CFO/Controller Services

Each month, in addition to receiving a basic financial package, the executive team or owner is presented with key financial information during a financial review meeting conducted by e:countable’s Controller or CFO. You now have access to the same guidance and coaching by an accounting professional as large companies do, just on a fractional basis. Our high-level financial review meetings, whether virtual or in person, bring perspective to the results of your organization’s operations. In these meetings we discuss your profit and loss, balance sheet and cash flow statements. We review trends identified in comparative financial statements, departmental and budget-to-actual reports. We also calculate and present financial ratios to provide insight into the financial health of your organization. In addition, we will prepare customized KPI’s based on your organization, industry benchmarks, and management team needs. We utilize trends within your organization as well as external trends to provide recommendations to help your organization stay on track to meet your short and long-term goals. As our client, you have the option for us to conduct financial review meetings with you monthly or quarterly. Reviewing financial information regularly is critical to assessing the financial health of your organization and maintaining a competitive edge in an economic environment that is continually changing.