Free job check
CFO or controller? Which job is actually missing?
Four taps. Both jobs, usually in one person.
A slice of the year can still move.
The which-job check is ready. Where should we reach you?
How the free job check works
- Name the half that is missingCounting, deciding, or the return that needs both.
- Look at one monthIf you can point at it, the controller's half exists. If you can change the year from it, the other half does too.
- Leave with one person or noneA Tax CFO who does both, or a smaller need than the titles suggested.
Two titles, often one person
We will not sell you a department. At a small company the person who counts and the person who decides are usually the same chair.
A title does not authorize a signed report. That signature stays with a CPA firm, and only when someone else's rules require it.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
What is the difference?
A controller counts what happened. A CFO decides what happens next. A Tax CFO does both and builds the return from the same months.
Do I need two people?
Usually no. The cost fear assumes a structure a small company does not have.
Does either title sign an audit?
No. A title names the work. A CPA firm signs an attest report, and only when it is required.
Who is on the call?
Steven Palmieri, as a Tax CFO. The practice counts the month and decides the next one, and it is not a CPA firm.