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                                                                               Precision.  Quality.  Perseverance.

Virtual Financial Controller (VFC)                                               (888) 827-9787

 Monthly Surprise?
JDT Associates can help.

Client Specific Controller Services:

  • Inventory
  • Capital Assets
  • Prepaid Expenses
  • Accrued Expenses
  • Accrued Payroll
  • Deferred Revenue
  • Work In Process (WIP)
  • Salary & Compensation
  • Bonus and Commission Plan Design Assistance
  • Cash Management
  • Accounting System Establishing and Maintaining
  • Internal Controls Establishing and Managing
  • Assistance with Forecasting
  • Customer Analysis Reports
  • Major Expense Analysis
  • Accounts Receivable and Accounts Payable Management
  • Shareholder Presentation Preparation 


    Management Specific Controller Services: 

    • bank financing
    • cash flow management
    • business plan assessment
    • budget development
    • strategic business planning
    • succession planning
    • economic navigation  


      Key Deliverables of a VFC to:

      • Cash & AP Mgmt - Detailed cash flow forecast to CEO.
      • Close Mgmt - Oversea in-house & outsourced accounting staff to close the books quickly & accurately.
      • Dashboard Reporting - A standard set of ratios both financial & non-financial and provide to management monthly.
      • Budgeting & Flux Analysis - Management of overall budget creation process. Monthly or quarterly budget versus actual reporting. Monthly flux analysis. HELPS THE BUSINESS SPOT PROBLEMS BEFORE IT'S TOO LATE. DOCUMENTING VARIANCES.
      • Equity Mgmt - Manage issuance of company shares and options, and maintain proper accounting for all equity transactions.
      • Payroll & HR - Maintaining a cloud based timekeeping and payroll system. Provide HR services such as onboarding and offboading employees.
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