Controller & CFO Services

As your business changes each year, you can have confidence you will always have trusted partner to assist you along the way.  All Full-Service Accounting clients receive the CFO Report and free consulting as part of the basic service package.

If you are in need of a one-time consulting project such as preparing for your first audit, securing a business loan, or navigating regulatory grant compliance AlpineCFO has the experience to meet your business needs.

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Controller Services

controller is an individual who has responsibility for all accounting-related activities, including high-level accounting (and internal controls), managerial accounting, and finance activities, within a company.  The duties of a controller include assisting with the preparation of the operating budgets, overseeing financial reporting and performing essential duties relating to payroll.

At AlpineCFO with have extensive experience in controller roles at large and small companies.  Some of the controller projects we can help our clients with include:

  • Re-creating historical accounting reports
  • Preparation and/or management of your financial statement audit, exam, or review
  • Regulatory reporting and related compliance activities
  • Hiring, training, or managing your in-house accounting staff
  • Designing and implementing internal controls
  • Budget preparation

Chief Financial Officer (CFO) Services

A chief financial officer (CFO) is the senior executive responsible for managing the financial actions of a company. The CFO’s duties include tracking cash flow and financial planning well as analyzing the company’s financial strengths and weaknesses and proposing corrective actions.

At AlpineCFO we have the experience to lead your small business and charity to ensure you have the financial perspective and information to make the best decisions for your company.  Some of the CFO projects we help our clients with include:

  • Financial modeling and/or multiple year financial plan
  • Design and setup of reporting on Key Performance Indicators (KPIs)
  • Service, product, or equipment ROI decision making analysis
  • Custom Bank or Board Slide Decks
  • Meetings with Bankers or Board of Directors
  • Assistance in obtaining financing
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