Controller Services
Make sure the numbers are right — and get them when you need them.
Close, reconciliations, journal entries, financial reporting, budgeting, controls and operating-tax compliance. Available on its own, without outsourcing your day-to-day accounting.
How it works
Your Controller reviews, reconciles, closes and oversees the financial function — whether the day-to-day work is done by our team, your bookkeeper or your own staff.
- Works with your existing bookkeeper or accounting team — you do not have to outsource Accounting to use it.
- Separation of duties: the Controller independently reviews the transactional work.
What’s included
Reconciliations & close
- Bank, credit-card and balance-sheet reconciliations
- Journal entries, accruals and prepaids
- Fixed-asset accounting
- Month-end close, on a defined calendar
Reporting & budgeting
- Financial statements: income statement, balance sheet, cash flow
- A reporting package formatted to how you manage
- Budget preparation and budget-vs-actual review
- Management financial reviews
Controls & compliance
- Accounting policies and internal controls
- Close-process improvement for speed and accuracy
- Payroll tax, sales / use tax and 1099 filings
- Coordinating clean information and deadlines with your tax professional
Choose what fits — scope is built around your business.
Questions this answers
“I need my financial information sooner. I don’t want to wait a week to know how my business performed.”
Let's Talk About Your Business
Use Controller Services on its own or alongside the rest of the team.
Get in touch