Client Controller The PastAbout your Controller Top Responsibilities
- Tax Planning
- Tax Preparation
- Tax Projections
- Financial Optimization
- Compliance Oversight
- CSM Support
- Optimize income and expense presentation
- Present tax saving opportunities
- Monitor business compliance requirements for timely filing
- Create customized tax strategy aligned with the business’s and owner’s financial goals
- What are the tax implications of taking a distribution?
- Can I write off my vehicle?
- Can a rental property offset ordinary income?
- What tax savings opportunities am I missing?
- How can I reduce my taxable income before year end?
- Do I have enough money set aside for taxes?
Decoding the Responsibilities of a Controller
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Fractional Controller
Decoding the Responsibilities of a Controller
So, what does a controller do? Understanding the role of a controller is essential in all businesses as it ensures that the company's financial.....
What is a Fractional Accounting Team?
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Fractional Accountant
What is a Fractional Accounting Team?
As your company continues to grow, the challenges and complexities of managing the books and business will grow exponentially along with it. To protect all of your business's behind-the-scenes finances......
Client Service Manager The PresentAbout your CSM Top Responsibilities
- QuickBooks Online
- Payroll Administration
- Income Management
- Expense Categorization
- Receipt Capture
- Financial Statements
- Maintain financial data to foster confident business decisions
- Optimize expense and income categorization for tax savings
- Execute payroll to eliminate errors and penalties
- Prepare precise financial statements for owners, lenders, or potential buyers
- Can you help me with this QBO invoice or payment?
- Can you add our new employee to payroll?
- Can you change a payroll deduction for an employee?
- What is the best way to track expenses when there are multiple cardholders?
- Is it better to put this meal expense in Meetings or Meals and Entertainment?
Client CFO The FutureAbout your CFO Top Responsibilities
- Growth Strategy
- Cashflow Management
- Profit Maximization
- Succession Planning
- Accountability
- CSM and Controller Support
- Implement strategies for business goal achievement
- Increase business value for future events
- Minimize and constrain business expenses
- Optimize business processes, team members, services, and pricing
- How do I compare to other businesses in my industry?
- How can I improve my net profit?
- How much should I pay myself as the owner?
- Can I afford to hire a key team member?
- Should I open a second location?
- How should I offer benefits to my employees?
The Fractional CFO: The Secret to your Business' Success
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Fractional CFO
The Fractional CFO: The Secret to your Business' Success
Hiring a full-time CFO might not always be the best option when your organization needs more hands-on financial management and guidance. It could come with a lot of drawbacks, not just advantages..