Controllership Services & Consulting

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 good 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.)

Set-up Bookkeeping Services

• Chart of Account Design & Review
• Load Customer Database  
• Load Vendor Database
• Ensure Vendors are Documented (W-9, etc.)
• Obtain Customer Contracts & Set-up Billing
• Set-up Invoice and Reporting Templates
• Post Customer & Vendor Invoices
• Complete Initial Bank Reconciliation​

Bookkeeping Services

• Monthly Records Maintenance**
• Reconcile bank and credit card statements
• Document new vendors (W-9, etc.)
• Add new customers and vendors 
• Review contracts and set up customer billing
• Process new customer and vendor invoices
• Apply customer deposits to invoices
• Review and process vendor payments 
• Run AR aging Reports for Unpaid Invoices
• Follow up with customers for payment

                                               **Quickbooks Online

Controllership Services

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

Chief Financial Officer (CFO) Services

• ​​All Controllership Services
• Semi Annual Tax Liability Review
• Annual Benchmark (expenses per industry)
• Annual  Audit Documentation Preparation
• Process Review & Control Analysis
• Policy & Procedure Review & Development

---

Affiliate Partner

Management Consulting & Advisory Services
​
Kirk P. Walters
The Walters Group, LLC
4355 East Campbell Road
Pennsburg, PA 18073
267-377-7240
kirk@waltersgroupllc.com ​

the Walters Group LLC