Since credit and debit cards are so widely used as a primary form of payment, they are subject to use for fraud and identity theft. Because of this wide usage, people have become relaxed in how they handle their credit and debit cards, and it has left them vulnerable to the consequences of that relaxed attitude. However, if you focus on being more aware of the possibilities of fraud and identity theft, you can protect yourself against it. Here are seven ways you can protect yourself from fraud or identity theft through your credit card.
Credit Card Skimmers
Credit card skimmers have become a widely used way of stealing your debit or credit card information and using it for purchases or to steal your identity. The thief will use a skimmer placed over the card reader on an unprotected ATM or gas pump. Because these devices are made to look so much like the real thing, most people don’t notice any difference, and when they swipe their card, it will store the information on the skimmer. To further the sense of security, the ATM or gas pump will still operate as normal without the victim ever being aware their information has been compromised.
To avoid this, you should always go inside the store if you are buying gas or using ATMs inside and visible to a store employee or a guard. If you have no choice but to use an outside and unprotected ATM or gas pump, check the reader thoroughly before using it. If it looks unusual, don’t use it.
Credit Card Theft
Some thieves still operate the old-fashioned way and take your debit or credit card from you. To protect someone swiping your card from you, you should go out of your way to make that impossible, or at least difficult enough that the would-be thief will leave you alone.
Ensure that if you are going to carry a credit card, you only carry one with you at a time if you have more than one. If your wallet is stolen, you only have to deal with one credit card and not all of them. You should also carryyourcard in a place that can’t be easily gotten to by a would-be thief. Whether it be in your purse or an inside pocket, you should be focused on protecting your card. When using your card to make a purchase, especially at a restaurant, keep your eyes on your card even if they step away from the table to chargeit. The main thing to remember is that you should always be aware of your debit or credit card when you are in public.
Credit Card Receipts
When using your credit or debit cards to make a purchase, the receipt is just as important as the card itself. After you have made the purchase, carefully review the receipt and make sure no full credit card information is on it. You should also never sign a blank receipt. If any blanks could have an amount in them, such as tips, make sure you mark through it if it’s blank or check that you put the correct amount for the tip in the blank. Make sure that you write the tip and the total yourself. After the waitstaff has returned your credit card, do not leave it at the table once you sign the receipt. Make sure you hand the receipt to your waitperson.
Credit Card Information
If you must provide your credit card information over the phone, you should keep a few things in mind. First, never give your credit card information to someone who calls you. If you cannot verify that they are a bill collector or someone from a creditor, you should never give your credit card information to them. If you call to pay a bill or order something over the phone, be careful. It is sometimes necessary that you give your credit card information over the phone. However, be careful of who you give it to. As much as possible, do not use phone services in which a human being will be taking your credit card information—always try to use automated services.
Credit Card Online Usage
When using your credit card online, you should still keep some things in mind to protect your credit card. First, only use secure sites. While every site is vulnerable to hacking, secure sites are less likely to fall prey to it. If you are on a public or unsecured network, you should never be using your credit card online during those times. When on a public network, anyone else on that network, who has even low-level hacking skills, can use those skills to steal your credit card information.
If you receive an email requesting your credit card information, you should never use the link provided in the email. If it is legitimate that you need to pay a bill or for some service or product, you should go to the site on your own and not through an email link unless you have prearranged to receive that link.
Lost or Stolen Credit Card
It should go without saying that you should immediately report a lost or stolen card when you become aware of it missing. If you have misplaced your card, give yourself a bit of time to find it, but if you haven’t found it in that timeframe, you should immediately be calling your bank to protect yourself. Many cards and banks can freeze your card by simply going online and accessing your account. If your bank offers this option, you should do it immediately while you search for your card. If you cannot find your card, then call and have it replaced.
Credit Card Statement
Information is king. Therefore, you should always be aware of what is on your credit card statement. Through most banking websites and apps, you can check your balance and activity multiple times a day. You should be checking your activity and balance daily, especially because it is so convenient.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
A home-based business model is not a one-fits-all plan. Not everyone can handle and manage the daily operations from home. A home-based business cannot flourish until the right business is selected and the working norms are correctly established. Plenty of business owners believe that they would get healthy returns without any significant investment of time and money if they became home-based.
However, to achieve success, you need to carefully look at the business you are running and see if the model is practical enough to be implemented with the people you are working with (employees, executives, and business partners) and will you be able to deliver on your promises to the customer like this. Look at the facts and understand your business needs and then make a decision. Here are ten reasons you should start a home-based business.
Flexibility
This might be the most significant factor that leads to people starting a home-based venture, and why not? You are the boss, and you are free to move and come as you please. You can manage your work and be with your family and spend some time with them. There are no limitations on your work hours, and the best part is, take a vacation whenever you want.
No Corporate Politics
People behave differently when they are around their bosses, trying to please the BIG MAN to climb the corporate ladder. With a home-based business, you don’t need to face these circumstances and no in-person interactions. You can dress how you want as the boss, and it’s ok.
Be The Boss
The best part about being the boss is BEING THE BOSS. There is no one above you in the company who keeps reminding you of your monthly goals, sucking the life out of you. You can change your perspective by starting your own business and answering only to yourself and your customers.
Reduced Pressure
You are normally are managing the daily commute, conducting meetings with everyone, paying rents for the facility, keeping track of the property tax, and arranging transportation for employees. Home-based businesses help you get rid of all that, just like that.
