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What does a Controller do?

The list is really endless, but it really depends on the needs of your business. We take proactive, action-oriented analysis pretty seriously, helping our companies with strategic planning, accounts payable and receivable, and detailed forecasting. We're here to help your company maximize profits and minimize taxes and to meet the financial needs of your growing company. 

How is a Controller different than an accountant?

Controllers are professionals in financial management. That is all we do. Asking an accountant to assist your company in financial management and strategic planning is like asking an architect to take over the role of a general contractor.

We're not just a company who accepts outsourced project work. We're brought on as members of our clients' teams. You're not just hiring one person. You're hiring our whole staff - an in-house Controller typically carries experience from the few jobs he/she has held, while a company like Summit CPA Group brings the experience of having worked with hundreds of companies to the table.

Why (or when) do I need a Controller?

If you work for a small business, you may only require simpler financial services provided by a bookkeeper or accountant. Chances are, if you're reading this FAQ page, you've likely worked with or are currently working with a bookkeeper or accountant. As your business grows, or if you're planning for growth, your financial needs become more complex. Often your existing financial infrastructure and accounting reporting aren't giving you the kind of visibility you need to make confident, financially sound decisions regarding growth.

You would benefit from hiring a Controller if:

  • Your company is growing fast, or you're anticipating rapid growth in the near future
  • You need stronger insights when it comes to your company's financial performance
  • You're experiencing cash flow management challenges
  • You're looking to buy a company, to raise money, or to sell off a portion of your company

How do you communicate with clients? Is it all over the phone?

While our company is based in Indiana, we work remotely with about 80% of our clients. We're big fans of GoToMeeting and do a lot of screensharing and follow-up email and video summaries. We also text! In a world of increasingly distributed companies, we pride ourselves on our ability to offer value remotely.

What kind of team does our company gain access to?

We assign one tax manager, one accountant, and one Virtual CFO to each of our clients at the Controller tier.

How soon can we start working together?

For sanity reasons, we have limited our on-boarding to no more than four new companies per month. Depending on demand, you may have to wait a few weeks before we can officially get things started.

I'm nervous about giving you and your team access to my accounting infrastructure. How do you handle data security?

We offer secure data-transfer via a client portal and have never experienced data security problems.

Do you provide year-round service?

Yes. We are no different than hiring a CFO—we’re there until we’re not.

Why should I use Summit CPA Controller Services?

Why not? Our team has the experienced “credentials” some companies demand. Due to our being a distributed company we have the luxury of hiring the cream of the crop, with no geographic limitations. Additionally, our team has a profound knowledge of “process” – they know how to tackle tasks, get them done, and meet deadlines.

Will the same people always service my account?

Our Controllers all manage an experienced team. While that team may change (due to promotions, roles) your assigned Controller will be your main point of contact and that will not change. 

What are some considerations I should consult with you about on an ongoing basis? 

Ask us. If we can’t do it—we’ll find someone who can.

Get a Free Controller Consultation