Financial Statement Review

• Review of Profit & Loss, Balance Sheet, and other financial reports to identify unusual balances, trends, inconsistencies, and matters requiring management attention.
  

Monthly Close Oversight

• Review and oversight of the monthly close process, including account reconciliations, adjusting entries, and completion of financial reporting.
  

Accounting Issue Resolution

• Research and practical support for accounting questions, unusual transactions, account treatment, and issues that arise during normal business operations.
  

Management Reporting & Analysis

• Financial analysis and reporting designed to help management better understand profitability, expenses, cash activity, and business performance.

Accounting Process & Control Support

• Review and improvement of accounting procedures, responsibilities, reconciliations, documentation, and financial controls.
  

Management & Advisor Coordination

• Ongoing coordination with owners, management, internal accounting personnel, tax advisors, payroll providers, banks, and other financial partners.

Not every growing business needs—or is ready for—a full-time controller.

A company may already have someone handling bookkeeping and daily accounting but still need experienced review, stronger close procedures, help resolving accounting issues, and better financial reporting for management.



Schmid CPA can provide that additional layer of oversight while working alongside the company’s existing staff and service providers.

Reliable accounting should help management understand the business, not simply satisfy a filing requirement.

Depending on the engagement, controller and advisory support may include:

★ Monthly financial statement review
★ Balance sheet and reconciliation oversight
★ Monthly close management
★ Budget-to-actual analysis
★ Cash flow and financial trend analysis
★ Accounting policy and process support
★ Internal accounting control improvements
★ Complex or unusual transaction review
★ Coordination with bookkeeping or internal accounting staff
★ Year-end and tax preparation coordination
★ Management and owner reporting
★ Communication with external advisors



The level of involvement can be tailored to the company’s internal resources and management needs.

International companies may have strong finance teams at headquarters but still need experienced U.S. accounting oversight.

Schmid CPA can work with overseas controllers, CFOs, and finance teams to support the U.S. subsidiary’s monthly close, financial reporting, intercompany accounting, compliance coordination, and U.S.-specific accounting matters.



This provides the parent company with a U.S.-based CPA contact while allowing the broader finance function to remain coordinated with headquarters.

The appropriate level of accounting support changes as a company grows.

Schmid CPA can work alongside an existing bookkeeper or accounting team, provide controller-level oversight, or combine these services with a broader outsourced accounting engagement.

Need experienced accounting oversight without hiring a full-time controller?

Schedule a consultation to discuss your accounting team, reporting process, and level of support needed.