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Financial Controller
with Experienced Dallas CPA: Owais Shamsi

Scalable Financial Strategies & Execution
For small businesses and start-ups

Financial controller
Owais Shamsi - CPA

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Save time and make sure your resources are devoted to the areas of your business where they are truly needed. Drive growth and profitability and access high-level financial expertise without the cost of a full-time finance executive.

Owais Shamsi is a fractional financial controller specializing in implementing financial strategies, budgeting, and forecasting for your business to maximize profits and control overheads. Identify and mitigate financial risks and operate within regulatory compliance and best practices.

Save valuable time and relax knowing our highly experienced financial controller handles your accounting and taxes.
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    • Preparation and monitoring of the balance sheet
    • Preparation and income statement (P&L statement)
    • Tracking and monitoring expenses (direct and general and administrative (G&A)
    • Preparing cash flow statements

    • Preparing cash flow statements

    • Managing regulatory and management reporting
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    • Accounts payable
    • Accounts receivable
    • Analyzing ledger accounts
    • Preparing company tax returns (sales & payroll)
    • Bank reconciliations
    • Internal controls development
    • Regulations compliance
    • Managing insurance schedules
    • Working with outside tax accountants

    • Cash flow management and collections
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Frequently Asked Questions

Accounting services questions we are commonly asked.  

A financial controller supports your company's chief financial officer, handling tasks ranging from financial reporting to daily bookkeeping and ensuring financial health and compliance. The financial controller typically reports directly to the CEO in organizations without a CFO.

An experienced controller possesses expertise in various areas, including bookkeeping, accounting systems, account management, cash management, and executive management. Other duties include cost control and timely completion of critical financial tasks.

A dependable controller assumes numerous day-to-day responsibilities essential for your organizational efficiency. A capable controller on your team enables the leadership to focus on long-term objectives and operational opportunities grounded in stability, accuracy, and confidence.
A fractional financial controller offers cost-effective benefits, which are as follows.

  • Lower staffing costs

Working with a fractional controller helps you avoid the payroll, salary, and training costs of hiring a full-time controller and saves you thousands of dollars every month.

  • Customized expertise

Customized outsourced controller services allow your CFO and accounting staff to access expert support as and when needed.

  • Extensive resources

Save the time and energy you spend on training to ensure employees are trying to keep up with current compliance policies and trends. Hiring a proven remote controller service gives you ongoing access to extensive bookkeeping resources, tools, and technology from one convenient location.

  • Increased efficiency

A fractional financial controller works virtually, which helps him avoid the internal distractions that hinder productivity. This results in better work outputs for your company and your clients.

  • Improved confidentiality

Lack of proper separation of confidential information within different segments of your company heightens the risk of unauthorized access. Outsourced solutions play a crucial role in mitigating this risk, safeguarding sensitive information essential to the smooth operation of your business.

  • Reduced fraud risks

Outsourcing controller services brings objectivity and an external perspective that can diminish the likelihood of collusion, cover-ups, and security breaches within your organization.

  • Strategic guidance

Whether you are approaching a transition or proactively planning for the future, an adept outsourced controller team can offer the strategic financial guidance necessary for your business to optimize revenue streams and prepare for upcoming challenges.
Our fractional financial controller service offers scalability and customization, aligning with your small and expanding organizations' specific needs and budget constraints. By hiring the fractional financial controller, you leverage the extensive experience of a financial expert without the commitment associated with a full-time hire. Typically, our client engagements average one half or one full day per week.

From the fractional financial controller standpoint, this arrangement allows them to relish the intellectual challenge of collaborating with multiple businesses, make a meaningful impact in their community, and exercise greater control over their work schedule. It establishes a mutually beneficial relationship for both parties.
Yes, you can collaborate with your CPA firm while availing the services of a fractional financial controller from us. Our fractional financial controller supports leadership for internal functions, such as your bookkeeper, accountant, and CEO, and external stakeholders like your CPA firm and banks.

Operating as a cohesive team with individuals with expertise in diverse business areas is crucial for success. Our clients' finance teams frequently consult our fractional financial controller to enhance productivity and efficiency.

Testimonials

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