Finance Management on-Demand
- Start-up Business Coaching
- Strategic Marketing Plan
- Market Research
- Business Plan Writing
- Finance Management On-demand
- Business Performance Consulting
- Graphic and Web Design
Your WealthBudget Accounting Controller Does:
- Prepare and analyze financial statements.
- Review and evaluate accounting transaction flows.
- Supervise accounting personnel.
- Provide liaison with outside CPAs and bankers.
- Oversee state and federal filings and payments of payroll, corporate and personal property tax.
- Monitor accounting records retention practices.
- Prepare annual, event, special projects budgets.
- Conduct internal audit.
- Revise/develop accounting policy and procedures manual
CLIENT’S BENEFITS
- Reduced labor cost
- Reduced fixed cost
- Reduced accounting cost
- Received on-time financial reporting and analysis
- Eliminated recruiting, hiring, training and separation headache
Your WealthBudget Chief Financial Officer Does:
- Analyze the monthly, quarterly and annual financial statements- P&L, balance sheet, cash flow.
- Track fixed/variable costs.
- Calculate break-even point
- Overhead review and recommendations for cost reduction.
- Monitor compliance with legislative and corporate governing requirements.
- Provide liaison with bankers and tax advisors.
- Participate at client’s management meetings.
- Analyze profit margins per product & service
- Documentation for obtaining funds
- Forecast revenue
- Determine pricing
- Assess organization risk management
CLIENT’S BENEFITS
- Reduced labor cost
- Reduced fixed cost
- Implemented adequate financial control
- Assist in decision-making
- Provide strategic financial insights
- Add credibility to the client’s business by having an executive level of finance expertise on the management team
- Help owners shift focus from peripheral functions toward business development and rapid response to changing market demands