Controller

Bookkeeper & Accountant included, plus:

Budgets & forecasts. Develop and implement financial strategies that align with the company's long-term objectives, encompassing budgeting, forecasting, and comprehensive financial planning.

Regulatory compliance. Oversee the preparation and submission of federal, state, and local filings to ensure the company adheres to all regulations and maintains good standing with state authorities. This involves monitoring compliance to meet all filing requirements, including deadlines and necessary documentation.

Risk management. Evaluate financial risks and establish controls to mitigate those risks, ensuring the organization is safeguarded against potential financial losses or compliance challenges. Effective planning and implementation are crucial for translating recommendations into tangible results.

Performance analysis & reporting. Utilize techniques and practices to monitor and evaluate the effectiveness of the organization or specific projects, often involving key performance indicators (KPIs) to provide actionable insights.

Financial grant reporting assistance. Navigating the complexities of grant reporting can be challenging for nonprofits and organizations of all sizes. We prepare detailed financial statements, track expenditures, and fulfill reporting requirements tailored to specific grantors.

Custom reporting. Deliver customized financial reporting that offers valuable insights tailored to a business's specific needs and goals. We create bespoke reports that analyze key performance indicators, track financial metrics, and provide actionable recommendations.