TO: Growing company owner / manager

FROM: Kevin McNevins

SUBJECT: Controller-for-a-Day program - Experienced Senior Financial Managers available on a part-time basis.

Attached is a list of services and a work plan that describes the Controller-for-a Day concept.


The Controller-for-a Day concept is simply to get experienced financial managers on-site in the business rather than in an off-site CPA write-up approach. This approach especially suits a company that has outgrown a secretary / bookkeeper arrangement but is not ready to budget a full time experienced financial manager. Often these companies hire a degreed individual with little experience who must learn management by trial and error. Our suggestion is that these errors can be costly and our experience is that a sound financial information system cannot be taken for granted. Prospective companies may have $1 million to $5 million or more in sales depending on the industry.

For a more detailed look at services and schedule SEE: List of Services and Work Plan


Fees are in the $400 to $500 per day range for a two to four day a month program. The proposed work schedule includes most record-keeping functions except business income tax returns which would continue to be prepared by outside CPA's. No long-term contracts are required - the service is cancelable at any time.

Please let me know if you need more information or if you have any recommendations or referrals.

Kevin McNevins, Principal

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