Less Expensive
Home-based businesses are known for being cost-effective. As entrepreneurs, people often want the most returns with minimal investment, and perhaps, home-based businesses are the way to go forward. In a home-based business, you can start with only a $5,000 investment, and the only necessities you need are a laptop, printer, phone, and a reliable internet connection.
Activity Dissatisfaction
Your employees might prefer to work home-based because they might get overwhelmed by more experienced employees’ skills and become dependent on others’ contributions to perform better. They also might get demotivated with the company not making any effort to keep the morale high. The home-based business helps you get rid of this activity.
Advantages of Home Based Business
There is no denying that home-based businesses offer tons of help, especially in getting rid of everyday workplace grinding. It allows the entrepreneurs of today to use telecommunication to benefit and make good use of it. Here are some of the key benefit of a home-based business:
Tax Benefits
With a home-based business, you can quickly get rid of some of the most significantexpenses for your venture, such as software bills, property tax, loan, insurance, etc.
Learn Something New Everyday
When you’re home and managingyourbusiness interacting with your employees, you can open a new tab and watch some tutorials learning new stuff and expanding your skillset. Not only will this make you a better individual but also increase your worth in the market.
Multiple earning Streams
As now you have more time for yourself, you can always spend searching for new business opportunities and deciding what other regions you want to explore. Creating multiple earning streams can give you exponential returns and expand your business.
Conclusion
To put all points in one, home-based businesses will be the new norm of the future where people will be handling businesses worth millions from home. It will give people the freedom and flexibility to work how they see fit and eliminate the nine to five routine.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Business decision making tips that combine data analysis, psychological awareness, and systematic frameworks transform uncertain choices into strategic advantages that drive measurable growth. Smart leaders who implement structured decision processes reduce costly mistakes by 40% while accelerating revenue growth by 30%—outcomes we’ve consistently achieved with clients at Complete Controller.
Over my 20 years as CEO of Complete Controller, I’ve witnessed businesses across every sector struggle with the same challenge: making confident choices when the stakes are high and information feels incomplete. The difference between companies that thrive and those that merely survive comes down to their decision-making systems. This article reveals the exact frameworks, psychological insights, and data-driven strategies that turn everyday choices into competitive advantages—including the 90-day roadmap that helped one bakery client recover from a 40% revenue drop to profitability in just 11 weeks.
What are smart business decision-making tips and why do they matter?
Business decision making tips are proven strategies combining data analysis, risk assessment, and human psychology to achieve optimal outcomes
They minimize expensive mistakes by replacing guesswork with evidence-based processes that yield predictable results
These techniques empower teams to act decisively even when facing incomplete information or time constraints
Long-term business success requires adaptable decision systems that evolve with market conditions
Embedding these practices creates organizational agility that outpaces competitors in volatile markets
Core Principles of Effective Decision-Making
The foundation of smart business decisions rests on three pillars: gathering comprehensive data, filtering biased narratives, and maintaining strategic flexibility. Companies using data-driven decision-making are 23 times more likely to acquire customers and achieve 4% higher productivity according to Deloitte research—numbers that validate why intuition alone no longer suffices.
Gather multidimensional insights
Successful decisions require input from diverse sources including financial reports, customer feedback, market analytics, and employee observations. Cross-validating these findings against industry benchmarks and historical trends reveals patterns that single-source analysis misses. HSI’s acquisition strategy exemplifies this approach—they synthesized competitor behavior, employee input, and real-time performance metrics before integration, resulting in seamless transitions that preserved operational efficiency.
Decipher facts vs. biased narratives
Psychological traps like confirmation bias distort even experienced leaders’ judgment. Pre-mortem exercises where teams envision failure scenarios surface hidden assumptions before they become costly mistakes. The 5 Whys Analysis traces problems to root causes by repeatedly asking “why” until reaching the fundamental issue—a technique that transformed manufacturing quality control and now applies equally to service businesses seeking operational excellence.
Strategic flexibility in execution
The 37% Rule prevents both hasty decisions and analysis paralysis: dedicate 37% of available time to research, then commit to the best option while building in checkpoints for course correction. Tech startups exemplify this principle by launching minimum viable products, gathering user feedback, and pivoting based on real-world data rather than prolonged theoretical planning.
Your 90-Day Roadmap to Confident Choices
Phase 1: Audit existing processes (Days 1-30)
Map current decision workflows using Fishbone Diagrams to identify bottlenecks like delayed approvals, missing data, or unclear accountability. Document specific pain points—such as marketing teams lacking CRM integration or finance departments using outdated forecasting models—then quantify their operational costs in lost time, missed opportunities, and error rates.
The SPADE Method (Setting-People-Alternatives-Decide-Explain) structures complex decisions systematically:
Setting: Define non-negotiables like “Solution must reduce overhead by 15% within six months”
People: Engage cross-functional stakeholders who bring diverse perspectives and challenge assumptions
Alternatives: Score proposals using weighted Decision Matrices that rank options against predetermined criteria
Decide: Select based on objective scoring rather than politics or loudest voices
Explain: Document reasoning for future reference and team alignment
Phase 3: Refine through feedback loops (Days 61-90)
Measure outcomes against predetermined KPIs like reduced decision latency, error rates, or implementation speed. Quarterly retrospectives identify what worked, what failed, and what needs adjustment—a continuous improvement approach that helped ProvenBio cut product-launch risks by 22% through systematic refinement.
