bookkeeping support at a controllership level. boom!

bookkeeping support at a controllership level. boom!

How does that sound?

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Ideal for businesses seeking robust support, this package delivers essential bookkeeping services focused on accuracy, compliance, and streamlined processes to ensure your operations run seamlessly.

bookkeeping essentials


Elevate your financial management with our comprehensive, controller-level service. This package offers strategic oversight, advanced reporting, and proactive planning to enhance your business's financial health.

strategic controllership

Monthly income and expense categorization

Monthly bank and credit card reconciliations

Profit & loss statement delivered by the 20th of each month

Unlimited email support for day-to-day questions

Collaboration with your CPA to ensure a seamless year-end

bookkeeping essentials

Here’s What's Included

Introducing our Strategic Controllership Package—your all-access pass to top-tier financial finesse. In addition to all of the service offerings under Bookkeeping Essentials, here's the VIP treatment you'll receive:

Monthly financial review calls

Balance sheet and income statement review with actionable insights

Variance (flux) analysis to track shifts in revenue and expenses

Customized cash flow reporting and projections

Budget-to-actual tracking

High-level KPI monitoring

Internal controls recommendations

Clean-up and ongoing oversight of your general ledger

Year-end coordination with your CPA

Support with financial operations and team process alignment

strategic controllership

note: for sole props/llcs with under 50 monthly transactions and three bank accounts

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Ready to wrap up those books and celebrate? Let's get it done!

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I take a limited number of clients each quarter.

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