Consulting & Controllership
We Offer Controllership & QuickBooks Consulting
Our Controllership Service is perfect for Connecticut companies needing assistance with financial analysis and regular meetings to discuss financial results and/or to meet requirements of third parties.
These accounting services give you a high level review and analysis of your company’s financial data, so you have better compliance with company accounting policies and procedures.
Our Controllership Service covers accounting and bookkeeping services including:
- Running diagnostic routines on QuickBooks and QuickBooks Online reports
- Reviewing and recommending changes to the Chart of Accounts
- Quarterly internal review of the QuickBooks and QuickBooks Online file
Customized Management Reports
Tell us what you need and your Controller will create and deliver custom management reports as often as needed – such as reports on sales by sales person and vendor purchases.
Customized Financial Reports
Your Controller can create and deliver custom financial reports including budget to actual, comparative departmentalized and/or location, project or jobs reports.
- Systems/procedures implementation and monitoring
- Tie out trial balances/recording journal entries
- Supervision of accounting and bookkeeping staff
- Monthly financial statements
- Budget-to-actual comparison and analysis
- Month-end closing
- Financial statement management review
- Financial forecast/projection
- Analytical review
- Property tax returns
- Bad debt
Collaboration with Your CPA Firm
Need a hand getting information to your accounting firm? We’re here to help you pull together and organize the data your CPA requests. As experienced bookkeepers, we know just what accounting information they’ll require.
What Clients Say
I believe if you want it done right, you have to do it yourself. But when it comes to bookkeeping, I’m completely wrong! The first thing I discovered when I turned responsibility for my books over to Innovative Financial Services is that life would have been much easier if I’d done it when we opened our doors in 2004. I highly recommend Laurie and her team. I look forward to working with her well into the future.