Controllership Services & Consulting Advisory Services

Motivation is what gets you started.  Habit is what keeps you going. 
~ Jim Rohn, Entrepreneur

​Leveraging Financial Knowledge, LLC offers over 20 years of industry experience in Accounting, Finance, Business Administration, Controllership, and Project Management roles.   We can help motivate you and create financial and operational habits to drive success. 

---

​The Controllership services that Leveraging Financial Knowledge, LLC offers include:   (All fees Quoted based on scope of client needs.)

 Bookkeeping Services

• Leveraging Financial Knowledge, LLC prefers to work with the client's Bookkeeper 
• In the absence of a client Bookkeeper, Leveraging Financial Knowledge, LLC will engage an affiliate Bookkeeper and Quote services based on client needs to effectively manage costs
• Scope of services available range from Set-up Accounting books, to detailed Monthly Records Maintenance and follow up on Customer and Vendor payments.  ​

Controllership Services

• Monthly/Quarterly Financial Statements
• Monthly/Quarterly Financial Statement Analysis
• Monthly/Quarterly Profit Margin Analysis
• Budget & Cash Flow Reporting
• Cash Management

Entrepreneur Business Services

• Business Plan Development 
• Business Plan Financial Forecasting
• Evaluate Business Entity Selection
• Assist Business Entity set up
• Assist identifying vendors for business infrastructure needs
• Business Advisory Services

Chief Financial Officer (CFO) Services

• ​​All Controllership Services
• Semi Annual Tax Liability Review
• Annual Benchmarking
• Annual Audit Documentation Preparation
• Process Review & Control Analysis
• Policy & Procedure Review & Development
• Business Advisory Services

---

Affiliate Partner

Management Consulting & Advisory Services
​
Kirk P. Walters
The Walters Group, LLC
4355 East Campbell Road
Pennsburg, PA 18073
267-377-7240
[email protected] ​

the Walters Group LLC