Part-Time Controller, Finance Director, CFO & Accounting Management Services

Excelsior provides Controllership, Finance Director, CFO and accounting management services on a part-time basis - from once a month to multiple days a week, depending upon your unique needs. We believe meaningful financial statements paint a clear picture of an organization's financial situation - communicating both past results and current needs. All too often, however, the CEO's, Executive Directors and business owners we encounter tend to receive too little financial information too late.

With Excelsior at your side, you can relax and take a deep breath. We specialize in preparing timely, accurate and reliable financial statements - all conveyed in a concise and informative package that highlights the key performance drivers for your business. We can assist with a myriad of your accounting and financial reporting needs, including:

• Financial statement preparation & analysis

• Annual & interim budgeting

• Cash flow management

• Internal control implementation

• Accounting policy reviews & revisions

• Financial forecasts & projections

• Day-to-day accounting department management

• Managing your annual financial statement audit

• General bookkeeping services

Services & Pricing

A "For-All" Company

At Excelsior, we are re-imagining the role of for-profit businesses in our communities. As our client, you can rest assured that we are not only in the business of taking care of you and your needs - we are also committed to taking care of our employees and leaving our communities better than we found them. We call this a "For-All" business model, and here's a little of what makes us so special:

Equal Opportunity

A Word from Our Founder: When you start a small business, you learn a lot of things the hard way. I have always felt a diverse representation of backgrounds and perspectives to be important to the long-term success of both our company and society as a whole, but I admit it’s only within the last year that I fully realized it is simply not good enough to sit and wait for progress to find us. As a white male, I feel it is my responsibility to do my part to right the very inequities I myself benefit from every single day.

So in 2020, I looked around. I saw that I had a company that appeared to be succeeding in certain areas – we proudly served multiple clients owned or operated by women and minority businesspeople and since our first employee, women have always comprised at least half our workforce. But where we were coming up glaringly short was in our team’s racial and ethnic diversity. One early problem I experienced in recruiting was a minimal amount of diversity in our applicant pool and in seeking to address this, I shifted from passive recruiting to active recruiting – reaching out directly to candidates who (at least on paper) met our high standards and ensuring that at minimum, 80% of the candidates I proactively recruited were from communities currently underrepresented in our company. Soon after, I began to realize I was quickly running through the pool of candidates of color in our geographic area that met the requirements for the position I was seeking to fill.

According to a study from Howard University, as of 2014, roughly 75% of all professional accounting positions were held by white employees and 90% of accounting firm partners across America were white. This in a country where over 42% of American adults identify as members of a minority community. While we will continue to prioritize our efforts to actively recruit and hire from underrepresented communities, we have also shifted our focus toward addressing what we view as the root of our profession’s diversity problem – a lack of diversity among college students studying accounting. In an effort to do our part to address this systemic problem, the 2021/2022 academic year will represent our first year engaging directly with Cincinnati Public School students on a volunteer basis to encourage their consideration of a career in accounting. We are also in the final stages of discussions with an area university to establish a scholarship fund to provide financial aid to students from underrepresented communities interested in studying accounting in college. The scholarship would provide a total of $25,000 to participating students over the next four years. If you have thoughts (critical or otherwise) on how we might better accomplish our goals, I would be immeasurably grateful for your time and for your perspective.

~ Nathan