You are running a business but have NO playbook.
Relax, you're in the right place.
A BUSINESS PLAYBOOK BUILT JUST FOR YOU.
THE CONTROLLERS CAPSULE
i'd like that!
Do you walk into the office and have no idea what to do, how to organize your documents, what financial reports and metrics to review? What about how to even get started in your business, even if you're already years in?
I have spent nearly 25 years in accounting, finance, audit, SEC Reporting and controllership.
As both a private and public company controller, I know what works and what doesn't; what needs a process and how to close the books.
ARE YOU JUST STARTING OUT OR ARE YOU A SEASONED PLAYER?
The Controllers Capsule allows you to get right to work
The Controller Capsule allows you to get right to work
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getting started is one of the hardest blocks to overcome
I analyzed and dug deep into what the issues were and have taken all of my knowledge and 20+ years of experience to provide to you the Controller Capsule which is your playbook for a profitable business.
I once walked into a business that was a complete mess.
i realized there had to be a better way for small business owners to know and run their business.
The bones of the business! From closing the books to payroll, taxes and all the spreadsheets & templates you can imagine!
module 3 - the cao
04
Decision making, strategy and leadership concepts all here.
module 3 - the ceo
03
From budgeting and forecasting to monthly financial reviews, we cover it all.
module 2 - the cfo
02
We cover onboarding, project management, insurance and tons more!
module 1 - the coo
01
the modules
Are you ready to stop guessing and start leading with proven tools designed to help you take control and drive results?
ARE YOU THE CFO BUT FEEL STUCK WITHOUT THE TEMPLATES, PROCESSES, AND SPREADSHEETS THAT ACTUALLY WORK?
IT’S TIME TO GET THE TOOLS YOU NEED TO RUN YOUR BUSINESS WITH CLARITY AND CONFIDENCE.
You're in the right place.
Comprehensive Decision-Making Support
Time Efficiency
Improved Financial Oversight
Enhanced Productivity
Operational Clarity
Proactive Problem-Solving
The Controller Capsule provides...
get it now!
I love using products and tools that work seamlessly together—where one action can create a ripple effect, impacting multiple areas. When a single tool solves more than one problem, it’s a game-changer. Functionality drives efficiency and productivity, both of which are essential for building a successful and profitable business.
I’m Erica and I love functional tools and workflows.
Hey there,
The last 20+ years...
Have taught me so much about what works and what doesn't... from a business perspective. I have taken the knowledge from clients such as Walt Disney World, NASCAR, Marriott Vacations Worldwide and packaged that into The Controller Capsule. A capsule of the best of the best resources, templates, checklists, processes, workflows and spreadsheets.
this capsule is one-of-a-kind, promise!
experience matters
I have held roles in all aspects of business - from a public company auditor with PricewaterhouseCoopers to a public company Controller. From running the treasury department to booking journal entries I know how to set up controls and processes.
With 5+years experience writing and preparing financial statements for a ~10 BILLION dollar company, I know the importance of detail, precision and deadlines.
You won't get a more well-rounded capsule of information right at your fingertips.
templates, spreadsheets and workflows
I am passionate about data organization and workflows. Having worked with thousands of data files and all of the processes within an organization - not to mention preparing process flows and controls for companies including Office Depot, Publix and Starwood Vacations, I know the importance of a well-designed and implemented process.
The Controller Capsule includes tools & templates for fixed assets & depreciation, a month-end close checklist, CRM workflows, and many more.
This playbook includes everything you need to start or scale your business.
The Controller Capsule will set you up for success. A one-stop shop for reference, insight and your playbook for your business.
Starting your business.
Running your business like a CEO.
Making thoughtful business decisions.
Growing your profits.
Creating a strategy.
Having reliable financials.
If you want THIS to be the year that you *finally* commit to:
Yes, I am ready!
This is for you if...
you have been googling everything
you have all of your processes in place
you don't know where to start
you have templates for everything
you're a CEO but you're winging it
It’s probably not for you if...
you have knowledge and experience in all areas
+20
06
+06
100+
I completely understand. Every dollar invested in your business is an important one!
Still on the fence?