Fractional CFO/ Outsourced Controller

Whether your organization is undergoing a period of transition in your key accounting and finance staffing or the resources are not available to hire a full time Chief Financial Officer and/or Financial Controller, W.A. Anderson CPA has the the skills, knowledge and experience to seamlessly fill any gaps in your organization’s executive level accounting and finance personnel pool.

Our solutions are flexible and tailored to fit each organization’s needs and budget. We are available to serve on an ongoing fractional basis or interim basis.

Our Fractional CFO functions typically include:

  • Strategic Planning

  • Tracking Performance Indices(KPIs) and reviewing financial performance with management and/or the governance team

  • Budgeting & Forecasting

  • Cashflow Management

  • Complex financial analysis and modeling

  • Accounting software selection and implementation

Our Outsourced Controller functions typically include:

  • Overseeing the timely month end close and preparation of financial package

  • Reviewing the work of junior accounting staff as well as facilitating their training and development

  • Ensuring compliance with the regulatory authorities filing requirements

  • Management of the financial audit process

Audit Readiness

Whether your organization is undergoing its first audit or you have been subject to an audit for several years, the keys to your audit success are to ensure that audit deliverables are properly completed with adequate support, timely delivered to the auditors and maintaining and open and excellent line of communication with the auditors. Many times the accounting and finance staff are so overwhelmed trying to juggle their day to day responsibilities with the audit , that the keys to success get lost along the way. With our extensive background of managing and performing external audit engagements, we are uniquely positioned to ensure your audit engagement is a success. We will assume full responsibility for all stages of the audit process and ensure its efficient completion within budget. Our audit readiness services typically include:

  • Advise management on the selection of the audit firm

  • Participation in the planning phase of the audit with the audit firm

  • Review and clean up of the general ledger and subsidiary ledgers

  • Documentation of Internal Control Procedures

  • Complete Internal Control Questionnaire from the audit firm

  • Preparation of audit schedules and analyses

  • Research and documentation of technical accounting positions

  • Preparation of Financial Disclosure Checklist

  • Preparation of Financial Statements (including disclosure notes) in accordance with Generally Accepted Accounting Principles

  • Assist management with the remediation of internal control deficiencies identified during the audit.

    Our solutions are tailored to fit each organization’s budget and needs. We can provide all of the services outlined or the ones needed by your organization

Compliance & Risk Management

Since 2005, we have been assisting publicly trade companies to remain in compliance with the Sarbanes Oxley (SOX) Act of 2002. We have the knowledge, skills and experience to assist your organization as well. Whether you are looking to outsource your entire SOX Compliance function or just in need of professional help to augment your team, we are available to help.

Regardless of the size of your organization, Enterprise Risk Management is key to the organization’s success. It entails identifying and methodically addressing the potential events that represent risks to the achievement of strategic objectives. Our firm works closely with management to perform risk assessments and advise on best practices to address significant risks identified.