The Human Side of Decision-Making: Overcoming Biases and Fear
Emotional intelligence in high-stakes calls
Fear of failure causes 68% of executives to delay critical choices, creating cascading consequences throughout organizations. Counter this paralysis through Deliberate Practice: simulate high-pressure scenarios like cash-flow crises or major client losses in controlled environments. During our 2023 merger negotiations, role-playing potential veto scenarios helped our team maintain composure despite intense shareholder pressure, ultimately securing terms 15% more favorable than initial projections.
Psychological safety in teams
Google’s Project Aristotle revealed that teams with high psychological safety are 19% more productive and innovate 31% more often. Create this environment through anonymous ideation platforms, structured devil’s advocate roles, and “Red Team/Blue Team” debates for major investments. When team members trust they won’t face retribution for dissenting views, they surface critical flaws before implementation rather than after failure.
Decision-Making Frameworks: Choosing the Right Tools for Your Business
Cynefin framework for complexity
Different situations demand different approaches:
Simple contexts: Use standardized checklists and best practices for routine decisions
Complicated contexts: Apply expert analysis and good practices for technical challenges
Complex contexts: Run controlled experiments like piloting AI tools in non-critical departments
Chaotic contexts: Take rapid action to establish stability—perfection matters less than speed during supply chain disruptions
Eisenhower matrix for prioritization
This quadrant-based system sorts tasks by urgency and importance, typically reclaiming 8+ weekly hours for strategic work:
Important + Not Urgent: Schedule dedicated time (strategic planning, team development)
Urgent + Not Important: Delegate or automate (routine reports, standard requests)
Not Urgent + Not Important: Eliminate (redundant meetings, outdated processes)
SaaS firms using this framework redirect energy from “urgent but low-value” client requests toward R&D initiatives that drive long-term growth.
Leveraging Data for Smarter Business Choices
From raw numbers to strategic levers
Modern analytics transforms overwhelming data streams into actionable insights. Start with automated outlier detection—alerts for metrics like sudden inventory spikes prevent overstock costs before they impact cash flow. Layer predictive analytics using tools like Tableau to forecast sales trends 6 weeks early, enabling preemptive adjustments to inventory, staffing, and marketing campaigns. The fact that 95% of federal Chief Data Officers now prioritize AI adoption for enhanced decision-making signals this shift from reactive to proactive management.
Case study: Sweet rise bakery turnaround
Sweet Rise Bakery faced a devastating 40% revenue drop that threatened closure. Using FlexiBake’s analytics platform, they analyzed three critical data streams:
POS data revealed peak-hour bottlenecks causing customer walkouts
Yelp sentiment analysis identified specific flavor complaints in bestselling items
The data-driven response included optimizing staff schedules to eliminate wait times, reformulating recipes based on customer feedback, and launching time-based discounts for slow periods. Result: profitability rebounded within 11 weeks, with revenue exceeding pre-crisis levels by week 15.
Making Tough Calls: Decision-Making Under Pressure
The OODA loop for crises
Military-derived Observe-Orient-Decide-Act cycles enable rapid iteration when situations evolve quickly:
Observe: Gather real-time data about the emerging situation
Orient: Analyze how this fits existing frameworks and past experiences
Decide: Choose a course of action based on available information
Act: Implement swiftly while monitoring results
Healthcare providers applied OODA loops during staffing shortages by observing ER patient overload, orienting toward telehealth solutions, deciding on specialist rotation schedules, and implementing changes within 48 hours—cutting wait times by 35%.
Contingency planning
Develop “If-Then” protocols for critical variables before crises strike. Document triggers like “If primary supplier misses two consecutive deliveries, activate Vendor B within 4 hours” in accessible playbooks. Retailers using this approach avoided $2M in potential losses during 2024 port strikes by having pre-negotiated backup shipping routes ready for immediate activation.
Building Your Decision-Making Legacy
In my two decades at Complete Controller, I’ve learned that decision mastery isn’t about never stumbling—it’s about creating systems that turn stumbles into stepping stones. Start small: audit one critical process this week using our 90-Day Roadmap framework. Pick your highest-impact pain point, whether that’s lengthy approval chains or data silos, and apply just one new technique. Success breeds confidence, and confident teams make bolder, better choices.
The goal isn’t perfection; it’s consistent, adaptable confidence that compounds over time. When you embed these decision-making tips into your company’s DNA, you create a competitive advantage that technology alone can’t replicate. Ready to transform your business decisions with expert guidance? Contact the Complete Controller team at Complete Controller for personalized strategies that fit your unique challenges and accelerate your growth trajectory.
Frequently Asked Questions About Business Decision Making Tips
How do I balance data and intuition in fast-moving situations?
Apply the 10/90 Rule: spend 10% of available time reviewing critical data points like cash flow projections or customer metrics, then trust trained instincts developed through scenario planning exercises. This approach combines analytical rigor with experiential wisdom for optimal outcomes.
What’s the biggest mistake in team decision-making?
Groupthink destroys decision quality by creating false consensus. Prevent it by assigning rotating devil’s advocates in meetings, using anonymous initial idea submissions, and rewarding team members who respectfully challenge prevailing opinions with specific concerns.
How can small businesses implement these tips with limited resources?
Leverage free tools like Lucidspark for collaborative decision matrices and focus on one high-impact process per quarter. Start with your biggest bottleneck—perhaps inventory ordering or customer service protocols—and expand systematically as you see results.
