Outsourced Controller
For businesses that have outgrown bookkeeping but don't need a full-time controller.
You need forecasts, tax planning, and someone to help you understand — and act on — the numbers.
Typical fit: Growing business making regular hiring, pricing, financing, cash-flow or expansion decisions and needing financial oversight beyond compliance.
Starting at $4,000/mo
What we take responsibility for
- ✓Everything in the Full-Service Accounting level, as scoped
- ✓Monthly financial performance review
- ✓Controller-level Financial Snapshot and customized KPIs
- ✓Budget versus actual review
- ✓Rolling cash-flow forecast
- ✓Corporate tax forecast and instalment planning
- ✓Owner compensation considerations and shareholder loan monitoring where appropriate
- ✓Financial process and internal-control review
- ✓Planning around major expenditures and financing decisions
- ✓Regular management review meeting or structured written review
- ✓Prioritized action items and decision support
What you receive every month — your customized Financial Snapshot
- ✓Everything in the Full-Service Accounting Snapshot
- ✓Strategic recommended actions
- ✓Customized KPIs
- ✓Budget vs. actual
- ✓Rolling cash forecast
- ✓Tax projection
Where this actually earns its fee
You're not paying for extra spreadsheets — you're paying for someone in your corner when it's time to make a call on things like:
Predictable pricing, not unlimited labor
We price based on the size, complexity, and accounting responsibility we take on for your business — not by nickel-and-diming every bank account or transaction. If your business changes materially, we'll discuss any change in scope and pricing before expanding the work.
Typical reasons price increases
- • Forecasting depth and meeting cadence
- • Reporting complexity
- • Financing / lender work
- • Multi-entity oversight
Ready to see if we are the right fit?
Tell us about your business and we'll review it and respond by email with the best next step.