We Are Your In-Between
Closing Your Books fills the void between your business’s bookkeeper and tax accountant/CPA.
Stay on track financially, implement smart financial management practices and eliminate costly accounting surprises with our part time Financial Controller and CFO services.
Working with Lozelle Mathai
At Closing Your Books, we want your organization to not just survive but truly thrive, and the first step is getting you to become dangerously in love with your finances. Understanding the ins and outs of your numbers and using this to your advantage as you plan for the future is the key to unlocking your team’s full potential.
Just because cash is in the bank does not mean that you are necessarily achieving your organization’s goals. There’s no more room for “I wish I knew what this financial statement means” or “If only I could reach the next level of growth” – we want you to have control over your books, your operations, your profits, your business and move your business to the next level proactively, not reactively. Get back in the driver’s seat and gain the financial confidence you desire with Lozelle Mathai, founder of Closing Your Books!
Why Closing Your Books is the Accounting Specialist You Need On Your Team
Each of us invites professionals to be on our teams. For our health and wellness, we might have a general practitioner (MD), a chiropractor, a cardiac specialist, and a nutritionist working together as a team. You need your MD to interpret your X-rays and plan for your future. You might only see your cardiologist twice a year and see your chiropractor monthly.
It’s the same in accounting. For your small to medium-sized business, you might have a bookkeeper and a tax accountant. While you see your tax accountant only twice a year, you may—several times during the year–want to consult with an accounting specialist (a finance manager, an internal controller, or a Chief Financial Officer/CFO) to interpret for you what is happening with your finances.
We fill the gap between your bookkeeper and your tax accountant. Our focus is on small/medium businesses that need a finance manager, internal controller, or chief financial officer (CFO), but are not big enough to have one of these essential accounting positions – Is that you? If so, contact Closing Your Books today!
Making sure your business is taken care of together.
Closing Your Books provides customized part-time services for significantly less money than a full-time Controller or CFO, giving you a cost-effective solution backed by multiple business degrees, over 18 years of experience and a true passion for all thing finance.
We are specialists in CFO/Controller work, so rather than offering bookkeeping, our work is largely focused on strategic growth planning which allows your business to take the appropriate steps to flourish both short and long-term. Some of our Controller/CFO work includes:
Take back Control & Start Living Dangerously.
Once you understand the fundamentals, get your bookkeeping up to date, learn how technology can help, dig into your accounting software and financial transactions, you will know enough to be “Dangerous”…. Dangerous enough: To feel confident to ask questions. To know what your bookkeeper and tax accountant is supposed to be doing. To know what your monthly, quarterly and yearly financial statements are telling you. To be able to identify if something is not correctly reflected in your financial statements. And so much more. #dangerouslyinlovewithyourfinances
CONTACT LOZELLE MATHAI
Unsure whether you need a Part-Time Financial Controller or a Part-Time CFO for your business? We’d be pleased to outline a proposal for you – just fill out the Contact Form to reach out to us, or schedule a consultation with Lozelle.