Fractional CFO and Controller Services

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Fractional CFO & Controller Services

Accounting & Controller Services

  • Month-End Close Management and Oversight
  • Accounting Memos and Policy Development
  • AP and Vendor Management Support
  • Chart of Accounts Cleanup & Optimization
  • Month-End Close and Accounting Process Optimization
  • Revenue Recognition Review and Policy Development
  • Technical Accounting Analysis
  • Audit Readiness and Workpaper Development
  • Financial Statement Preparation
  • Accounting Memos and Policy Development
  • Staff Training and Transition Support
  • Business and Personal Tax Planning
  • Basic Tax Planning
  • Coordination with Income Tax Advisor

Finance and FP&A Services

  • Monthly CFO Reporting Package Development
  • Customized Financial and KPI Dashboarding
  • Annual Budget Preparation
  • Working Capital Analysis & Management
  • Cash Flow Forecasting & Optimization
  • Board and Investor Reporting & Communications
  • Strategic Planning
  • Capital Raise and Funding Support
  • Scenario Planning
  • Financial Modeling
  • CapEx Expenditure Planning & Analysis
  • Lease vs. Buy Analysis
  • HR and Compensation Analysis
  • Exit and Sale Planning


Thanks for stopping by!

-Colin Smith, CPA/ABV

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