Outsourced Controller Services

What this covers

At some point a business needs someone accountable for the whole finance function — the close, the controls, and noticing before you do. That is a substantial salary. Fractionally, a growing business gets it years earlier.

• Month-end close owned and managed to a calendar
• Accounting policy set and documented
• Internal control review — who approves, who pays, who reconciles
• Supervision and review of in-house bookkeeping staff
• Lender, investor and due-diligence request support
• Systems and process documentation

How it works

1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
4. A fixed rhythm. You know what lands, and when.

Common questions about outsourced controller services