10/16/2026
Is your accounting / finance department ready for year end?
I am wrapping up a nine month accounting engagement and am now available to help another company improve their accounting function.
THE CHALLENGE:
A company needed an interim controller after their current controller left unexpectedly with limited process documentation.
THE OBJECTIVES:
Keep the accounting function running, improve current processes, speed up the close, and prepare documentation and training for a successful transition to a new controller.
THE RESULTS:
✓ Documented key processes and procedures.
✓ Identified, documented and implemented key tasks to speed up the close.
✓ Improved current processes.
✓ Identified future improvements to be done after the engagement.
✓ Helped prepare new controller for success.
THE LESSON:
Be sure you have your processes and procedures documented in case someone leaves unexpectedly.
Be sure to hire someone with the skill set for this situation. Not everyone can come into a mess and get the trains running and improve processes.
With year end approaching, now is the time to consider your accounting team's readiness.
Let's connect and talk how I can help!
-Jeff