CFO OUTSOURCING

Bookkeeper - A person who records the day-to-day financial transactions of an organization. A bookkeeper is usually responsible for writing the "daybooks". The daybooks consist of purchases, sales, receipts, and payments. The bookkeeper is responsible for ensuring all transactions are recorded in the correct day book, supplier’s ledger, customer ledger and general ledger. Bookkeepers typically have an associate’s degree and or bachelor’s degree and may be certified by the American Institute of Bookkeepers (AIPB) or be a member of the QuickBooks ProAdvisor community. Bookkeepers could work remotely or from the client’s location.

Staff/Senior Accountant - Staff accountants perform their duties while typically being supervised by a certified public accountant (CPA), director or controller. They are responsible for the provision of general ledgers, records, and financial reports, the preparation and analysis of budgets, and the performance of general bookkeeping. Usually, billing activities, such as accounts receivable and accounts payable are expected to be performed by staff accountants. Our Staff accountants are require to have completed a bachelor degree program in accounting and possess a minimum of 3 years of accounting experience; such hands-on experience could be garnered in a previous job or through participation in an internship program. Some staff accountants are QuickBooks Certified and typically have the experience working with at least one software accounting system.

Controller - The controller position is accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles or international financial reporting standards if required. The controller should have a Bachelor's degree in accounting or business administration, or equivalent business experience and 10+ years of progressively responsible experience for a major company or division of a large corporation.  Preference will be given to candidates with the Certified Public Accountant or Certified Management Accountant designations.

CFO - The chief financial officer position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. The chief financial officer should have a Bachelor’s degree in accounting or business administration, or equivalent business experience and 10+ years of progressively responsible experience for a major company or division of a large corporation.  Should have experience in partnering with an executive team, and have a high level of written and oral communication skills. Preference will be given to candidates with an MBA in Finance and the Certified Public Accountant or Certified Management Accountant designations.