When a Growing Business Needs an Outsourced Controller — Worksheet

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

First phase	Deliverable	Acceptance criterion
Understand the records	Account and system inventory	All material accounts identified
Establish the close	Calendar and responsibility matrix	Each schedule has an owner
Resolve exceptions	Reconciliation and correction log	Differences supported or explicitly open
Deliver reporting	Financial package and commentary	Owner can trace material changes
Improve controls	Access and approval recommendations	Responsibilities documented

Resolve the decision

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Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.