Financial Reporting & Budgeting

Services	Accounting Information Systems Design	Virtual Controller & CFO Advisory Services	Controller Full Service	Full Charge Bookkeeping	Regular Bookkeeping
Is the entire process/workflow reviewed, adjusted and documented?	Y		Y
Generate all FS => P&L, BS, CF, TB for all entities & locations			Y	Y	Y
Review MTD/YTD performances for CY & PY, identify changes, trends		Y	Y	Y	Y
Generate TB Flux Analysis to identify & monitor performance trends		Y	Y	Y
Generate Ratio Analysis - Balance Sheet & Income Statement		Y	Y	Y	Y
Liquidity			Y		Y
Financial Leverage			Y
Efficiency			Y		Y
Profitability			Y		Y
Market Value			Y
Segment Reporting & Budgeting - analyze by department, location, project, business line
Review Labor Efficiencies & Break Even Points		Y	Y
Build/Review Quarterly Budgets & Projections for each entity/location		Y	Y
Provide FS to lenders & bankers, loan covenant compliance - answer any questions			Y	Y	Y
Design & implement metrics to measure trends & catch inefficiencies.		Y	Y
Train, coach, counsel, mentor, manage Accounting Lead		Y	Y	Y