Every business owner must understand their bottom line. Every owner must understand cash flows.

Sadly, many business leaders do not know their profit margin, standard margins for their industry, or how to obtain optimal results.

We can help!

Our outsourced Controller and CFO services are designed to help you make better decisions toward optimal growth, define your margins, maximize cash flow, increase profitability, and streamline your back-office function.

Gain the expertise of an in-house Controller/CFO, without the full time salary and benefits.  

Stop overpaying for generic solutions that aren’t meeting your needs.  

Unlike rushed virtual providers, we see you face-to-face to understand your business, address your concerns and help you attain your goals. 

Services offered

  • Financial statement preparation
  • Financial forecasting
  • Key performance indicators
  • Budgeting and expense analysis
  • Process and control review
  • Work In Process (WIP) preparation and analysis
  • Implementation of new accounting rules
  • Establish sources of credit and bonding
  • Liaison to your public accounting firm for audit/tax data

Meet Carole

Located in the heart of Charlotte, Carole is a Big 4 Alumna with over 18 years of experience as a CPA in various industry roles.

As an active member of CREW (Commerical Real Estate Women), and CFMA (Construction Financial Management Association); Carole was also recently recognized as a nominee for the Charlotte Business Journal’s CFO of the Year.

Let’s connect!

Carole@brockbankconsulting.com | 704-975-3358