CHELMSFORD, MA / ACCOUNTING, TAX & ADVISORY
A steady hand
through business change.
From the monthly close to a controller transition, SG&A connects the financial work with the decisions ahead.
THE WORK, CONNECTED
The everyday work.
The bigger decisions.
Six connected services, from financial statements and tax returns to the systems, people and planning behind a business.
Accounting & financial reporting
From the general ledger to the financial statements.
02Tax planning & preparation
For businesses, individuals, estates and trusts.
03Estate & financial planning
Working alongside the other advisers in your life.
04Management advisory
A clearer view of a business decision.
05Accounting systems
Useful information begins with the right systems.
06Interim controller
Continuity when the finance function needs support.
WHEN THE BUSINESS IS IN TRANSITION
A controller’s perspective.
When you need it.
Explore the work an interim controller can support. The actual engagement starts with your business, team and priorities.
Inside the service01 / THE WORK
Close the books. Keep the work moving.
The firm’s interim controller service includes supervision of monthly closings and annual reporting. The starting point is understanding the current process, responsibilities and deadlines.
- Monthly closings
- Annual reporting
- Coordination with the accounting team
02 / THE WORK
Make the information useful.
SG&A’s published controller and consulting services include designing and implementing financial systems, as well as accounting-software selection and support.
- Financial systems
- Accounting software
- Training and support
03 / THE WORK
Support the people doing the work.
Interim controller work can include training and supervising accounting staff during a business transition. Discuss the team’s responsibilities and the support needed.
- Staff training
- Supervision
- Transition support
04 / THE WORK
Connect the numbers to the next step.
Budget preparation is part of the controller service. Management advisory work also includes forecasts, projections and cash-flow review.
- Budgets
- Forecasts and projections
- Cash-flow review
THE PEOPLE BEHIND SG&A
Start with
a direct conversation.
Brian Stafford and David Gaudet are the primary engagement contacts described on the firm’s original website. The accounting and administrative team supports the work around them.
Get to know the firmProfessional roles from the firm’s published directory.
PERSPECTIVES
A useful place
to start thinking.
Two sample pieces that introduce the work before a first conversation.
Before the controller
seat changes hands.
Questions for a first conversation about continuity in the accounting function.
Read the note ILLUSTRATIVE SCENARIOA transition.
A close that still has to happen.
A fictional example of how an interim-support inquiry can take shape.
Explore the scenarioA FEW PRACTICAL QUESTIONS
Before we talk.
Can you help during a controller transition?
Yes. Interim controller support is a published SG&A service, including monthly closings, reporting, budgets, systems and staff supervision. Contact the office to discuss the actual scope.
Does the firm serve individuals as well as businesses?
Yes. Tax work includes individuals, businesses, fiduciaries, estates and gifts. The firm also works alongside other professionals on estate and financial planning.
Can you help with accounting software?
Yes. SG&A lists accounting-system evaluation, selection, installation, training and support among its consulting services. Its published experience includes QuickBooks.
How do I start a conversation?
Contact the Chelmsford office with a brief description of your question. Ask the office how to share financial records securely. This concept’s form and guide are demonstrations.
LET’S START WITH THE QUESTION
What’s changing
in your business?
Tell us about the reporting, tax or business question in front of you. We can discuss the next step together.
Contact the office978-250-0300