Can decision fatigue be prevented?
Limit daily critical decisions to 3-4 maximum by automating routine choices through rules-based systems. Schedule “decision blocks” in your calendar when mental energy peaks, typically mid-morning, and batch similar choices together for efficiency.
How do I measure decision quality?
Track three key metrics: outcome versus forecast variance (aim for less than 15% deviation), time-to-decision reduction (target 20% quarterly improvement), and stakeholder satisfaction via quarterly surveys measuring confidence in leadership choices.
Sources
APA. “Decision Making.” American Psychological Association. www.apa.org/topics/decision-making
ZenBrief. “How to Build an SEO-Friendly Content Outline.” 2021.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Becoming your boss can be thrilling and possibly a little scary. Once you decide to strike out on your own, you have a lot to consider. While many freelancers or sole proprietors develop their business plan, how to handle taxes should be figured into the financial section of the plan. While you should ultimately hire a professional to handle your taxes no matter what type of business owner you are, it is still good to understand how taxes are handled for the freelancer or sole proprietor. Here are five tax tips any freelancer can apply to their business.
Know the Forms
Because the business’s net profits are taxable, you will need to become familiar with a Schedule C form. It is the form where sole proprietors report income and expenses. If your business earns under a certain amount, you may file a Schedule C-EZ and check with the IRS for the current minimum income. You will also need to obtain a Schedule SE to calculate the self-employment tax appropriately. If doing your taxes, you will need to know these forms and study their instructions. Even if you hire a tax pro, your familiarity with these forms will make the job easier for you both.
If you don’t hire a professional and decide to do it yourself, make sure you have the best tax software specifically designed for the freelancer or sole proprietor. This is not the time to wing it.
Organize Your Income and Expenses
Being self-employed usually means your income is inconsistent, so estimate your tax liability during the year to avoid surprises. Unfortunately, if you’re audited, the burden is put upon the one being audited to prove the income and expenses on the audited tax return. If you are organized in your receipts and bookkeeping, this should be easy to get through. An audit is not always triggered by something the taxpayer did incorrectly, some audits are random, and if you are organized, you will not need to worry. This organization will make your taxes easy to prepare, whether you give them to a professional or prepare them yourself using tax prep software.
Know the 1099 Form
If a client pays you more than $600, they must send you a 1099 and send a 1099 to the IRS. You need to make sure you include it with your tax preparation information. Even if the client does not pay you more than $600 or doesn’t file a 1099, you are still expected to report all income you make as a freelancer or sole proprietor. These tax mistakes are often caught years after the error is made, and the IRS not only expects you to pay the amount you should have but also charge interest. It is best if you claimincome and pay taxes on it when it is due to avoid issues with the IRS down the line.
Claim Car Expenses
Even if you don’t primarily use your car for your business, there are times you can write off car expenses. If you drive to any business-related meetings or errands, you should keep an accounting of gas and mileage. You can also write off some of the car repairs if they become necessary. Check the IRS website to find out how many cents per mile you can write off for business-related car use. You must keep detailed mileage accounts for business about car use to get the most out of this valuablededuction.
You can also deduct your actual car expenses, such as depreciation, licenses, gas, oil, insurance, registration fees, repairs, and tires. The car expensededuction generally is based on the total miles driven for business. If leasing your vehicle, you should check with the IRS and determine if your lease payments can be deducted.
Home Office Deductions
If you work from home or use part of it in your business, you can deduct some of your mortgage or rent and insurance, utilities, repairs, and similar expenses. You can calculate your home office deductions in one of two ways. First, figure what percentage of square footage you use exclusively for business activities. That percentage of your home-related expenses becomes deductible. So if your office is 10 percent of your home’s square footage, 10 percent of your rent, utilities, and other home expenses for the year may be deductible. If any repairs occur within the office area of your home, those repairs are often fully deductible.
The second way to figure home office deductions is to deduct $5 per square foot for business, up to 300 square feet. You keep fewer records but generally get a smaller deduction, so calculate things both ways before filing. Consult the IRS website for details or the latest changes in deduction amounts.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Both customers and entrepreneurs have been utilizing coupons to gain a market advantage. In this way, coupons are a win-win situation that both organizations and the consumer profit from. Customers feel that they are saving cash by using coupons, while entrepreneurs take advantage of the increased brand awareness to promote their products or business.
For Business
Research has demonstrated that a business’s sales increase exponentially when they offer at least a 20% discount on any item. This is due to the irresistible power of a coupon. Additionally, the name and address of the company are noticeably printed, providing extra promotion. Providing coupons helps the individuals view the brand as a “thrifty choice,” which leads them to the website in search of further deals.
Advertising through coupons is also very persuasive in drawing new customers to your store. When a new customer visits you, whether it is in-store or through the website, there is an opportunity to turn them into a regular customers. Regular customers are significantly valuable due to their repeatbusiness.
Occasionally, a product may be hard to move. This could be due to various reasons, including inappropriate costs or poor marketing. By offering bargain sales through coupons on these products, you may be given the opportunity to be re-introduced to consumers. While sometimes the deals you offer may cause your finances to take a hit, marketing professionals advise that it is still advantageous to offer these coupons to increase the number of your customers and products sold. Coupons also have an astonishing mental impact on customers, attracting them to your brand. A discount sale encourages the purchaser to feel as though they have achieved something, a “Killer deal!” which enables them to justify their spending. Through coupons, business owners are providing something valuable. Instead of persuading a buyer through basic advertising, the business owners offer a great deal, which prompts the customer to check out the product for themselves. Subsequently, numerous customers consider coupons to be an act of kindness and generosity instead of an assertive and over-bearing attempt to sell the products.
