Innovative Financial Services
Innovative Financial Services


Our Services

QuickBooks® Consulting Services:
Our Controllership Service is aimed at companies that need assistance with financial analysis, want regular meetings to discuss financial results and/or to meet requirements of third parties. This service includes:

Customized Management Reports, such as sales by sales person or vendor purchases. Tell us what you need or want to see and your Controller will help create and then deliver a custom management report to you as often as you need.

Customized Financial Reports, such as budget to actual, comparative departmentalized and/or location, project or jobs reports. Tell us what reports you need and your Controller will help create and then deliver a custom financial report to you as often as you need.

  • Systems/proceduresimplementation and monitoring
  • Supervision of accounting and bookkeeping staff
  • Month-end closing
  • Monthly financial statements
  • Budget-to-actual comparison and analysis
  • Financial statement management review
  • Financial forecast/projection
  • Collaboration withCPA firm
  • Financial statements
  • Analytical review
  • Budget-to-actual comparisons
  • Financial projections
  • Fixed asset accounting
  • Loan and lease accounting
  • Property tax returns
  • Bad debt