Problems

Start from the situation, not the job title

You don't need to know whether you need a bookkeeper, a controller or a CPA. Start with what's going wrong.

Behind on your books

Months of unreconciled transactions and a deadline getting closer.

Your current provider is unresponsive, too slow or not the right fit.

Profitable on paper, short on cash.

Needs a credentialed tax professional.

Valuation and diligence readiness.

A few short questions about your business and the help you want. See how FinRoster would help you compare independent bookkeeping firms.