CFO-Controller Roadmap

Controller Services

Adams Woollgar

Financial Services LLC

The CFO-Controller Roadmap is:

  1. A comprehensive, detailed diagnostic of CFO and Controller responsibilities and activities for Accounting and Finance.
  2. Incorporates our deep professional first-hand experience and understanding of client environments
  3. We identify key issues, recommend improvements and suggest priorities
  4. Assessment can take a few days (light) to ten days (detailed)


To ensure your business’s capital is being properly managed, your financial controller will establish internal controls over accounting procedures, and ensure that accurate records are kept.  To do this, we fulfill some or all of the following responsibilities:

  1. Leading your business’s accounting strategies
  2. Reviewing and approving invoices and accounts
  3. Maintaining financial records
  4. Liaising with your tax accountant and external auditors
  5. Carrying out banking, finance and insurance activities