Our team includes years of experience and expertise in Controller duties of various business entities. We offer guidance to in-house company accountants and bookkeepers so that client business entities can enhance the productivity of internal staff and functions. All Virtual Controller projects and tasks are in accordance with clearly summarized terms and conditions of a CPA Engagement Letter and establish our professional independence. Companies may find our resources helpful in supplementing operational needs due to turnover, absences, system conversions, merger and acquisition, or other changes requiring outsourced support. Our Virtual Controller services are overseen by Mr. Davis in a limited manner to ensure that engagement objectives are met or exceeded. Following are examples of potential periodic functions, projects, or tasks that may be considered for contracted services under a Virtual Controller agreement:
- Zoom Team Meetings
- Annual, Quarterly, Monthly System Closing
- GAAP Evaluation and Adjustments
- Periodic Adjusting, Reversing, and Standard Journal Entries
- A/R, A/P, P/R, G/L, Bank, and Credit Card Reconciliations
- Periodic Financial Reporting with Narrative on Results
- Performance Summaries by Custom Dashboard
- Cash Management and Payroll Processing
- Business Process Outsourcing
- Accounting Manual, Org Chart, Job Description, Workflow Design
- Accounting Software Conversion
- Cloud/SAAS/Hosted Software Evaluation and Setup
- Data Management and Security