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Our Packages

Below are our standard plans. However, we can customize our services to fit your specific business needs. Let’s schedule a call to create the perfect package for you.

Essential

Ideal for simple and cash basis financial structures.

  • Bank & Credit card reconciliations

  • General Ledger account reconciliations

  • Month-end close

  • Basic Financial reporting

  • Monthly Meetings

Advanced

Ideal for those looking for more services and more financial insights.

  • Bank & Credit Card reconciliations

  • General Ledger account reconciliations

  • Month-end close

  • Accrual accounting (prepaid schedules, accruals, amortizations, deferred revenue, etc.)

  • Prepare & analyze financial statements

  • Assistance with other financial reporting/requirements

  • Bi-Weekly Meetings

  • Access to Add-On Services

Elite

This plan includes everything in the Advanced plan plus more in-depth controller services.

  • Prepare & analyze financial statements

  • Budgets & Cash Flow management

  • Oversight of internal accounting processes

  • Staff management & development

  • Coordination with outside vendors (banks, CPAs, insurance, leasing companies, etc.)

  • Compliance with local government reporting requirements

  • Weekly Meetings

Accountants

Add-On Services

Payroll & Benefits Management

Accounts Payable

Inventory Management

Billing & Accounts Receivable Management

Reviews, Audits & Compliance support

Preparation of business taxes (sales, franchise, business, state, other)

Schedule a free discovery call today.

What is a Controller?

A controller plays a crucial role in the health of a business by overseeing the daily accounting operations. Their main role is to manage and maintain accurate financial records and accounting. They provide internal controls, closing processes, and assist with process improvements. The controller is responsible for financial reporting, budgeting, and ensuring compliance with regulations as well as mitigating fraud and risks. It is recommended that a company hires a controller when they make over $1M+ in revenues.

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