Principal Consultant Andrew Kephart, with more than a decade of general accounting, auditing, and consulting experience, and practicing CPA, helps his clients no matter what phase of business they are in. Whether they are in need of a fractional CFO or controller, help preparing for an audit, or just need bookkeeping, Keprock is equipped with the right skills, experience, and education to solve the most challenging accounting problems.
What level of service do you need? One thing that all businesses have in common is that they need to make informed decisions based on accurate and up-to-date financial data in order to be successful. In some instances, companies cannot afford to support full-time resources to provide the financial data and forecasting that an experienced CFO or Controller would create. That is when they would turn to an outsourced accounting option for help. It is typical for businesses to hire a fractional CFO to prepare financial statements, when in fact, what they need is a part-time Controller and/or Accounting Manager combination. Here are some guidelines:
Fractional CFO Services:
• Providing financial projections, forecasts, and budgets
• Planning and implementing growth strategies
• Focusing on key financial elements rather than the day-to-day
• Cash flow forecasting
• Tracking key performance indicators
• Treasury management
Fractional Controller Services:
• Producing monthly financial reports – balance sheet, profit & loss
• Preparing budgets and financial plans
• Setting up internal controls, policies, and procedures
• Cash management
• Overseeing audit preparation
• Managing and training staff accountants and bookkeepers with best practices
• Assistance with software system implementations and upgrades
• Expert guidance with QuickBooks Online, CMIC, Yardi and Sage products
Bookkeeping
• Books clean up & account reconciliation
• Monthly bookkeeping, including payroll processing
• QuickBooks Online Setup & Training