Controller
Full accrual accounting by our expert team to support your business’ growth. Our Controller package is designed for companies who need an expert eye on their accounting to ensure the numbers are in tip-top shape and the trends are moving in the right direction. We take the accounting management off of your shoulders, providing monthly investor-ready reporting alongside strategic insight and world-class support to help you as you grow and scale.
Everything your scaling business needs
Full Accrual Accounting
In depth review of your books upon onboarding to ensure you’re starting clean
Performing all accruals, depreciation, and amortization entries for investor approved books
Maintaining proper account and loan balances using our proprietary tools and backup documentation – ensuring complete and total accuracy
Strategic Insight and Support
Support from your team of Staff, Senior, and CPA level Accountants as needed (fair-use, of course)
Monthly meetings to review and discuss the month prior, and strategize for the months ahead
Customized Advanced Reporting; KPIs, graphs, and charts galore, helping you to see your financials from a birds eye view and understand what the numbers are telling you
Accounting Functions, Handled
AR; creation, submission, and monitoring
AP; bill entering, approval process setup, and electronic payment
Payroll; setup assistance & bookkeeping tax liabilities
Categorizing all transactions and performing monthly bank and credit card reconciliations
Monthly financial reporting (Profit and Loss, Balance Sheet, and Cash Flow)
Plus a full suite of optional add-ons to customize your subscription:
AR and AP Liason
Sales Tax Filing
Payroll
1099 Prep & Filing
Inventory Recording
Ad-Hoc Consulting & Projects
Our Controller package is perfect for…
