CONTROLLERSHIP SERVICES

ZD’s professionals are dedicated to serving our business clients including entrepreneurial start-ups, established privately owned businesses, family offices, private equity and mezzanine funds, and professional corporations. We will gain an in-depth knowledge of your unique business operations, environment, and people to successfully deliver a highly personalized level of attention including tailored solutions that address the unique challenges and opportunities faced by each sector.

In-house accounting personnel can be expensive from recruitment, training, and development, to benefits, to severance and termination costs. ZD offers a cost-effective solution by providing scalable services backed by over thirty years of controllership experience.  Our services ensure continuity, allowing you to focus on growing your business while minimizing these ongoing costs.

To assist your business with continually growing accounting demands, we offer services including, but not limited to, the following:

Generalized Accounting Services

• Preparation of monthly, quarterly and annual financial statements
• Development and maintenance of accounting policies and procedures
• Support in the development and execution of business plans
• Management of general ledger including account analyses and reconciliations
• Budget preparation and oversight
• In-depth analysis of production costs and job costing

Management Reporting Services

• Development and presentation of financial information and analyses to management
• Preparation and implementation of a cash flow management plan
• Outreach to investors by providing insightful reports
• Reporting relevant metrics to management to ensure effective decision making
• Analysis of trends that can impact business strategies and operations

Annual Services

• Preparation of financial statements and related note disclosures for external auditors
• Audit preparation services including review of internal controls
• Liaise with external auditing firm or tax preparer and prepare audit/tax-requested schedules