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What Are Outsourced Accounting Services and Do I Need Them?

If you are asking yourself these two questions, you've come to the right place.

What’s the Difference Between CFO and a Controller - and What Do I Need?

Although these two important roles are sometimes viewed as interchangeable there are important differences between them.

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Real-time financial data and integrated job costing to generate reports and improve accountability.

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Our team has the expertise needed to navigate deposits, refunds, chargebacks, and processing fees to maximize efficiency.

Professional Services

Streamline financial operation and increase overall profitability to enable faster and smarter decisions.

Family Office Accounting

High-touch technology family office accounting services that ensure security and privacy.

Why does industry expertise matter?

Industry focus allows us to be experts in the accounting needs of the companies that operate within these industries.

Why Plumb Works With These Industries

This is another one of our favorite questions. The answer is easy: we know these industries.

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Sage Software

Innovative software to manage your accounting, people, payroll, payments, and more.

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QuickBooks to NetSuite Migration: A Comprehensive Guide

Migrating from one accounting software platform to another is a critical undertaking for businesses. This is especially true when considering a transition from QuickBooks to NetSuite.

How do I know which Software is right for my company?

Selecting the "right" software for your company might seem like an overwhelming task, but we'd like to help make this process easier for you.

Sage Software

Innovative software to manage your accounting, people, payroll, payments, and more.

Sage Intacct

Automate the critical processes, reduce the spreadsheet headaches, and get greater visibility into real-time business performance.

Sage 300 CRE

Sage 300 Construction & Real Estate connects finances and operations to help ensure maximum profit.

Sage 100 Contractor

The all-in-one construction software that goes beyond basic accounting to put you in total command of your projects.

Sage Estimating

Build bids quickly and precisely, plus integrate with other Sage software solutions to streamline operations.

Sage Paperless

Easily store, retrieve, and route documents for accounting and operations.

Sage Service

Streamline service calls and construction projects from start to finish with web-based real-time information.

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How and When to Choose Construction Accounting Software?

The right tools can help you manage your construction projects efficiently, provide clarity of your finances, and ultimately help improve profitability and job success.

5 Types of Visibility Every Construction Firm Should Have.

Here we list 5 key elements to help capture insights that are pivotal to running an efficient and lucrative constriction firm.

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What's the Difference Between a CFO and a Controller - and What Do I Need?

Posted on January 23, 2023 at 8:00 PM
Written by Plumb

Although these two important roles are sometimes viewed as interchangeable, and indeed there are some similarities, there are important – and impactful – differences between the two.

Figuring out what you need and why can help not only your business needs, but your bottom line.

A Chief Financial Officer, commonly referred to as a CFO, is a senior-level executive who oversees the finances within a company or organization. In this position, they are expected to create financial forecasts, budgets, monitor cash flow, and analyze the financial impact of mergers and investments. This role reports to the CEO and advises the CEO and other senior executives on strategy and growth. Think of this as a high-level, big-picture strategic role. A CFO should be familiar with best accounting practices but isn’t necessarily a CPA.

A Controller, or a Financial Controller, and also known as a Comptroller in certain industries, is the lead accountant of a company. This person is focused on running the day-to-day accounting activities of the company. It is a less senior role than a CFO, and in fact they typically report to the CFO. Think of this as a routine, task-oriented role. A Controller should be a CPA, or at least hold a similar professional license or degree.

How can you determine what your business needs?

A CFO is needed in times of significant expansion. This might take the form of changing a revenue model, moving into international territories, or analyzing the possibility of a merger or acquisition. Hiring a CFO is a huge investment as they command high salaries and expect top-tier benefits.

A Controller is needed when an organization is required to create accurate, timely, GAAP-compliant reports. In addition, as Controller’s are the ones who oversee and manage the policies and procedures in place to protect the assets of their company or organization, it is useful to have a Controller on board during times of transition or expansion.

Should I outsource a CFO or Controller role?

There are many benefits to outsourcing one or both roles.

  1. If you need a person with forecasting, budgeting, and big-picture strategic acumen but don’t have the CFO-level budget, outsourcing a CFO is right for you.
  2. If you need an experienced, buttoned-up, detail-oriented, efficient accountant who understands GAAP compliance, but you don’t have the time or resources to bring one on staff full-time, outsourcing a Controller is right for you.
  3. If you already have a CFO on staff who is sidetracked doing day-to-day accounting tasks instead of focusing on your growth and planning for your future, outsourcing a Controller is right for you.
  4. If you already have a Controller on staff who is trying to advise you on large-scale, strategic plans and changes, outsourcing a CFO is right for you.

Outsourcing a CFO or a Controller is an efficient, smart way to help your business run as smoothly as possible without drowning in overhead. Outsourcing provides cost-effective and scalable solutions for your business.

We are here to help guide you through the outsourced accounting process and to answer any questions you may have. With decades of experience and hundreds of clients, Plumb is here to support you as you take your business to the next level. Please let us know if you’d like to schedule time for a free consultation. We’d love to help.


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