Services can include any of the responsibilities below:

  • Oversee in-house accounting department
  • Develop/refine accounting department workflow and processes
  • Assess and implement accounting software and workflow
  • Payroll and revenue reporting
  • Oversee/manage monthly close and financial reporting
  • Identify Key Performance Indicators and develop KPI reports
  • Cost analysis
  • Provide trend analysis to CEO and management team
  • Meet with CEO and management team to review monthly financial reports
  • Participate in strategic planning with CEO and management team
  • Provide annual budgets and forecasts
  • Collaborate with CPA

Zia Advisory also offers many of these functions as one-time, project-based consulting services.

Fees are based on a flat monthly or project rate that is dependent upon the scope of work. Hiring an Advisory Controller/CFO is significantly less expensive than bringing a full-time CFO on as an employee.