Our Controller Service is aimed at companies that need assistance with financial analysis and/or want regular meetings to discuss financial results or to meet requirements of third parties. Controller includes all the basic services of the OSI Bookkeeper and also the following:

Flash Reports

Flash Reports provide the owner with a daily or weekly one-page snapshot of key financial figures, such as cash in banks, investments, A/R aging summary, A/P aging summary, notes payable, etc. With the assistance of your OSI Controller, you determine the information that is included in your Flash Report.

Customized Management Reports

Customized management reports such as sales by sales person or vendor purchases. Tell us what you need or want to see and your OSI Controller will help create and then deliver a custom management report to you as often as you need.

Customized Financial Reports

Customized financial reports such as budget to actual, comparative departmentalized and/or location, project or jobs reports. Tell us what reports you need and your OSI Controller will help create and then deliver a custom financial report to you as often as you need.

Discussion and Analysis Report

We identify any changes in your account activity then analyze and report them to you in a monthly management letter. We also compare your budgets with actual results then provide the most useful financial tools needed to manage your business and meet commitments.

Fixed Asset Reporting and Depreciation

Your OSI Controller will help establish a fixed asset capitalization policy and then maintain a ledger of assets and depreciation. Overall, you will experience a higher level of expertise in management consulting, financial reporting and analysis of your business.

Guidance and Consultation

Your OSI Controller is there to help you contain costs and increase profitability. This is done through a variety of measures. We are here to help you grow your business. We strongly feel that your success is our success!