Editorial sample prepared for this design concept. Not authored or endorsed by SG&A. General communication guidance, not accounting or legal advice.
Start with the responsibilities.
What work sits with the controller today? An initial conversation can identify the monthly close, reporting, systems, budgeting and staff responsibilities involved. A clear description helps the firm understand the question.
Avoid assuming that a job title describes every task. The point is to explain what the business needs to keep moving.
Describe the timing.
Explain the transition and any known reporting dates. If there is an overlap period with the current controller, mention it. If the position is already open, say so.
These are facts for the initial discussion; the firm will determine whether and how it can assist.
Introduce the team and systems.
Describe the people responsible for bookkeeping, payables, payroll and reporting, and the accounting software in use. You do not need to send sensitive records to make a first inquiry.
Ask the office how to share documents securely once it has reviewed the matter.
Agree the next step.
SG&A’s published interim controller service covers closings, reporting, systems, staff support and budgets. Which of these belongs in a particular engagement depends on the business.
The initial conversation should establish what further information is needed and how the proposed work would be defined.