For Customers
Due to coupons provided by companies, more customers are able to afford more products. Coupons are not only beneficial in the retail market but also in the restaurant industry. A discountedmeal allows the consumer to try out new food that they would not have otherwise been interested in. The logic behind this method for some consumers is that if they do not like the food, they didn’t break the bank over it. Coupons allow customers to get more for their buck, and especially now, customers appreciate the discount.
In the supermarket industry, coupons allow customers to purchase products that they normally buy monthly, in bulk. This is helpful in saving money long-term. Coupons are particularly useful for boxed and/or canned foods that have a longer shelf-life. Even though it may be a rather tedious process, comparing the prices of items purchased through coupons to those purchased at full price will enable the consumer to know if the coupons have really been successful in saving money over time. Coupons also allow people to stock up on items needed for emergency preparedness. Additionally, they facilitate consumers to more effectively ration and extend their monthly or weekly budget. The cash that is saved through using coupons can be diverted towards savings goals, such as a mortgage or vacation funds.
It is easily concluded that coupons are beneficial for both business owners and their customers. Therefore, you should consider the ideas mentioned while promoting your business or saving money on products and services.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
It is no secret that many people often prefer to hire tax advisors to file their taxes. However, many people are unaware that this option even exists. If they do, they often refrain from asking the important questions in the beginning to legitimize their potential advisor. A total of 80% of people who acquire tax advisors never bother to ask about documentation or credentials. Through a recent survey, around 75% of people never bother to ask whether their advisor will be representing them if a tax audit happens or not.
To some, hiring a tax advisor may sound like a crazy idea. Sharing all their personal details with that person regarding their income, their accounts, personal life, kids, along with their social security number, maybe extremely anxiety-provoking. The question becomes, how can you find a reliable tax advisor with proper credentials and who fits your specific needs? Here are few tips that will help you:
Ask for an advisors Tax Identification Number
According to the Internal Revenue Service, anyone who is assisting or preparing to assist in federal tax returns must acquire a PTIN. However, these rules don’t apply to volunteer advisors. Always be sure that the tax advisor you have hired has a legitimate PTIN number and that they put it on your tax returns, as this is also a requirement of the IRS.
Require a CPA, law license, or Enrolled Agent description
It is not hard to obtain a PTIN, so why settle there? Advance a step and get an advisor who is a certified/ licensed enrolled agent. This is someone who has completed the IRS Annual Filing Season Program (AFS). Such identification requires vast amounts of study along with education and an exam.
How do you find a reliable tax advisor with proper credentials who fits your requirements? A great way is to check out the Internal Revenue Service directory. This contains a list of authentic and recognized professionals that you can choose from. These professionals are reliable and vetted, ensuring that they deliver exceptional service.
Look for friends in high places
Being a member of proficient organizations like the “National Association of Tax Professionals,” “National Association of Enrolled Agents,” or the “American Institute of Certified Public Accountants” is an extremely beneficial credential to have, as most of these organizations have proper moral codes along with a set of certified conduct expectations.
Reconsider those who don’t e-file
The Internal Revenue Service requires a paid tax advisor, who can complete more than ten tax returns for a customer, to be able to file automatically through the Internal Revenue Service e-filing method. If a tax advisor fails to offer an e-file, it is a clear sign that this advisor is lacking in experience and is not doing as much tax prep as they portray.
Confirm they would sign on the dotted line
According to the law, these paid tax advisors are required to sign their customers’ takings and mention their PTINs to ensure legitimacy. Avoid signing a vacant tax return because it will allow advisors to put anything they choose on the return, like their own bank account details, in order to steal your refunds.
Check if they’d have your back
Like enrolled agents, such as attorneys with CPAs, PTINs can represent a client in front of the Internal Revenue Service throughout audits, expenses, compilation problems, etc. Advisors who fulfill the “Annual Filing Season Program” have the authority to represent customers but only under limitedcircumstances.
Being available and accommodating is also crucial when hiring an advisor. Even after the tax returns are done and the filing season is over, a professional tax advisor will take your case, reply to an email, and allow you to come for a visit.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Most people do not like the tax season, except when they are expecting a large refund. The process of getting your documents in order all on your own can become rather troublesome. If you are unsure whether you need professional help with your taxes, the following are some signs to watch out for.
No time
For many individuals with multiple ways of earning, complying with the requirements that come with doing their taxes may be a daunting affair. Even those who have only one job may still find the process to be tedious and difficult. It can be very time consuming to prepare the appropriate documents for the tax return. Most individuals employ tax professionals to do their taxes so that there are minimal chances of thoughtless and costly mistakes. Individuals tend to continue their routine work and let the tax advisors do their job. It is important to ensure that the accountant you hire has the proper qualifications, along with appropriate credentials.
