Accounting Controllership – The Growth Package

Strategic Accounting Oversight for Greater Performance

Squarely rooted in accounting management, Controllership bridges the gap between the day-to-day of basic bookkeeping and the long-term complexities of the CFO Role. Whether you have a formal Controller on staff, or simply want your organization to run as if you do, TP4 Advisors can serve as a vital resource for your financial management.

Accounting Controllership for Advanced Management of Your Financial Operations

Well beyond basic bookkeeping, Accounting and Controllership Programs & Supervision require broad and deep expertise. Our Advanced Accounting Management package covers the bases, from regular periodic transactions and reporting, to staff training and management. We deliver individual services as needed, but we also offer a comprehensive package that includes

Everything in the accounting Foundations Package (found here) plus

• Accrual bookkeeping services
• Cloud-based QuickBooks access
• Financial simplification plan and tracking
• Weekly bank account reconciliation
• Weekly credit card reconciliations
• Code and enter expenses into QuickBooks
• Check writing – processing/bill payment
• Invoicing
• Payroll processing and submission to payroll provider
• Income recognition into QuickBooks
• Revenue analysis
• Cash flow analysis
• Budget development and monitoring
• K.P.I. / Metrics development
• Balance sheet reconciliations
• Specialist month-end reporting
• Multi-location operations
• Implement 180-day roadmap
• Finance/accounting personnel coaching – leadership
• Onsite specialist support, as needed
• Monthly financial statement preparation and presentation

o Income statement
o Balance sheet
o Statement of cash flows

• Customized financial reports
• TP4 Partner monthly review

Building Blocks: Basic Bookkeeping

If this sounds like you’re skipping some steps, please review our Bookkeeping and Accounting Services. It’s always best to start at the beginning, and as your trusted advisors, we will always let you know when you’re missing something and when you’re ready for the next step.

Executive Perspective: CFO Guidance

There’s one more step. If you have a handle on your tactical finance management practices, you may be thinking about the highest level of evolution or transformation of your company, as well as the nitty-gritty of optimizing your financial management. If you are reaching the highest strategic aspirations, please take a look at our CFO Guidance offering.

Contact us today for a confidential conversation: 513.489.4874