On-Call CFO Services
Do you want financial statements that follow standard accounting procedures, but don’t want to hire a full time accounting manager? We can review your monthly activity, reclassify as appropriate, and book appropriate accounting entries so you have high quality financial statements to show bankers, investors, and board members. We also can provide audit and tax coordination with professionals in that area. We offer on-site Controller / Director of Finance services within the San Francisco Bay, Sacramento, and Reno / Truckee areas, including:
- Full charge financial statement production
- Monthly or quarterly accounting reviews
- Audit coordination, and audit preparation including data entry and full-year accounting statement production.
Interim Financial Management
Have you recently lost a key member of your finance team? Do you have a significant finance project but your team needs help to manage it effectively? We can fill in while you’re focusing on finding the best person to add to your permanent team, run significant project implementations using our Big 5 project management skills, or manage your operations while your CFO focuses on significant issues. We’re available for both short and long term assignments.
- Development / implementation of financial / accounting procedures
- Development of financial models – including business plans, business cases, annual budget models, and automated month-end reporting packages.
- Implementation of financial systems and modules, including accounting systems, property management systems, fixed assets management systems and budgeting tools like Hyperion.
Virtual Finance Office
Would you prefer not to staff a financial function? We can provide full outsourced bookkeeping services, including generation of customer invoices, input of vendor invoices, generation of checks for your signature, commissions calculations, receivables follow-up, and production of monthly financial information. We’ll also handle year end 1099s. We also offer “virtual” bookkeeping services to any location within the United States.
Recent Projects
- Development of accounting processes, improvement of use of accounting system, monthly financial statement production and audit coordination for a non-profit housing provider
- Significant modifications to large budget model for a publishing company
- Development of automated month end reporting package for a manufacturing company
- Monthly review of transactions and financial statement production for various service companies