Gold Controller Package


Our Gold Package gives your business the following benefits and advantages:

Monthly Financial Statements:

  • Executive summary of current issues and resolutions
  • Comparative Balance Sheet
  • Comparative Income Statement
  • Aged Accounts Receivable
  • Aged Accounts Payables
  • Key Performance Indicators: 4-5 points of reference on your financial standing

Weekly Cash Flow Reports

  • Projecting cash requirements to the next critical cash outflow date
  • Ongoing management of cash flow

Monthly Review of the Bookkeeping

  • Ensure correct account allocations
  • Ensure proper tax compliance
  • Ensure the reliability and accuracy of your financial statements
  • Ensure compliance with government reporting

Monthly meeting with business owner and CFO controller

  • Either on the telephone or by email
  • Discussions relating to your monthly reports
  • Discussions relating to the results of the month

Monthly/Quarterly Controllership Focus Package including

  • Executive Summary of Current Issues
  • Trend Analysis
  • Cash Flow
  • Breakeven Analysis
  • Profitability Ratios
  • Liquidity Ratios
  • Activity Ratios
  • Job Costing Reports (if applicable)
  • Performance measures benchmarked to your initial business assessment report
  • Assessing your company's financial health
  • Benchmarking to your initial business assessment report

Support for your bookkeeping staff

  • Based on an estimated number of hours required per month and determined at the time of initial assessment

Support to the business owners

  • Discussion of any concerns as they arise
  • Based on the number of hours required per month and determined at the time of initial assessment

Annual planning including:

  • Comparison of current period to the prior period and industry
  • Goal development and analysis
  • Budget design, set-up and monthly monitoring

Package Price

  • A consistent monthly fee is determined based on the extent of work and the size of the business
  • Fees will vary only when the scope or volume of work changes.

Your Online remote office hosting is available through Business Performance Solutions Inc.( http://www.bps-i.ca/)

 

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What is this man doing? He’s managing his Canadian based technology business from Mexico. “My wife and I own property in southern Baja and we wanted to spend the winter months down there. We both run businesses that can be operated to a large degree by using the internet. But how was I to keep my bookkeeping and accounting up to date? J.A. Smith and Associates solved that for me. By using their QuickBooks Remote Desktop Connection, both my bookkeeper/accountant and I can have real-time access to my banking and client information… and we can keep it current. I would not be able to watch the incredible sunsets (while drinking a margarita, of course) and manage my business from here in Mexico without the service provided by Joyce and her team. Many thanks."

- Dynamic Sawmill Systems Ltd.

"I'd like to thank you all and extend many kudos for the teamwork and service level at Business Performance Solutions and J.A. Smith and Associates. I especially enjoy the 'Computer First Control Sheet', where I am able to record any problems I encounter and the BPS Team is able to access the Sheet and resolve the issues. The time and commitment that the BPS Team have invested in troubleshooting the network have, in my opinion, had a direct and measurable result in its improvement and have succeeded in making the network a viable, secure asset for us at Blueboy Express."

- Blueboy Express

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