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A Note from
Brett J. Federer, CPA
A quick hello, a little about who I am and the kind of work I might be able to help you with.
Without
Controller-Level Structure
Accounting absorbs leadership time
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Close cadence drifts
Reports require interpretation
Accounting close has no owner
Historical issues keep resurfacing
No documented accounting policy
Decisions require digging
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ERP conversion left the books worse
Forecast and actuals never align
1099s filed late, wrong, or not at all
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With
Controller-Level Structure
Leadership stays above the accounting
Close runs on a defined cadence
Reports are structured for clarity
Accounting close has an owner
Historical issues are scoped and addressed
Accounting policy formally documented
Decisions rest on stable numbers
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Accounting side of ERP is stabilized
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Actuals sync into your forecast monthly
1099s prepared and filed on schedule
Tasks covered by
Brett J. Federer Accounting, APC
A package-agnostic view. The two green layers are everything the firm can run.
The layers above and below stay with your leadership and your tax provider.
Additional tasks not shown here are available via Add-Ons.
Controller Layer
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​Monthly Soft Close
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Material Exceptions Flagged
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Quarterly Hard Close
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Quarterly Financials Issued
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Reporting Integrity Maintained
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Existing Structure Maintained
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Historical Cleanup
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Accounting Policy Creation
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Capitalization Policy Creation
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Segment Reporting
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Accounting Workflow Redesign
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Accounting Stabilization
Executive Leadership
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Strategic planning
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Business decisions
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Board meetings / preparation
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Staff management and payroll
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Forecast creation & ownership
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KPI calculation and interpretation
Bookkeeper Layer
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Data Entry & Bank Reconciliations
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Accounts Payable
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Accounts Receivable
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General Ledger Maintenance
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1099 Preparation & Filings
What I Take Off Your Plate
Choose the package that matches the level of support needed. Each standalone package includes the same controller-level close foundation, with added services as the scope expands.
Accounting Execution Package
Operational execution plus monthly closes
Monthly Soft Close
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Material Exceptions Flagged
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Quarterly Hard Close
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Quarterly Financials Issued
(Internal-Use)
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Accounts Receivable
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Accounts Payable
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Data Entry
Bank Reconciliations
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1099 Preparation & Filing
Monthly Retainer
Want to talk through how this structure would work inside your business?
Click the trees below.
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Build Structure That Frees You.
Designed for founders who want clean, consistent financials and the confidence to make decisions without second-guessing. If that’s what you’re building toward, I’m here.