Your Petoskey CPA Firm of Choice for Controllership Services

Based in Petoskey, MI, Cornerstone CPA Solutions is Northern Michigan’s CPA Firm of Choice, offering tailored controllership services for small businesses and non-profits. From our Petoskey location, we also serve Harbor Springs, Charlevoix, South Carolina (Hilton Head Island and Bluffton), and nationwide clients. Our function as your Controller is to provide financial oversight and management to guide your organization forward. Unlike bookkeeping, which only records transactions, or accounting that analyzes data, controllership focuses on strategic and proactive financial management, all to encourage and maximize your potential.

Strategic Financial Solutions

A full-time controller is likely out-of-reach for your small business or non-profit, but our controllership functions provide a cost-effective approach to proactive and integrated virtual and in-person controllership services. As part of a comprehensive controllership service arrangement, we can provide:

• Budgets
• Forecasts
• Internal controls
• Complete management of accounts receivable and payable
• Accounting system creation and maintenance
• Advisory
• Planning and compliance
• Collaboration with your other business professionals, such as lawyer and financial planner

Why Cornerstone CPA Solutions?

As Your CPA Firm of Choice, we offer a level of services that is difficult to find elsewhere:

• Personalized Services: A smaller, select client base combined with greater adaptability deepens our relationships with clients. Our services are tailored to your unique needs while providing you access to an experienced controller.
• Clear Communications and Support: Prompt responses and turnaround are intended to disrupt the accounting profession’s reputation for impersonal and unresponsive services. We are not external–we become part of your team.
• No Geographical Barriers: Leveraging modern technology, we serve clients virtually across the U.S. and in-person in Petoskey, Harbor Springs, and beyond.

Contact Your CPA Firm of Choice

Are you ready to gain access to a CPA and controller that will help you streamline accounting functions and efficiency, and maximize your benefit of it all? To take your first step in partnering with us, please submit an inquiry by completing a brief assessment form.