What you need is a fractional or working CFO or controller for oversite and to push the team for funding/goals, etc. and most likely an analyst (bookkeeper) . The analyst would handle mainly the operations with the expectation that the CFO and controller will also be handling some of those objectives. I don’t think you’ll need the whole crew full time. But it depends on your volume. Let me know if you want some free advice
I have done all of those things in some capacity (I refuse taxes). I leave it to the CPA/fractional controller. I offer these services including clean-up and ongoing bookkeeping. As well as an hourly for project based (budgeting and cash flow creation, SOP procedures, etc.) What accounting software are you using? And how many transactions per month?
What you need is a fractional or working CFO or controller for oversite and to push the team for funding/goals, etc. and most likely an analyst (bookkeeper) . The analyst would handle mainly the operations with the expectation that the CFO and controller will also be handling some of those objectives. I don’t think you’ll need the whole crew full time. But it depends on your volume. Let me know if you want some free advice
https://calendly.com/gjkunatz/30min
I have done all of those things in some capacity (I refuse taxes). I leave it to the CPA/fractional controller. I offer these services including clean-up and ongoing bookkeeping. As well as an hourly for project based (budgeting and cash flow creation, SOP procedures, etc.) What accounting software are you using? And how many transactions per month?