Virtual Controller
Our Virtual Controller services provide your business with the expert financial oversight it needs to ensure seamless period-end close processes, strong internal controls, and accurate bookkeeping, compliance and regulatory reporting. Beyond managing the essentials, we focus on delivering insights by analyzing key financial trends and metrics, which we review with your management team. This helps you gain a deeper understanding of your business's financial story, empowering you to make more informed, strategic decisions for growth and success.
What's All Included?
Virtual Controller Services offered by BasePoint CPA are tailored based on your business needs, and may include the following:
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Manage and train existing accounting team
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Oversee accounting operations
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Manage and review month-end close procedures
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Review quality of record keeping
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Prepare monthly interim financial reports
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Management reporting
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Review and implement internal controls
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Oversee tax and regulatory compliance reporting
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Presentation of financial information to stakeholders
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Assist with the hiring and onboarding of full-time Controller
What's The Difference?
The best way to sum it up is that our Virtual Controller services oversee the accounting operations, financial reporting, and the compliance side of your business, whereas our Virtual CFO services integrate financial operations with your strategic plan, and allow for forecasting and performance management systems to help keep a continuous pulse on the progress toward your strategic objectives.
When do I need a Virtual Controller or CFO?
While every business is unique, we’ve found that for companies with topline revenues between $500k and $5M, Virtual Controller and Virtual CFO services offer an ideal solution. These services provide high-level financial oversight and strategic insights without the need for a full-time, in-house finance team. As your business grows beyond $5M and approaches $10M in revenue, you may begin to see increased value in having a dedicated in-house Controller. However, our Virtual CFO services, with ongoing monthly guidance, can still provide crucial support during this transition.
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For businesses making this leap, we can also assist with the recruitment and training of a full-time controller, ensuring a smooth handover of responsibilities. Whether you're navigating growth or preparing for your next financial milestone, we're here to provide the financial leadership you need at each stage.
Summary Of Our Finance As A Service (FaaS) Levels
Our Process
Our goal is to keep things streamlined and straight-forward. Here's how to move forward with our Virtual Controller services.
The purpose of this meeting is to see if we are a good fit for your business, and to get a thorough understanding of what you need for your the financial operations of your Business.
Click Here to schedule your meeting now.
Confirm Your Needs
During our meeting we will learn what is important for your business, and the scope of fractional services needed to accomplish what you need. We will then provide a tailored proposal with multiple options you can choose from. Once approved, we will reach out to make arrangements to get started.
Finance Leadership A Go
You can rest easy knowing that someone is overseeing the financial operations of your business, that your reporting requirements are being met, and that you can have a regular pulse on how your business is doing, based on the financial information, so you can make informed and strategic decisions as your business grows.