Outsourced Controller & CFO Services

Get Strategic financial leadership without the overhead. We’ll provide strategic financial management, budgeting, and reporting to help you make informed decisions.

What we Offer

Business Plans & support with Grants and Applications

Whether you’re a small business looking to apply for funding, or a startup looking for new investors, we help you tell your Company’s story with a customized and tailored pitch deck, complete with market and industry data and insights.

Budgeting, Forecasting & Financial Strategy

Turn accurate financial data into valuable insights and actionable plans for the future. Whether you’re going to the bank, supporting fiscal accountability, or figuring out how to achieve key business goals and maximize your resources, our services are designed to help you visualize your company’s future.

Financial Analysis and KPI Reporting

Bespoke financial analysis and Custom KPI reporting. We work with you to identify and measure what performance metrics matter to your stakeholders. We help you to identify revenue growth and cost-saving opportunities.

Year-End & External audit support

We provide knowledgeable support to get over your year-end close and support you with audit requests/requirements, convert your numbers to audit schedules, and manage deliverables for your external audit. We are a plug-in solution to support your team during the busiest period of the year.

Scale your business with expert guidance— 

Unlock Financial Excellence With Kelly Richard Accounting & Consulting.

  • Unlimited support

    Support is available, whenever you need it.

  • Accounting. Anywhere.

    We use cloud-based solutions to help you run your business on the go.

  • Real-time financial data

    Nobody really likes surprises—especially when it comes to finances.

  • You're not a number

    We give each and every business professional TLC.

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