Virtual Controller & Fractional CFO Services
A Virtual Controller or Fractional CFO advisory service delivers advanced accounting and financial expertise at a fraction of the cost of a full‑time hire. With this model, small businesses gain access to high‑level financial leadership that strengthens resilience, improves efficiency, and ensures accurate reporting, insightful financial data interpretation, and more intelligent decision‑making.
At Your Books Live (YBL), we provide three core packages designed to streamline your business operations, with the flexibility to customize solutions that fit your unique needs.
Fractional Controller/CFO Services
Cash Flow Management
Balance Sheet Reconciliation
Revenue Management
There are many more reasons to enlist the Controller/CFO advisory services, some of which are listed below; however, we can best serve your needs with our free consultation.
Evaluating, researching & setting up ERP and Accounting systems and adding supporting applications for Small Businesses, Family Offices, Multi-Entity Portfolios, and High Net Worth Individuals.
Budgeting/Forecasting & training Unit Managers.
Cash Flow Management - Budget, Analyze, Improve & Project.
Establish KPIs (performance metrics).
IRS & GAAP compliance review.
Financial Statements preparation, reporting, and analysis (Trend & Flux).
Establish financial reporting standards and review procedures.
Fixed Assets and Depreciation Management.
Lease and Loan Accounting.
Assessing operational efficiency and improving internal accounting.
Construction-In-Process & Project Management.
Compensation Programs & Bonus/Commission Plan Design Assistance.
Design, Implement, and Document Internal Controls.
Review, Design, and Document SOPs for processes, procedures, and personnel for future training.
Assist in developing an Accounting Team, design procedures & processes, and staff training.
Assist with Tax Audits - IRS, Sales and Use, Occupancy, Property, etc.
Periodic Review of Books, Monthly/Quarterly/Annual Close.
Build processes for Sales, AP, AR, Bank Reconciliation, Payroll, HR, and IT.
Design weekly, monthly, quarterly & annual operational checklists.
Design monthly, quarterly & annual close checklists.
Ready to Propel Your Business Forward?
Team up with us for financial solutions that fit your business perfectly, boosting growth, efficiency, and success. Let’s take your business to the next level with some strategic financial know-how!
