Small business leverages interim controller services to move their business forward

Challenge

A professional service firm needed to move their business into the next phase. It required more financial analysis and strategy that had yet to be developed internally.

Solution

Supplementing the firm’s internal resources with controller services from our outsourced accounting team enabled the company to analyze business and industry trends and KPIs. We performed financial analysis and created a strategy that helped them make better and more informed business decisions.  

Outcome

As the firm didn’t need a full-time controller, BerryDunn’s controller services were the optimal solution. We were able to do a complete analysis of their financials, design and optimize month-end closing procedures, and assist with cash flow management forecasting and budgeting. They have experienced double digit growth year after year and a successful business acquisition, and continue to use our controller on a rolling basis.

Added services now include performing complex GAAP accounting scenarios, facilitating the year end audit with an independent auditor and high-level financial due diligence assistance. BerryDunn also provides on-going tax structuring advice, state tax nexus analysis, quarterly tax planning, and tax preparation services, all of which are collaborated in-house.