Client Accounting & Finance Services

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Driving performance through fractional accounting and finance services

Keiter has a highly trained, motivated team who takes time to understand each client’s business and implements tailored, value-added initiatives. We offer a fixed-price model that aligns incentives, encourages engagement with our trusted advisors, and provides cost certainty.

 

Fractional Controller Services

Fractional
CFO
Services

Accounting & Finance Advisory

When can a Fractional Controller or CFO make sense for your company?

  • Rapidly growing or expanding into new markets
  • High attrition rate or understaffed accounting or finance function
  • Ad-hoc projects requiring assistance in accounting and finance expertise
  • Low visibility into cost and profitability by product or customer
  • Lack of timely financial information to make sound business decisions
  • Struggling with unreliable or inaccurate reporting
  • Difficulty with internal tax filing preparation
  • Over-reliance of founder or office manager to “own” accounting and finance
  • Lack of a budget, financial analysis, or coherent strategic plan
  • Preparing for a capital raise, M&A or succession
  • $5m – $100m in revenue
meeting business team table

What are some ways our client accounting and finance services can add value to your company?

  • Lowering the internal cost of accounting and tax compliance
  • Determining the optimal overhead spend to support the business strategy
  • Enhancing required documentation and controls
  • Providing timely and actionable reports
  • Determining true costs and profitability by customer or product
  • Reducing waste and lowering the risk of fraud
  • Effective budgeting and forecasting
  • Preparing for growth, funding or eventual exit
  • Lowering cost of capital by identifying new financing sources
  • Increasing return on capital and managing cash flow
  • Refining your strategy and improving strategic discipline
handshake meeting business table

What makes Keiter’s client accounting and finance services different?

  • Strong reputation for integrity and sound accounting practices and reliability
  • Established firm culture based on documentation and process compliance
  • Industry knowledge and wide range of additional value-added services
  • Process built on getting to know our clients’ businesses and identifying and executing value added initiatives
  • Highly motivated and properly trained staff
  • Fixed price approach to pricing with incentives if appropriate
  • Local/regional knowledge with scalable delivery
  • Trusted advisors, not transactional vendors
business meeting documents people

“Keiter’s Client Accounting & Finance Services team strengthened our financial and accounting foundation… They quickly learned our business and improved the quality and accuracy of our reporting, annual planning, and ongoing forecasting. Operating as a true strategic partner, the team elevated how we operate and positioned our business for continuing growth and profitability.”

— James Pickren, Chief Executive Officer, MediVisuals, Inc.

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Your Opportunity Advisors

Matt Grossman

Managing Director, Client Accounting & Finance Services

Joanie Staub

Fractional CFO, Client Accounting & Finance Services

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