Senior Accounting (Monthly Close + Oversight)

Who it’s for:

Owners who need senior-level accounting leadership and a reliable monthly close, but don’t want the cost of a full-time controller.

Audit Support:

• WA DOR/WA Excise Tax
• Corporate audits
• Year-end tie-outs

What’s included:

• Monthly close and reconciliations (bank, credit cards, and key balance sheet accounts).
• Monthly financial statements with clear commentary (what changed, what matters, what to watch).
• Oversight and review of bookkeeping work (in-house or outsourced) to prevent recurring errors.
• Cash-flow visibility and basic forecasting to reduce surprises.
• Coordination with your tax CPA, and support for audit requests and year-end reporting.
• Support for state and local audits, including Washington excise tax/WA DOR audit preparation and responses (as applicable).
• Support for corporate audits and third-party financial requests by organizing schedules, tie-outs, and documentation.
• Training and mentoring for your internal accounting team to elevate performance.

Outcome:

You get a calm, predictable close every month and numbers you can trust, plus the support to respond confidently when auditors or agencies come knocking.