Our Services
CFO and Controller Services in Kansas City
Fractional Controller Services in Kansas City
Controller Services
Understand Business Performance and Make Informed Financial Decisions

Oversee monthly close
We manage the monthly close process, finalizing and reviewing all financial activity to ensure accuracy and completeness in reporting. This includes reconciling accounts, recording transactions, making adjusting entries, and generating financial statements, providing a clear and accurate picture of your financial position.

Monthly top-level accounting review
We conduct a thorough review of your profit & loss statement and balance sheet to ensure consistency and accuracy. Additionally, we establish clear accounting procedures and checklists to prevent information loss, ensuring repeatability and consistency for current and future employees.

Management of accounting team
We provide ongoing leadership and oversight for your existing accounting staff through regular meetings and guidance. Our support ensures alignment with financial goals, improved accuracy, and consistent execution of accounting processes.

Year-end closes and tax filing preparation
We prepare your financials for year-end by verifying the accuracy and completeness of the profit & loss statement, balance sheet, accounts receivable, accounts payable, and 1099 vendor information. This ensures your business is fully ready for tax filing and meets all compliance requirements.

Regular dashboard reporting
We deliver regularly updated dashboards featuring the Key Performance Indicators most relevant to your business. These reports provide clear, real-time insights into financial and operational performance to support faster, data-driven decision-making.

Payroll systems review & journal entries
We ensure accurate integration between your payroll and accounting systems by verifying data flow and recording payroll journal entries in the correct periods. Our services include managing general ledger account mapping and maintaining accurate balance sheet PTO liabilities for clean, compliant financials.