Outsourced bookkeeping and Controller services, led by a CPA.
Clean books every month, a fast close and reports you can run the business on, from a team that understands operations first, not just historical numbers.
Most owners have a timing problem.
When the books run months behind, every decision is made on a guess, margin slips before anyone notices, and tax season turns into a cleanup bill.
Months behind
The bank feed is full of uncategorized transactions and the last real P&L is from last quarter.
Built for taxes, not decisions
The chart of accounts was set up to file a return, not to carve out one-time, non-recurring or personal expenses and show the business's true performance.
Receivables nobody chases
Invoices go out late and aging reports sit unread, so cash you already earned stays in your customers' accounts.
The bookkeeper or Controller just left
One person held the whole process in their head. Now nobody knows where things stand. We can step in and get you current.
One service: clean books and a Controller's monthly close.
Pricing depends on the complexity of your business. Schedule a call for a free consultation and we'll quote a fixed monthly fee.
- Bank, credit card and loan reconciliations every month
- Bills and invoices kept current, with an aging report you can act on
- Payroll and sales tax recorded the same way every month, and sales tax filed
- Accruals and deferrals, so each month shows what you really earned
- One-time, non-recurring and personal expenses carved out, so you see true performance
- Month closed within 5 business days and reviewed by a CPA
- A monthly P&L, balance sheet and cash summary you can act on
- A year-end package your tax CPA can use as is
Want help planning ahead too? The fractional CFO service builds on this.
We give life to the numbers so you can act on them.
We deliver clear ways to increase margin and cash flow, give you back time and help you reach your goals.
Operations first
You get a Controller who learns how your business actually runs, so the monthly numbers point to real decisions, not just a record of last month.
One team for the whole back office
Bookkeeping, the monthly close, sales tax, reporting and CFO advice under one roof, so nothing falls between your bookkeeper, your CPA and your banker.
Fair questions, straight answers.
What does an outsourced Controller do?
An outsourced Controller owns your month-end close: reconciliations, accruals, job or location profit, a balance sheet review and a monthly report package, delivered on a set schedule. You get Controller-level oversight without a full-time salary.
How is this different from your fractional CFO service?
Bookkeeping and Controller work make sure the numbers are right and on time. The fractional CFO service uses those numbers to look ahead: a 13-week cash forecast, the budget, lender conversations and growth decisions. Many owners start here and add CFO support as they grow.
What software do you use?
We work in QuickBooks Online and connect to the bank, payroll and field or point-of-sale systems you already use. No rip-and-replace.
What does it cost?
It depends on the complexity of your business: transaction volume, the number of bank and card accounts, and whether you track jobs or locations. Schedule a call for a free consultation and we'll quote a fixed monthly fee.
Will my tax CPA be able to use your work?
That's the point. You get a clean year-end package, so tax season isn't a cleanup project.
Get your books current and closed on time, every month.
A free consultation and a look at where your books stand today. You will know what it takes to get current before you commit to anything.
Book a Free Consultation