Office Manager/Controllers/CFO

Spend your time making a difference

In today’s businesses, Office Managers, Controllers and CFOs are viewed as some of the most highly valued organizational leaders—and are accountable for much more than the finance.

As such, time becomes your most valuable resource. With more of it, you could focus on activities that make a difference. You know, the ones where you aren’t getting bogged down by tactical day-to-day minutiae or training someone only to have them leave right when they finally grasp the concept.

As your partner, we can take on these and other time-consuming to-dos. We ensure continuity, so you can repurpose your energy on tasks worthy of your experience, training, and expertise.

With expertise in the dental, professional services, construction and real estate industries, we know how the records should look and when they are needed. Our proactive approach delivers what you need, when you need it.

We will work with you to tailor a work plan that fits your needs. Tasks that we can take on include:         


  • Development and maintenance of standard operating procedures for the accounting department
  • QuickBooks consultation, set-up, training, and support
  • Accounting cleanup
  • Accounting systems automation and streamlining
  • Full cycle accounting
  • Month-end closing and reporting
  • Forecasting and budgets to actual
  • Accounting data analytics
  • Year-end workpaper preparation of independent auditors
  • Compiled or reviewed financial statements
  • Year-end workpaper preparation for independent audits or reviews

Let us know how we can take on the tasks keeping you from doing the work that really matters. Contact us today.