CFO / Controller on Demand

CFO / Controller on Demand CFO / Controller on Demand
Business & Accounting Consultant

I provide Accounting / Controller / CFO and Financial consulting services on demand for small businesses. I have the expertise, broad knowledge and diverse hands-on experience, with a proven ability to identify areas that need improvement or overhaul, envision a future state, and systematically implement a solution. I possess superior skills analyzing data and creating a reporting system instrumen

tal in making critical business decisions. I have a solid record of slashing operational cost and increasing profit margins, improving organization’s productivity, streamlining all aspects of accounting and optimizing budget.

* Are you looking for a clear financial picture of your business?
* Are you looking to bring your receivables down to Net 30?
* Do you need to organize and prepare your finances for taxes?
* Do you need help to prepare for an IRS or an acquisition audit?
* Do you need help with creating Financial Reports?
* Do you need to clean up bank reconciliation discrepancies?
* Do you need help in month end and year end closings?
* Do you need to convert to Accrual accounting?
* Do you need help setting up next years Budget?
* Do you need to streamline operations and workflow?
* Do you wish you could automate invoicing?
* Do you need help in reconciling IOLTA accounts?
* Do you need help in Quickbooks set-up?
* Do you need help in Quickbooks data clean-up?

As our favorite time of the year is yet again here, it is also a perfect time to think "TAXES"!I know April 15th seems f...
12/12/2025

As our favorite time of the year is yet again here, it is also a perfect time to think "TAXES"!

I know April 15th seems far away, but it will be here before we know it.

January is the BEST time to start preparing your 2025 financials to be a head of the game comes April.

Let me HELP you:
*Set-up QuickBooks (Desktop or Online)
*Enter 2025 transactions from Bank, Credit Cards, and other expense
*Reconcile all accounts
*Prepare Misc-1099 if you have consultants working for you
*Prepare financials and year end reports for the CPA
*Help prepare for IRS Audits or Tax Amendments
*Review and fix your current QB File
*Evaluate your business and finances
and more...

MOST importantly, I can best guide you how to cleverly, yet, properly write off all possible expenses to the maximum. As the result, pay less taxes at the end of the year.

I am happy to chat if you want to learn more about how I can help you.

Please feel free to call 617-816-5894 or email me at [email protected]

Happy Holidays and I hope to hear from you!

12/18/2023

CFA/CPA Charles Renwick walks through this tax-saving secret.

12/11/2023

BLACK FRIDAY ☆ 70% off for 3 months* ☆ Ends 11/26. QuickBooks Online is designed to help you manage your business finances with ease.

Begin your year on the right foot!!! Start tracking your business with Quickbooks Online!
12/11/2023

Begin your year on the right foot!!! Start tracking your business with Quickbooks Online!

BLACK FRIDAY ☆ 70% off for 3 months* ☆ Ends 11/26. QuickBooks Online is designed to help you manage your business finances with ease.

12/05/2023

Please share with your friends 😍

I know April seems far away, but it will creep up on us before you know it. Now is a great time to start Tax preparation to be one step ahead of the game and make it easier in the upcoming Tax season.

Here is what I Specialize in and what I can Help you with:

- Setting up QuickBooks and Chart of Accounts for small businesses and self proprietors
- Clean-up QuickBooks, bank and credit card reconciliations, audits
- Identify issues with Financials and help resolve them, implement accounting policies and set-up internal controls
- Build accounting functions, streamline operations and implement systems for companies' growth-stages and strategic initiatives
- Data migration, QuickBooks integration with third party Software
- Build dashboard charts, graphs and analytical presentations

If you are in need with any or all of the above, or would like to have a call and see how I can be of assistance, please do not hesitate to reach out. 617-816-5894 or send an email to
[email protected]

Address

Needham Heights, MA
02494

Telephone

617.816.5894

Website

Alerts

Be the first to know and let us send you an email when CFO / Controller on Demand posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CFO / Controller on Demand:

Shortcuts

Share

Category