Sales SamplesTEST

Financial Advisor

 

YOUR COMPANY

45 Prospect Ave

Albany, NY 12206

 

Phone:  800-243-5334

Fax:        800-720-0780

 

Email: sales@ltmclientmarketing.com

Website: www.letstalkmoney.com

January/February 2021

Which Team Player Do You Need?

Which Team Player Do You Need

Do you need a CFO, a controller, an accountant or a bookkeeper to manage your business’s financial matters? Hiring the right person for the job will help save you time and money.


Chief Financial Officer
Forward looking financial projections are the job of the CFO. They will project future revenue amounts and forecast expenses and business needs. They will also project cash needs and help make investment decisions based upon those needs.

If you’re considering launching a new project, such as expanding into international markets or seeking new investors, it may be time to hire a CFO. A good rule of thumb is if your business has reached the $1 million in annual revenue, hiring a CFO makes sense. But if your business isn’t ready for a CFO, accounting staff may help.


Controller
Controllers are typically Certified Public Accountants who review financial statements and help with financial compliance. This might entail monthly reports for a lender or investors and completing tax returns.


Without a CFO, your controller becomes your finance leader. And as an accountant, a controller looks backwards at what’s already happened to complete financial statements. If your business has investors or owners who aren’t friends or family, hiring a controller could be a sound business choice.


Accountant
An accountant can help you with reconciling accounts and preparing basic financial statements. They usually have a four-year degree in accounting and are able to run the day-to-day operations of an accounting department. If your bookkeeper is overwhelmed, an accountant can help share the work and provide support to the bookkeeper.


Bookkeeper
Bookkeepers are the financial workhorse of any business. They will record all your financial transactions, issue invoices and pay your bills. They understand the basics and help keep your business running smoothly.


If you’re the business owner and struggle to keep up with your finances, it may be time to hire a bookkeeper. Bookkeepers are often the first financial professional a company hires and as your business grows, you can add to your team.


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

YOUR COMPANY and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Specialists LLC, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.