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Our QuickBooks Philosophy & Approach

Controllership Solutions LLC’s philosophy is to utilize the power of QuickBooks in as many facets of the business as possible. This includes Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functions. Since Excel, Outlook, and other manual systems require double entry, reliance on them should be minimized. This also avoids tedious system reconciliations and produces more efficient and more accurate data for timely management reporting.

QuickBooks is used by millions of diverse businesses. The power of QuickBooks is in its ability to be customized. Regardless of your business’s type or size, chances are QuickBooks is capable of tracking your information and providing the desired reports. However, one must enter data the way QuickBooks requires it to be entered. Stephen M. Smith CPA speaks QuickBooks. Smith’s service is translating QuickBooks into the language of your specific business as it is understood by you, the owner, and your bookkeeper.

As in life…the more you put in, the more you get out. It’s the same with QuickBooks. Cost vs. benefit issues, as they relate to data entry, are navigated to help find your company’s ideal fit.

In many instances, QuickBooks provides a desired outcome as a standalone product.  In situations where robust reporting or advanced functionality is needed, third party programs may be the answer. Stephen M. Smith CPA is Enterprise and Point of Sale (POS) certified and familiar with dozens of such specialized third party programs such as Fishbowl, Time Slips, Qvinci, and others. Effective management plays an active role in the accounting process. Business owners wear many hats and while sales may be their source of success, owners need to oversee and understand the back office as well. Controllership Solutions LLC makes this simple. As an outsourced Controller for Hire; the principal is provided only relevant and accurate data in an efficient manner.

Smith has a hands-on approach to instruction with the client learning while working with live data to gain firsthand experience of the steps involved. Problems are solved and questions are answered with live data, leaving clients comfortable with their books and finances reconciled and usable.

Controllership Solutions LLC is a “fee for service firm” with no commitment on your part. The business model strives to provide quality controllership/CFO services to businesses that do not yet require a full time CPA-qualified Controller, but demand such expertise.

 
 
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Quicken ServicesYou’ve worked hard for your money, but with the accumulation of wealth comes a greater need to track and monitor your assets and liabilities. OUR service is YOUR peace of mind
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Success Stories
"Finally, I feel comfortable with my finances. Stephen Smith has lifted a great weight from my shoulders. For years I did not have an accurate account or control of my finances across multiple accounts. Now I sleep better and feel comforted knowing where my retirement money is invested and how it’s doing.”
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