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Accurate Financial Statements


Controller Services

As your Company's Controller Sherwood Financial can provide contract services on an as needed basis for the following:

1)   Complete and manage your month-end closing process

 2)   Review open receivables and payables

 3)   Accurately match revenue against expenses in the correct reporting period

4)   Prepare monthly, quarterly and annual reporting packages as required by management

5)   Facilitate the annual budgeting process and monitor performance

6)   Develop customized reports for analyses crucial to the management of the business

7)   Review product and services for pricing and profitability

8)   Liaison with information technology group

 9)   Liaison with external Tax Provider

10) Work with internal team to ensure technology is in place and being utilized efficiently

11) Ensure staff is adequately trained and performing daily tasks in accordance with generally accepted accounting principles (GAAP)

12) Work with management to define a comprehensive set of controls to mitigate risk

13) Work with management to develop company policies and procedures


Sherwood Financial is available for daily, weekly, monthly, quarterly, or annual reviews and training sessions with your internal accounting employees to ensure all bookkeeping and accounting tasks are completed efficiently and accurately.

We work with your team to provide the framework necessary
to build upon staff strengths and provide direction towards defined common goals.