As your company grows, your financial and accounting needs become more complex, and you need trained and dedicated personnel to handle those responsibilities. However, it is often not feasible to hire a full-time chief financial officer or controller because of the cost. Nevertheless, the need for the position remains, as more complex deals and proposals between you and your customers, vendors and bankers must be analyzed. In many cases management needs unbiased recommendations in order to make informed decisions.

That’s where the experts at the accounting firm of Lawrence P. Poppert III, CPA, can help. We can provide you with the key information you need to make those very important decisions. For this service, we commit to working at your premises for a full day on a periodic basis, perhaps once every two weeks. Some of the areas we can be involved are:

• Negotiating credit (rates, fees, terms and restrictive covenants)
• Evaluating risk management tools such as insurance products
• Evaluating employee benefit plans such as health, retirement and other plans
• Interviewing candidates you may wish to hire in your accounting department
• Evaluating banking relationships
• Assessing internal control including safeguarding cash, inventory and reviewing purchasing controls
• Analyzing vendor relationships and accompanying products or services
• Analyzing customer relationships for profitability
• Developing a cost accounting system