Need someone watching the dates and the approvals? We'll write both down with you.
Looking for an outsourced controller? Find what nobody is watching.
Answer four quick questions. Then a free call about your dates and approvals.
For the day the envelope comes.
Your free controls and deadlines check is ready to start. Where should we reach you?
How the free dates check works
- Answer four questionsAbout a minute. They show how your dates and approvals are handled today.
- Pick a time for a video callBring the name of your payroll provider and a list of your accounts, if you have them.
- Leave with a clearer listThe dates that need an owner, the money doors that need a rule, and the vendors missing a form.
A list, not a lecture
The call finds what has no owner yet. Most of what turns up is ordinary, such as a form nobody collected or a filing nobody confirmed.
You keep the final say and the authority over your bank. The practice sets up and watches these items, and it issues no signed reports on your statements.
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
Is the dates check really free?
Yes. The call is free and nothing needs signing. If paid work follows, the fee is put in writing before anything starts.
Do you need access to my bank?
Access stays in the company's name, and you keep the authority to move money. We talk through who sees what on the call.
Do you run payroll?
No. A full-service provider runs payday. We help set it up and check what it filed.
Who will I talk to?
Your call is with the Steven Palmieri practice, over video. Steven Palmieri works as a Tax CFO, the Entrepreneur's CFO.