Outsourced Controller and CFO Services

For many business owners, managing the day-to-day accounting and bookkeeping responsibilities like payroll, accounts payable and receivable and financial statements, is a time consuming process that takes you away from the activities that help you grow your business. That's why Portia Haggerty CPA, a Houston CPA provides outsourced controllership and CFO services to small business owners just like you.

For less than what it costs you to do it yourself or hire someone, Portia Haggerty CPA can manage all or part of your accounting function. We prepare timely and accurate financial reports and then provide you valuable business analysis of your financial data. With our assistance you will make better business decisions, lower your overhead and free up your valuable time to grow your business.

We will provide the following outsourced controller services:

  • Bookkeeper and accountant direction
  • Accounting systems and controls
  • Business coaching
  • Financial seminar training 
  • Financial reporting and analysis
  • Budgeting and planning
  • Tax planning and strategies
  • Mergers and acquisitions
  • Profit improvement
  • Assist with the acquisition or sale
  • Cash flow planning and analysis
  • Management information audit and analysis
  • Transaction classification, entry and verification
  • Daily cash balance tracking
  • Bank reconciliations
  • Credit card reconciliations
  • Accounts payable & receivable
  • Payroll
  • Raising capital
  • Risk management
  • Business valuation
  • Due diligence
  • Point-of-sale software and support
  • Accounting software training and support - QuickBooks seminar training 

We offer a FREE initial consultation for business owners in the Houston area. Call us today at281-313-2662and ask for Portia Haggerty regarding our outsourced controller and CFO services.

Please complete our Free Consultation request form. To get started, enter your email in the box below and click submit.