Controller Services
At Optimized CFO & Controller Services, we provide hands-on support with our team of pros to help nonprofits and small businesses strengthen their financial operations. Our controller services include everything from budgeting and cash flow management to overseeing your accounting team and refining your financial processes. We act as a strategic partner, helping you make sense of your numbers so you can plan confidently and stay compliant. Whether you need short-term support or a long-term solution, we tailor our services to fit your needs and ensure your financial foundation is solid.
Critical Thinking Without Hiring A Full-Time Controller
A company’s controller is the chief accounting officer and is responsible for overseeing all accounting functions of the company. Whereas the CFO considers every financial and operating function of the company, the controller focuses on the day-to-day aspects of costs and accounting. Optimized CFO + Controller Services offers Controller-level support on a fractional basis, with engagements typically starting at $1,000 per month, depending on scope and complexity.
Alleviate Frustrations With Your Accounting Department By Outsourcing your Controller
NEED OPTIMIZED CONTROLLER SERVICES?
We can help your business or nonprofit with:
Insight into the financial statement numbers
Helping to serve as a resource for internal accounting or finance team members
Budget creation & monitoring
Access to critical-thinking accountant without hiring a full-time controller
Trended budgeting
Helping business owners and managers understand what the financial statements are telling them
Optimize Your Accounting
Ensure you have insights to help move your business forward.
Understand Results
The controller can serve as a middle communicator of the numbers (financial statements) and the business owner or manager, helping to provide clarity and understanding.
Access To Critical Thinking
You’ll have another perspective on the financial statements and processes that can offer higher-level insights and suggestions.
Free Up TIme
Outsource financial statement preparation and budgeting to us so that your team is free to pursue strategic projects.
Get A Controller working for you
You’ll have the technical subject matter expertise to oversee the financial statements without the expense of a full-time hire.
Business Scenario
UTILIZING AN OUTSOURCED CONTROLLER
Meet Mary
Mary is the manager for a real estate company. Aside from Mary, there are several accounting staff that handle the day-to-day transactions. But Mary doesn't think the financial statements make sense. The company continues to run out of cash, even though occupancy rates are high. The bank has also been questioning some of the expense accounts.Mary is a good candidate for an Outsourced Controller Services engagement. Mary's team can handle the day-to-day operations.
However, Mary needs a little help with the month-end close and reviewing the financial statements. Using outsourced controller services, Mary optimizes her accounting. She meets monthly to review the financial statements. Any obvious errors or questionable accounts are looked at, and Mary is now fully confident in understanding the financials, and quickly able to answer any questions from her banker.