Controller

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Management of Expenses

Perform a series of processes aimed at controlling and optimizing a company’s spending. Including: Tracking and Recording, Analysis and Control, Optimization and Reduction, Automation and Technology


Cash flow management and projections

Tracking, analyzing, and optimizing the movement of cash in and out of a business, including cash flow forecasting, monitoring, improvement strategies


Third-party accounting software selection and implementation

The process includes the following steps: identifying business needs, key requirements, software research and evaluation, implementation, and data migration.


Reporting and oversight of month-end closings

Reviewing, analyzing, and ensuring the accuracy and completeness of a company’s financial records at the end of each month, including review and GL, account reconciliation, internal controls, financial statement and management reporting


Audit preparation and advisory service

Assist in preparing for and navigating the audit process more effectively. Pre-Audit Review, Audit Support, and Post- Audit Review


Management of accounting and bookkeeping processes

Involves key elements such as: establishing clear procedures & policies, management of daily transactions & record keeping, compliance & regulations, continuous improvement


Establishing Internal Controls

Implementing a system of rules, procedures, and safeguards to ensure the accuracy and reliability of financial information, prevent fraud, and promote operational efficiency


Financial Strategy & Strategic Planning

Helping businesses to perform market analysis, SWOT analysis, financial forecasting, resource allocation, funding strategies


Revenue Growth Tracking

Monitoring and analyzing how a company’s revenue changes over time by collecting and analyzing data


Financial Records Management

Systematic and organized control of a company’s financial documents, including creation and capture, storage, access and disposal


Implementing Accounting & Operational Workflows

Implementing effective accounting and operational workflows by analysis the existing processes, defining issues, re-designing and optimizing workflows


Job / Project Costing

Identifying and Tracking Costs (DM, DL, OV), cost accumulation, allocation and calculation and profitability analysis


Asset Management

Primarily focuses on the financial aspects of assets: recording and tracking the cost, calculating depreciation, provide impairment testing, disposal accounting and financial reporting


Loan/Debt Analysis

Evaluating company’s debt levels and its ability to meet its debt obligations by debt structure analysis, debt-to-equity ratio calculation, interest coverage ratio and cash flow analysis

Year End Payroll Tax Forms Filing

Accurately preparing and filing year end forms such as 1099 and W2.

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