A business can need financial expertise before it hires a full-time controller, or during a change in the role.
John E. Morin, CPA offers controller services on a part-time or temporary basis. The conversation starts with the responsibilities your business needs covered and the accounting work already in place.
Make the responsibilities clear.
Describe the people who maintain the records, the reports management uses and the decisions those reports need to support. That gives the practice a basis for discussing where controller support could fit.
The right scope begins with a clear view of the work.
Connect the accounting work.
The firm’s broader services include accounting and bookkeeping, cash-flow analysis, financial statement preparation, and help hiring and training accounting personnel.
- The records: what is maintained, by whom and how often.
- The reporting: what the business needs to understand.
- The people: the responsibilities inside the business.
- The timing: ongoing support or a defined transition.
Bring the situation into focus.
Perhaps a role is changing, the business needs more financial oversight, or management wants to discuss its reporting. Describe what has prompted the request and what is already being handled.
Agree the work together.
The practice can discuss the responsibilities, service scope, timing and fees for a possible engagement. Controller support is one part of the service offering; it does not automatically include every reporting, tax or bookkeeping service.
The practice will confirm the service scope, timing and fees before an engagement begins.