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Services

Capabilities, not rigid packages

Choose the accounting and financial expertise your business needs today, with room to add support as you grow.

01

Start here

Assess & clean up

Every new engagement starts with an initial financial assessment, and cleanup where it’s needed, so ongoing work is built on reliable numbers.

02

Choose any

Pick your capabilities

Accounting, Controller, CFO and Tax can be combined or engaged separately. Accounting is not required to use Controller or CFO services.

03

Grow with us

Add as you grow

Start with what you need today. Add capabilities as your business grows. We build the finance support around your business — not the other way around.

Accounting Services

Keep the day-to-day financial work moving.

A/P, A/R, invoicing, collections, cash application, payroll and transaction processing — handled consistently, so the work gets done on time and the books stay current.

Details

Payables

  • Vendor setup and maintenance
  • Entering and processing vendor bills
  • Preparing A/P payments for your approval

Receivables

  • Customer setup and maintenance
  • Customer invoicing
  • Cash application
  • A/R aging maintenance
  • Collections administration

Transactions & payroll

  • Bank and credit-card transaction coding
  • Daily / weekly transaction monitoring
  • Payroll processing (with your payroll provider)

Controller Services

Make sure the numbers are right — and get them when you need them.

Close, reconciliations, journal entries, financial reporting, budgeting, controls and operating-tax compliance. Available on its own, without outsourcing your day-to-day accounting.

Details

Reconciliations & close

  • Bank, credit-card and balance-sheet reconciliations
  • Journal entries, accruals and prepaids
  • Fixed-asset accounting
  • Month-end close, on a defined calendar

Reporting & budgeting

  • Financial statements: income statement, balance sheet, cash flow
  • A reporting package formatted to how you manage
  • Budget preparation and budget-vs-actual review
  • Management financial reviews

Controls & compliance

  • Accounting policies and internal controls
  • Close-process improvement for speed and accuracy
  • Payroll tax, sales / use tax and 1099 filings
  • Coordinating clean information and deadlines with your tax professional

CFO Services

Understand what the numbers mean — and what’s ahead.

Forecasting, cash flow, dashboards and scorecards, KPIs, strategic planning, financing, banking, acquisitions, expansion, investor and capital planning, valuation and sale readiness.

Details

Forecasting & cash

  • Rolling financial forecasts, updated with actuals
  • Cash-flow forecasting and cash management
  • Scenario modeling for growth, staffing, pricing and capital

Performance & insight

  • KPI dashboards and management scorecards you can share with your team
  • Connecting operating drivers to financial results
  • Pricing and profitability analysis
  • Interpreting results and owner / CEO advisory

Capital & transactions

  • Banking relationships and financing discussions
  • Debt, financing and capital-structure analysis
  • Investor reporting and fundraising support
  • Acquisition analysis and diligence support
  • Valuation, sale readiness and exit planning

Tax Services

Bring tax expertise into your financial decisions.

Income-tax preparation, tax planning, tax strategy and specialized tax support, delivered by FFW tax professionals working closely with your Controller and CFO.

Details

Planning & strategy

  • Business tax planning
  • Tax strategy tied to your financial decisions

Preparation & filing

  • Federal and state income-tax returns
  • Specialized support on payroll, sales / use and information-return questions

Support

  • Tax notice support
  • Records and financial information supplied by your Controller

Financial Cleanup & Reconciliation

Get your financial house in order.

For financial information that is unreliable or incomplete: reconcile accounts, correct historical issues and establish a clean foundation for ongoing reporting.

Details

Assessment

  • An initial financial assessment of scope, risks and starting condition

Cleanup

  • Historical bank and credit-card reconciliation cleanup
  • Chart of accounts / GL mapping review, so reporting is useful
  • Historical balance-sheet cleanup

Foundation

  • Reliable opening balances
  • A clean starting point for ongoing Accounting, Controller and CFO work

Not sure where to start?

Tell us about your business and we’ll help you figure out which capabilities fit.

Let's Talk About Your Business