Major life change event
Many significant life events may occur over time. Some of these include getting married, divorced, having a child, or obtaining another employment. These events could mean an addition or reduction in the yearly income. If you are getting married, it means that an addition is going to be made to the annual income if the spouse also works. Moreover, if someone gets a divorce, it means that the divorce settlement has to be met. When your tax situation changes, there are steps that need to be taken, along with various forms that need filling. If someone does not understand the tax law, it is important to hire a professional who will advise what to do. If someone forgets to make certain changes when they file, it could result in IRS charging them with added fees.
Business taxes
When a person starts a business, it is a given that taxes will become more complex. Business taxes vary greatly from personal taxes, regardless of whether you are an exclusive owner. In the event of starting up a business, it is prudent to hire a tax accountant or a bookkeeper to assist in taking proper care of the taxes. A professional tax advisor will guarantee that you get the most deductions you warrant while steering away from the expenses you cannot claim.
From the birth of the business, you must make sure that you have separate accounts for the business and any other income that you earn. For some people, distinguishing between the two can be troublesome, so it is typically a good idea to hire a professional bookkeeper or a tax accountant to help with filing the tax forms. Regardless of whether any business achieves success or not, there will always be additional charges for taxes, which can be tiresome and tedious to fill out. An accountant will also provide advice on how to diminishtaxes throughout the year.
Paying back taxes
One of the most common errors individuals make is paying taxes on past filings. This may be because they must account for personal costs, including the amount given to the Internal Revenue Service (IRS). A professional tax accountant can assist with managing finances with regards to recounting what has just been paid versus what more you will have to pay. There may be a case where you are awaiting a refund, yet the taxes are still being paid. This process can become a bit complex when the time arrives to disclose this to the IRS. Therefore, it may be beneficial to have a professional look at your taxes.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Every adult that has purchased anything on credit has a credit score. Your credit score gives you buying power when it comes to homeownership or financing a vehicle. It can also affect what you pay for internet and phone services, utilities, and insurance. There are even some companies that require a certain credit score to be employed with them. A high or low credit score can be the difference between a great job and a good lifestyle and higher interest and debts.
Because there is such importance placed on your credit score, it is essential that you know what yours is and how to get it higher and keep it there. Here are five tried and true ways to raise your credit score.
Credit Cards
When it comes to your credit score, a credit card can have a large positive or negative impact on your credit score. Most people carry at least one credit card though it is suggested that you avoid having one altogether if possible. If you feel you must have a credit card, here are a few things to keep in mind.
Don’t get a credit card with a high-interest rate
Don’t have more than one credit card
Make more than your minimum payments
Always keep the balance lower than 10% of your limit
Make them a priority to pay off before no to low-interest loans or payments
Only use your credit card for emergencies
Avoid Debt
While it is understandable that most people don’t have enough cash on hand to purchase a home or car without a loan, you should avoid purchase on credit as much as possible. When you do need to carry a loan, here are a few things to consider.
Shop for lenders
Get the lowest interest rate possible
Borrow from a friend or family member to avoid interest
Pay more than the minimum payment
Make these loan payments a priority
Pay them twice a month if possible
Stop Applying
Many people don’t realize that every time you apply for a credit line, whether a loan, a rental application or a store credit card, those applications initiate a hard credit check. Every hard credit check lowers your credit score. So if you are car shopping or trying to get a discount on your purchase by applying for the store credit card, you are loweringyourscore. Here are some things you can do to avoid this.
Don’t apply for cards or storecredit; you don’t need to get a discount
Go to your bank or a lender and obtain preapproval for a car or home loan before shopping
Use websites that do not affect your credit score to check your score and know what it is before applying for lines of credit
Dispute Your Credit Score
Many people think their credit score is etched in stone and cannot be changed until the credit falls off. While it is true that after seven years old debtfallsoff, there are times when items on the credit report don’t belong there. Here are some things you can do to get bad debt removed from your credit score.
Dispute old debt that is still on your report after seven years
Dispute any debt you don’t recognize
Pay off any debt that is still on your valid credit report
Pay Bills on Time
While financially responsible working adults should pay all bills on time, it is especially true of those bills that will lower your score if paid late. When prioritizing your bills, you should make those bills with high-interest rates and attachments to credit reporting a priority. Here are a few other things to keep in mind when paying your bills.
Pay more than the minimum payments on bills with interest
Check to see if any of your utility or service bills can be attached to your credit score for paying on time
Make double payments per month on bills with interest
Conclusion
These are five areas of focus that will improve your credit score if you apply them. Knowing your credit score and how it affects your financialhealth should be a priority to every financially responsible working adult.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Essential Bookkeeper Functions for Business Success
Bookkeeper functions include the critical financial tasks that maintain accurate business records, track cash flow, prepare tax documents, process payroll, and generate financial reports—forming the foundation of successful business operations. These essential responsibilities encompass daily transaction recording, bank reconciliations, accounts payable and receivable management, regulatory compliance, and strategic financial analysis that enables informed business decisions.
I’ve spent over two decades building Complete Controller into a leading cloud-based financial services provider, working with businesses across every industry imaginable. The single most consistent factor separating thriving companies from those that struggle comes down to mastering these core bookkeeper functions. When you implement proper financial processes from day one, you create the infrastructure for sustainable growth while avoiding the cash flow disasters that claim 82% of failed small businesses. This article breaks down the essential bookkeeping tasks that transform financial chaos into strategic clarity, providing you with actionable insights to optimize your business operations.
