Our Controller – Administrator package is designed for businesses that need comprehensive financial management and strategic oversight. This package combines essential accounting services with proactive financial planning, ensuring your business stays on track to grow while keeping you in control of your numbers.
What’s Included in the Controller – Administrator Package?
With the Controller – Administrator package, we handle the critical aspects of your financial operations so you can focus on growing your business with confidence. The services are tailored to ensure everything runs smoothly and efficiently, all while providing valuable insights into your financial health.
Included Services:
- Everything from the Compliance – Traditional Bookkeeping Package, including:
- Monthly Transaction Categorization
- Monthly Account Reconciliation
- Monthly Financial Reporting
- Corporate Tax Filings (for applicable businesses)
In addition, this package provides a comprehensive set of services to manage your business’s financial strategy and day-to-day operations effectively:
- Sales Tax Filings
- Timely and accurate sales tax filings to ensure you remain compliant with state and local tax regulations.
- Accounts Payable Management
- Stay on top of vendor payments, ensuring you don’t miss any deadlines and avoid late fees.
- Accounts Receivable Management
- We help you track and manage incoming payments to improve cash flow and ensure timely collections.
- Budget Creation
- We help you create and manage a realistic budget that aligns with your business goals and growth projections.
- Basic Cash Flow Forecasting
- Monthly forecasting to provide you with a clear understanding of your incoming and outgoing cash flow.
- Internal Control/System Review
- We conduct periodic reviews of your internal controls and financial systems to ensure accuracy and security in your processes.
- KPI Dashboard
- A customized dashboard to track key performance indicators (KPIs) that are critical to the success of your business.
- Financial Statement Analysis
- Detailed analysis of your monthly financial statements, including profit & loss, balance sheet, and cash flow, to provide insights for better decision-making.
- Tech Review & Recommendations
- We review your financial technology stack, from accounting software to tools, and offer recommendations for improving efficiency and effectiveness.
- Proactive Tax Planning
- We proactively work on tax strategies to minimize your tax liability and ensure you’re taking advantage of any potential deductions or credits.
- Quarterly Strategic Planning Meetings
- Meet with us quarterly to discuss your financial progress, future goals, and adjust strategies for continued success.
Why Choose the Controller – Administrator Package?
- Comprehensive Support: This package provides both the essential accounting services and the strategic planning necessary for growth.
- Proactive Financial Management: From budget creation to tax planning, we help you stay ahead with forecasting and financial oversight.
- Customized for Your Business: We tailor our services to fit the unique needs of your business, ensuring we’re addressing the right financial areas for growth.
- Ongoing Support: With 48-hour response time for email and phone support, you’ll never feel alone in your financial journey.
Pricing:
Starting at $750/month.
The final price depends on your business size, transaction volume, and the complexity of your financial needs. Get a custom quote today!
Terms:
- No Contracts: We believe in earning your trust month to month. Cancel anytime with a 30-day notice.
- 48-Hour Response Time: We’ll respond to your inquiries within 48 hours, both by phone and email.
- Refund Policy: If you’re unsatisfied with our service, we offer a refund of the last month’s payment.
- Out of Scope Requests: For requests outside the standard package, the cost is $175 per hour.
Get Started Today!
Streamline your financial processes and gain the insight needed to grow with our Controller – Administrator package. Let us handle the numbers while you focus on what matters most — growing your business!
Call to Action:
- Ready to Take Control of Your Business’s Financial Health?
Schedule your free consultation or request a custom quote today!