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Controller Services

Accountability & Growth

Controllers and CFO's play a crucial role in the health of the business by overseeing daily accounting operations and accounting-related departments, creating budgets, helping to recognize and hone-in on where operations could be streamlined, and providing insight on the financial picture of the business. Let's work together towards your financial success. 

 

Industries we have served and currently serve:

  • Nonprofits 

  • Creatives

  • Trucking (Short & Long haul)

  • Restaurants & Caterers

  • Boutique hostel / hotel

  • Travel Agencies & Host Agencies

  • Home health care services

  • Small Medical, Dental, and Therapist Groups

  • Daycare and adult daycare centers

  • General Contractors (Construction)

  • Rental Real Estate (Commercial and Residential)

 15+ Years of Practice

Request a Discovery Call

Our 45-minute discovery calls are conducted virtually via video conference. During the call we will discuss your needs, discuss service options and pricing, and together we will decide if we're an ideal fit. 

We are a virtual firm, therefore 95% of our working relationship will be through our portal and other technology. 

Starter

Average Monthly

$1,500

Bookkeeping (Our Team)

Yes

Financial Statements

Yes

Oversight of Accounting team and processes (Your team)

No

Accounting Cycle

Yes

Internal Financial Statements

Yes

Strategic Planning

No

Budgeting/Forecasting

No

Management Meetings

1x

Onboarding - 1 month

Growth

Average Monthly

$4,000

Bookkeeping (Our Team)

Yes

Financial Statements

Yes

Oversight of Accounting team and processes (Your team)

Yes

Accounting Cycle

Yes

Internal Financial Statements

Yes

Strategic Planning

No

Budgeting/Forecasting

Budgeting

Management Meetings

2x

Onboarding - 2 months

Enterprise

Average Monthly

$7,000

Bookkeeping (Our Team)

No

Financial Statements

Yes

Oversight of Accounting team and processes (Your team)

Yes

Accounting Cycle

Yes

Internal Financial Statements

Yes

Strategic Planning

Yes

Budgeting/Forecasting

Both

Management Meetings

4x

Onboarding - 2.5 months

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