Are your income statements, balance sheets, and projections of future earnings and expenses up to date, accurate and clearly understood, or are they a mystery? Do you have monthly financial statements to review? Do you understand them? Accounting is the specialized language of all successful businesses. A Controller will help make sense of the universal accounting language.

Your company's success depends upon how you manage and control the financial aspect of your business. A growing new business eventually has financial and legal requirements outside the scope of normal, routine bookkeeping. For these requirements you will need a Financial Controller or Chief Financial Officer.

What is a Financial Controller?

A Controller analyzes and develops timely and accurate financial information, enabling the company to deliver and improve its future overall performance. Traditional accounting and financial functions act as rear-view mirrors, measuring past performance. Controllers are forward-looking, acting as business headlights. From the article "Controllership: The Other Accounting Career," by Dr. Brian Patrick Green, CPA. Professor of Accounting and Director of Controllership, University of Michigan, Dearborn.

Financial Controllers direct the preparation of financial reports, such as income statements, balance sheets, and projections of future earnings and expenses, that summarize and forecast the organization's financial position.

Who needs a Financial Controller?

You're a perfect candidate if:

  • You'd like an accounting system set-up or modified for you that will provide the financial information you need to manage your new and growing business
  • You've been so busy working in your new business venture you aren't sure if it's profitable or not
  • Your credit line is a mystery or you view it as a moving target
  • You look back over the past months of your existing business and wonder where the money went
  • You wonder if your business will have enough operating funds for the next twelve months
  • You're so busy it seems as if tax time and its complex forms sneak up on you

What clients are saying:

Every business owner must have someone on their team that helps them manage and control the financial aspect of their business...but not all businesses can afford a full time professional accountant, accounting manager, controller or CFO. Mary Ann Wetzork has been helping entrepreneurs and small business owners get a solid grip on their accounting systems and processes for many years. Mary Ann knows how to make a business profitable with sustainable cash flow...and help keep it that way!
Jim Horan, President, The One Page Business Plan® Company

Mary Ann is great at organizing a complicated situation, getting the accounting operations up and running, and providing meaningful financial statements and cash flow projections to both the client and the CPA. It was very beneficial for my new client to have someone beyond a bookkeeper, who also has financial consulting abilities.
David Arrick, CPA, Boas & Boas LLP, San Francisco

Mary Ann designed and implemented a turn-key accounting system for my firm several years ago. She set up my books in QuickBooks and trained me in the basics of bookkeeping. Because she has such a breadth of accounting experience, she was able to develop a set of practical, straightforward, and most importantly, maintainable bookkeeping procedures for me. Now, with minimal upkeep and modest ongoing costs, thanks to Mary Ann, I have a set of books that are so clean I could eat off them.
Brent L. Williams, President, Future Perfect Studios, Inc., San Francisco

ABOUT US CONTACT US