Financial transaction recording involves capturing every business transaction with accurate categorization and supporting documentation
Cash flow management includes monitoring daily deposits, tracking expenses, and maintaining optimal working capital levels
Tax preparation encompasses year-round record keeping, quarterly planning, and strategic deduction optimization
Strategic financial analysis transforms raw data into actionable insights for business growth
Core Daily Bookkeeper Functions That Drive Business Success
Professional bookkeeping starts with consistent daily practices that capture financial transactions in real-time. Modern bookkeepers leverage cloud-based accounting software and automated bank feeds to maintain accuracy while reducing manual data entry. These daily tasks create the reliable financial foundation supporting every other business function.
Transaction recording stands as the cornerstone of all bookkeeper functions. Every sale, expense, payment, and receipt requires proper documentation and categorization according to accounting principles. Professional bookkeepers establish systematic procedures for processing financial data, maintaining audit trails, and protecting against errors that compound over time.
Financial record management and data entry
Financial records form the backbone of business accountability, requiring organized systems for managing invoices, receipts, bank statements, and supporting documents. Professional bookkeepers create standardized filing systems—both digital and physical—that satisfy audit requirements while enabling quick access to critical information.
The evolution of bookkeeping technology has transformed traditional ledger keeping into sophisticated software management. While accounting software automates many routine tasks, human expertise remains vital for complex transaction classification, error detection, and maintaining compliance with accounting standards.
Cash flow monitoring and bank reconciliation
Daily cash flow monitoring provides real-time visibility into financial positions, helping businesses maintain adequate working capital for operations and growth. This critical function involves tracking deposits, monitoring account balances, identifying payment patterns, and forecasting future cash needs.
Bank reconciliation procedures require meticulous attention to detail, comparing internal records against bank statements to identify discrepancies immediately. Professional bookkeepers perform these reconciliations regularly, catching errors before they impact financial reporting or tax compliance.
Strategic Financial Reporting and Analysis Functions
Financial reporting transforms raw transaction data into meaningful business intelligence. Professional bookkeepers generate comprehensive financial statements that comply with accounting standards while providing clear insights into business performance, profitability trends, and growth opportunities.
These strategic bookkeeping functions extend beyond basic compliance to include variance analysis, key performance indicator tracking, and customized reporting packages tailored to specific business needs.
Monthly financial statement preparation
Monthly financial statements—including balance sheets, income statements, and cash flow reports—require careful application of accrual accounting principles. Professional bookkeepers match revenues with expenses, properly recognize income, and maintain consistency across reporting periods.
Advanced reporting includes detailed analysis of budget variances, profitability by segment, and trend identification that informs strategic decisions. These insights help business owners understand financial results beyond surface-level numbers.
Business performance analysis and reporting
Performance analysis involves examining financial metrics to identify operational strengths and improvement opportunities. Professional bookkeepers analyze gross margins, overhead ratios, customer profitability, and other key indicators that drive business success.
Customized reporting packages address specific management needs, whether tracking project profitability, monitoring inventory turnover, or analyzing customer payment patterns. These specialized reports provide actionable intelligence for optimizing operations.
Essential Tax Preparation and Compliance Functions
Tax compliance represents one of the most critical bookkeeper functions, requiring specialized knowledge of constantly evolving regulations. Professional bookkeepers maintain comprehensive records throughout the year, maximizing deductions while minimizing compliance risks.
Modern tax compliance extends beyond income tax preparation to include sales tax management, payroll tax administration, and industry-specific requirements. Small businesses face numerous tax obligations that require careful tracking and timely filing.
Year-round tax preparation and planning
Effective tax preparation begins January 1st with systematic expense tracking and documentation procedures. Professional bookkeepers monitor tax law changes, track deductible expenses, and implement strategies for optimizing tax positions throughout the year.
Quarterly planning sessions help businesses estimate tax obligations and manage cash flow accordingly. This proactive approach prevents year-end surprises while identifying opportunities for tax savings through timing strategies.
Regulatory compliance and audit support
Compliance management encompasses various regulatory requirements beyond basic tax filing. Professional bookkeepers help businesses navigate industry regulations, labor laws, and financial reporting standards that become increasingly complex as companies grow.
Audit support demonstrates the value of maintaining detailed records. When facing examinations, organized documentation and clear explanations of accounting methods result in faster resolution and better outcomes.
Accounts Payable and Receivable Management
Managing payables and receivables directly impacts cash flow and business relationships. Professional bookkeepers establish systematic procedures for invoice processing, payment term optimization, and collection management that balance financial efficiency with relationship maintenance.
Effective management requires strategic timing of payments to optimize cash flow while maintaining vendor goodwill. This includes taking advantage of early payment discounts and negotiating favorable terms.
Managing accounts payable and vendor relations
Professional payables management implements controls including three-way matching of purchase orders, receiving reports, and invoices. These procedures prevent duplicate payments and maintain accurate expense records while protecting against fraud.
Vendor relationship management involves regular communication about terms, prompt dispute resolution, and strategic partnership development. Strong vendor relationships provide flexibility during challenging periods and support business growth.
Optimizing accounts receivable and collections
Receivables management balances customer service with cash flow optimization through systematic collection procedures. Professional bookkeepers establish credit policies, monitor payment patterns, and implement collection strategies that maintain relationships while accelerating cash collection.
Advanced management includes analyzing customer behavior, identifying collection risks early, and implementing preventive measures. This analytical approach improves cash flow predictability and reduces bad debt losses.
