KNOW THE FINANCES ARE UNDER CONTROL
Trust the numbers. See problems sooner. Stop letting financial work fall through the cracks.
The Controller Partnership gives you someone actively watching the financial side of the business—without the cost of a full-time controller. We make sure the monthly numbers are dependable, explain what they mean, improve how the work gets done, and help you catch issues before they become surprises.
$2,800/month
Schedule a Free 20-Minute Fit CallWHO THIS IS FOR
For owners who need more than someone recording transactions
Accurate books are the starting point. You also need to know whether cash is healthy, why results differ from the plan, where profit is being made or lost, and whether important financial responsibilities are actually being handled.
This is for owners who want a dependable financial partner reviewing the work, spotting problems, and making the numbers useful for running the business.
WHAT THE PARTNERSHIP DOES
Turn the monthly numbers into something you can actually manage with
Reliable monthly numbers
We review the reconciliations and monthly close, check the financial statements, and give leadership a clear reporting package it can trust.
Cash, budget & profit
See the cash outlook, understand how actual results compare with the budget, follow the most useful business numbers, and understand what is driving profit.
Better systems & decisions
Improve the way financial work flows, add sensible checks and accountability, and bring real financial context into hiring, pricing, and spending decisions.
Your partnership includes
✓ Monthly management reporting package
✓ Budget-to-actual and cash review
✓ Up to five business-specific KPIs
✓ Written insights, priorities, and recommended actions
✓ Two leadership meetings each month
✓ Coordination with your bookkeeper, CPA, lender, or other advisors
✓ Reasonable email support for material financial questions
Best for
An owner-led business with reasonably current books that has outgrown basic bookkeeping and needs better reporting, stronger processes, or a more accountable finance function.
Base scope: One entity, agreed reporting package, two monthly meetings, and defined complexity. Bookkeeping production, cleanup, payroll, AP/AR, sales tax, inventory, tax preparation, and extra entities are separate.