Ensuring Financial Clarity and Operational Confidence
Our high-level accounting and controller services are designed to ensure accuracy, transparency, and full compliance with U.S. GAAP. We conduct detailed reviews of financial records to correct misclassifications, reconcile balance sheet accounts, and ensure consistency across reporting periods.
These services go beyond standard bookkeeping. We assist with creating and maintaining departmental budgets, preparing amortization and depreciation schedules, and reviewing complex transactions to support accurate financial reporting.
As part of our controller offerings, we develop 13-week cash flow forecasts, build custom reporting packages, and provide balance sheet rollforwards—delivering the insight leadership teams, lenders, and investors need to make confident decisions.
Small Business Accounting, Simplified and Strategic
Within the realm of accounting services, the distinction often lies in the depth of involvement and oversight required.
At our firm, we categorize services into three key areas, each playing a vital role in maintaining financial accuracy and readiness. Let’s explore how each supports your business:
Back-Office Support
Back-office accounting support forms the operational foundation of a company’s financial system, where accountants handle day-to-day functions such as transaction coding, sales tax filings, bank & loan reconciliations. These tasks ensure financial data remains organized, current, and accessible. While this service does not include high-level analysis or assurance, it is essential for maintaining the accuracy and integrity of your books. Back-office support lays the groundwork for reliable reporting, streamlines monthly closings, and prepares businesses for controller oversight or tax preparation.
Financial Closing
Monthly financial closing is a structured process that ensures each accounting period is accurately finalized. This service includes posting accruals, reconciling key balance sheet accounts, reviewing classifications, and recording month-end journal entries. It provides a clear, timely view of your financial position. In addition to monthly closings, we support year-end procedures by booking depreciation, allocating prepaids, and updating lease amortization and WIP schedules. These consistent activities improve accuracy, strengthen reporting, and prepare your business for tax filings or strategic planning.
Audit & Tax Preparedness
Audit and tax preparedness focuses on organizing your financial data and supporting documentation to ensure a smooth, accurate, and stress-free year-end process. This includes reviewing general ledger activity, cleaning up inconsistencies, reconciling accounts, and compiling schedules commonly requested by auditors or tax professionals. We assist in preparing workpapers for items such as fixed assets, loans, and equity, while ensuring transactions are fully GAAP-compliant. Whether working alongside your CPA or external auditor, our goal is to reduce last-minute surprises, support timely filings, and streamline the overall review process.
Three Reasons Why Small Companies Should
Consider Our Services
Small businesses benefit from accounting and controller services that enhance financial clarity, ensure compliance, and support strategic growth.
Here are three key reasons to consider partnering with us:
1. Enhanced Credibility and Trustworthiness
Small companies can strengthen their credibility and build trust with stakeholders—like customers, lenders, and investors—by maintaining clean, well-managed financials. Professional accounting and controller services ensure financial records are accurate, consistent, and transparent.
2. Supporting Informed Financial Decision-Making
Accurate and up-to-date financials give business owners a reliable foundation for decision-making. Whether you’re planning for growth, managing cash flow, or preparing for investment, our services provide the financial clarity you need to move forward confidently.
3. Meeting Tax and Compliance Requirements
Proper financial oversight helps ensure your business remains in compliance with regulatory and tax obligations. Our services support GAAP standards, streamline year-end processes, and prepare your business for third-party reviews, lenders, or tax filings.