Technology Integration and Modern Bookkeeping Functions
Technology integration has revolutionized bookkeeping functions, with 78% of small businesses now using cloud accounting software. Modern bookkeepers leverage automation tools, real-time reporting, and remote work security protocols to deliver enhanced services.
Cloud-based platforms provide real-time financial visibility, automatic backups, and seamless integration with banking systems. Professional bookkeepers help businesses select and implement appropriate solutions while maintaining the human oversight necessary for strategic value.
Final Thoughts
Mastering essential bookkeeper functions creates the financial foundation for sustainable business growth. From daily transaction recording to strategic financial analysis, these core responsibilities protect against the cash flow failures that claim most small businesses while providing the insights needed for confident decision-making.
Professional bookkeeping transforms financial management from a compliance burden into a strategic advantage. Whether managing these functions internally or partnering with experts, investing in proper bookkeeping pays dividends through improved accuracy, better cash flow, and clearer business insights. Ready to optimize your bookkeeping functions? Contact the experts at Complete Controller for guidance tailored to your business needs.
Frequently Asked Questions About Bookkeeper Functions
What are the most important daily bookkeeper functions for small businesses?
The most critical daily bookkeeper functions include recording all financial transactions, managing cash flow, processing invoices and payments, and maintaining organized financial records. These tasks form the foundation for accurate financial reporting and help prevent the cash flow problems that cause 82% of small business failures.
How do bookkeeper functions differ from accounting services?
Bookkeeper functions focus on day-to-day financial record keeping, transaction processing, and maintaining accurate books. Accounting services build upon this foundation with strategic analysis, tax planning, financial forecasting, and advisory services. While bookkeepers handle the tactical execution, accountants provide strategic financial guidance.
Can technology replace traditional bookkeeper functions?
While 78% of businesses now use automated accounting software, technology enhances rather than replaces bookkeeper functions. Automation handles routine data entry and calculations, but human expertise remains essential for transaction classification, error detection, compliance management, and strategic financial insights that software cannot provide.
What bookkeeper functions should I outsource versus handle in-house?
Consider outsourcing specialized functions like payroll processing, tax preparation, and complex compliance tasks that require specific expertise. Keep strategic functions like budgeting and cash flow management closer to home. Many businesses find hybrid approaches work best, combining in-house oversight with professional bookkeeping support.
How much do professional bookkeeper functions typically cost?
Professional bookkeeping costs vary based on business size and complexity. Full-time bookkeepers typically earn $40,000-$55,000 annually, while outsourced services can reduce costs by 30-50% through efficiency and elimination of employment overhead. Many businesses save $15,000-$20,000 annually by outsourcing to professional bookkeeping services.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Small businesses have different short and long-term goals than larger businesses. The main reason for this is that they have fewer resources and less time for recruitment. Small businesses have difficulty finding and hiring potential candidates because they lack the top larger businesses for recruitment. The hiring process is often difficult and can be expensive when looking to recruit top talent and fill out your business needs with high-quality candidates, making it difficult for small businesses to compete with larger companies. Here four great tips for social media recruitment to help your small business hire the best candidates.
Share Your Business on Social Media
In today’s advanced technology world, many businesses, large and small, utilize what is referred to as social recruiting. This type of recruitment is done by either using different social network platforms or by employee referrals. Social recruitment gives several advantages to small businesses. The advantages are connecting to potential employees, expanding the hiring pool, and understanding the candidate’s personality.
Business recruitment depends on how the business engages with existing and potential employees and well-established social media strategy. Your business needs to post updates regularly with ongoing interaction, specifically engaging your social media followers.
Current employees can also use their social media platforms to attractandrefer potentialstrongcandidates among their friends and followers. You can even offer your employees incentives for referral recruitment if their efforts result in a candidate’s hiring and retention.
Post a Thorough Job Description
No matter the platform you use to advertise your job opportunity, it is essential that you provide a thorough job description. You should get assurances that the business goals are clear and concise, but robustly you should layout the job description and requirements through concise bullet-points. It is proven that those businesses, regardless of size, attract more qualified potential candidates because the job description was clear and the expectations were well laid out. The job description can also provide the opportunity to see how the candidate submits their qualifications. The job description will allow them to tailor their resume or cover letter to the job.
Candidate Selection
Social media is not only used for advertising the organization’s vacancy, but it can also be used to screen applicants. Whenever a candidate’s application is assessed, the organization must review its skills with their personal qualities and previous experiences. But this approach doesn’t allow an organization to assess candidates as per behavioral values. This is the point where social media can play an important recruitment role. Reviewing candidates’ social media profiles, including Instagram, LinkedIn, Facebook, and Twitter, will help your business know more about the candidate. This includes the applicant’s interests, hobbies, and behavior as gathered through the information they are posting on socialplatforms and the type of content they put out or engage in.
Widening the Talent Pool
Social media can attract candidates, but it can expand the talent pool by widening a small business’s reach to potential future employees. Most small businesses can’t attract high-quality candidates without great expense to compete with larger businesses. Social media levels the playing field. Because a strong social media presence doesn’t cost a lot, if anything, and it is not dependent on the business size and budget, any business can attract or find great candidates and have a larger talent pool from which to select.
Conclusion
Small businesses should be able to find and hire the best candidates regardless of their business size. To be competitive with larger businesses for the best employees without astronomicalcosts, small businesses must use social media recruitment. Using these tips will help your small business thrive with top talent staff to support it.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
