My core service is what I call the Outsourced Controller. This service is completely customizable to meet your business needs at this moment and then it can grow as your business grows. Companies who are a good fit for a service like this are typically doing $1MM+ in annual revenue. They're also are looking for a little bit more than basic bookkeeping just to file a tax return but aren't ready to shell out cash for a Fractional CFO, or an internal hire that will cost $100,000+. The service fulfills that "gap".
Below, you can find out what is, and can be, provided in my Outsourced Controller service, along with the tech stack that I use for each of my clients.
Logging into your books multiple times/month
Accrual basis accounting
Cleaning up/Catching up your QBO file
Customized Chart of Accounts (COAs) to fit your business
Categorizing and matching transactions
Reconciling appropriate Balance Sheet accounts
Formal month-end close process
Producing monthly financial reports and uploaded to your secure client portal
A short video that is recorded and goes over your monthly financials
Coordinating with your tax professional for a smooth tax return preparation
This core package starts at $1,000/month
Additional Outsourced Controller Services
In addition to the core Outsourced Controller service, you can add any of the below services a la carte:
Payroll processing
Accounts Payable (AP) management
Accounts Receivable (AR) management (excludes collections)
Sales tax return filings
1099-NEC and 1099-MISC filings
Workers' compensation audit support
Inventory tracking
Job costing
13 Week Cashflow Forecast
EBITDA & Profitability Normalization
These services are "add-ons" to the $1,000/month core package outlined above
Outsourced Controller Tech Stack
Accounting Softare - QuickBooks Online (QBO)
Accounts Payable (AP) Software - Ramp
Payroll/PEO Software - ADP/Gusto, Rippling
Ecommerce QBO Integration - A2X
Financial Reports - Fathom
Secure Portal/File Storage - Box.com
I offer a complimentary 30 minute consultation to get to know you, your business and your goals better and to see if we might be a good fit for each other. Visit my Contact Me page to reach out and schedule your consultation.