic Planning: CFOs are involved in long-term strategic planning and financial forecasting.
  • Financial Analysis: They analyze financial data to guide decision-making and improve profitability.
  • Capital Management: CFOs manage the company’s capital structure and funding strategies.
  • Risk Management: They identify and mitigate financial risks.

Key Benefits:

  • Strategic Insight: Provide high-level strategic financial guidance.
  • Profit Maximization: Focus on increasing profitability through data-driven decisions.
  • Risk Mitigation: Implement strategies to manage and reduce financial risks.

How They Complement Each Other

  • Seamless Integration: Bookkeepers lay the groundwork with accurate transaction records, which controllers then use to prepare detailed reports and ensure regulatory compliance. CFOs leverage these reports to make strategic decisions and drive business growth.
  • Enhanced Decision-Making: Accurate bookkeeping provides reliable data for controllers to analyze and report, enabling CFOs to make informed strategic decisions.
  • Comprehensive Financial Management: Together, these roles cover all aspects of financial management—from day-to-day transactions to high-level strategic planning.
  • Improved Efficiency: By delegating tasks according to their expertise, businesses can operate more efficiently and focus on growth.


Each role—bookkeeper, controller, and CFO—plays a vital part in the financial ecosystem of your business. By understanding their unique functions and how they complement each other, you can optimize your financial management practices and drive your business towards sustained growth.

Schedule a Call Today

Discover how our tailored bookkeeping, controller, and CFO services can support your business needs. Let’s discuss how we can work together to achieve your financial goals!

Schedule a call