Controller services: financial discipline without a full-time hire
When a business outgrows bookkeeping alone, the gap shows up as surprises — cash crunches, sloppy closes, numbers nobody trusts in the meeting. A controller closes that gap. Ours is Brian Hunt, CPA, with 25+ years running finance departments.
What’s included (everything in Bookkeeping, plus)
- Month-end close discipline: accruals, reconciliations reviewed, books closed on a consistent schedule
- Monthly financial review meeting with Brian — results, variances, and what’s next
- Cash-flow visibility and forecasting: rolling view of what’s coming in and going out
- Budget vs. actual reporting and KPI tracking set up for your business
- Oversight of payroll and compliance calendars; support for audits, lenders, and outside CPAs/tax preparers
Who does the work
Your dedicated bookkeeper keeps the day-to-day; Brian leads the close and sits in the monthly review with you personally.
Who it’s for
Businesses roughly in the $1M–$10M range, owners adding locations, entities, or complexity — anyone whose lender, partners, or own decisions need numbers they can trust every month, not just at tax time.
Need regular payroll processing too? It’s a simple add-on (from $200/mo) — the same way several of our long-term clients run.
Starting at $1,500/mo.
Fixed price set after a free Books Review.