Our Services
To address the needs of the small to medium sized business, we have developed various packages of services to help your business run more efficiently, more effectively and more profitably.
We can assist you in choosing which of our services are most appropriate for your business by performing an Initial Business Assessment. This assessment includes a Business Wellness Questionnaire, a series of quick questions that help us identify and focus on the specific needs of your business and our Industry Benchmark Analysis which compares several aspects of your business to others in your industry. This uncovers areas in which improvements can be made in your business.
Accounting and Controllership Support services can include:
- Goal development and analysis
- Review of your bookkeeper’s work
- Bookkeeping service if required
- Monthly or quarterly comparative financial statements including:
- Income Statement
- Balance Sheet
- Aged Receivables
- Aged Payables
- Monthly or Quarterly Controllership Focus Online report package including:
- Current issues for CEO (Executive Summary)
- Trend Analysis
- Cash Flow
- Break-Even Analysis
- Liquidity Ratios
- Profitability Ratios
- Job Costing Reports
- Key performance indicators.
- Monthly Controllership Meeting with your controller to discuss reports and results ( this dynamic interaction with your Controller will help you see key areas of your business needing improvement so you can do even better)
- Cash flow reports & management as required
- Ongoing telephone, instant message and email support to your bookkeeper
- Ongoing accounting support, including business advice to the owner

