Financial Executive

At Financial Executives, we are a professional, locally owned, and family managed bookkeeping and controllership service company. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. We understand the value of relationships and view every client relationship like a partnership. Our success is a result of your success.

Our Services

We offer a comprehensive outsourced bookkeeping and controllership service for growing businesses. Our system affords our clients substantial cost savings over an in-house bookkeeper. As your outsourced bookkeeping department, we provide comprehensive services in the following disciplines:

• Accounts Payable: We input vendor invoices to the payable system, cut checks to vendors based on due dates or client instruction, and reconcile vendor statements to accounts payable ledgers. We also provide a detailed report on aged payables and cash requirements.

• Accounts Receivable: We input invoices to accounts receivable systems, apply payments against receivables, and provide a detailed report on aged accounts receivables.

• Cash Management: We post receipts and disbursements to cash journals, reconcile bank and merchant credit card statements to accounting records, and provide a detailed report on cash transactions and balances.

• General Ledger Management: We distribute all revenue and expense transactions, process month-end adjusting journal entries, and provide a detailed report on general ledger transactions.

• Financial Management Reporting: We issue timely management accounts on a monthly basis, providing a balance sheet, profit and loss statement, and budget monitoring report. We also provide guidance and consultation on reviewing and discussing monthly results with our clients.

Our Expertise

Our team of experienced professionals provides full-service payroll processing in association with our payroll company partner, offering a comprehensive range of reports. We also provide guidance and consultation on day-to-day business matters and day-to-day financial guidance and advice.

Benefits of our Service

By outsourcing your bookkeeping and controllership services to us, you can enjoy significant cost savings of up to 50% compared to hiring an in-house bookkeeper. You can also save on space and equipment costs. Our services enable you to focus on growing your business, while we handle your financial management needs.

Get in Touch

If you have any questions or comments, please feel free to contact us. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions. We look forward to serving you.