At Boyum Barenscheer, our Client Accounting Services (CAS) department is dedicated to helping your business achieve financial clarity and operational efficiency. Our comprehensive suite of services is designed to meet your specific needs, whether you require regular financial oversight, specialized consulting, or complete outsourced accounting solutions.

Controller Support Tasks:

• Lead monthly financial review meetings to highlight the following financials items:
  • Discussion on large variances month over month and year over year
  • Comparison of actuals to budget** and projected year end based on actuals YTD and budget (if a budget is available)
  • Review any outstanding items and open issues (i.e. clean up projects for old AR & AP)
  • Report on any KPIs determined relevant by management (i.e. gross margin targets, days outstanding for AR)
• Maintain a monthly cash flow forecast**
• Support accounting team with any technical accounting questions on an as needed basis
• Support audit prep, if applicable
• Perform quarterly trend analysis on P&L

** If no process currently exists for this item, we can develop one for an additional fee

Consulting Projects:

• Internal Control Reviews
• Process analysis and/or documentation and update for implementing efficiencies where applicable
• Perform interim controller duties
• Training of new controller and/or accounting staff

Outsourced Accounting Services (CAS):

• Monthly transaction accounting
• Payroll processing
• Sales tax filing
• Balance sheet account reconciliations