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Business owner reviewing the month's financial dashboard with their advisor
Client Accounting
Outsourced Controller

Books you can runthe business on.

For owners who have someone keeping the books and still fly blind on the numbers that drive decisions.

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All-in, tax included. We tell you up front if you need less, or more.
Sound familiar?

The books get done. You still fly blind.

You have a bookkeeper, so the transactions get recorded. But the reporting that runs a business is not there when you need it.

  • You learn how the year really went in spring, long after you could do anything about it.
  • You cannot see margin by job, by location, or by client. Just one lump number.
  • A big decision comes up and you go with your gut, because the numbers are not in front of you.
  • The close drags for weeks, so the picture is always stale.
What you get

Seven things that show up every month

01
AP and bill pay, run for you

We pay your vendors on time. You approve, we handle the rest.

02
Books closed by the 15th

Last month's numbers land while they still matter, not a quarter late.

03
A live dashboard

Your KPIs and margins in one place. Not a spreadsheet you build.

04
Costing built for your industry

Margin by job, location, or client. Not one lump number.

05
Budgets and rolling forecasts

A plan you update as the year moves, so you see what is coming.

06
A monthly review meeting

We walk the numbers with you every month. Bookkeeping clients meet quarterly.

07
A dedicated team with backup

Never one person on your books. You always have coverage.

What lands in your inbox

See a real one

This is a live sample, not a screenshot. Pick your industry and see the kind of reporting you would get every month.

See the full month-end statementSample companies and figures are illustrative.
Is this the right fit?

Honest about where you are

This is right for you if

  • Your books are handled, but you need monthly reporting to actually run the business.
  • You want to see margin by job, location, or client, not one lump number.
  • You make real decisions and want the numbers behind them, on time.

You might not need this yet

  • If you mainly need accurate books and your business return handled, start with bookkeeping. See the Essential level.
  • If you are scaling, raising money, or planning an exit and need cash forecasting and strategy, you are ready for more. See Fractional CFO.
What it costs

An honest range, not a surprise invoice

Most clients at this level land here. The biggest driver is complexity. A few points of margin can swing your whole year, and tracking margin well, by job, location, or client, takes real work to set up and keep accurate. So the simpler your margins are to track, and the less customer-level detail you need, the lower your number runs. Revenue and transaction volume move it too.

From
$1,700
a month · all-in, tax included
Up to
$6,000+
Smaller, simplerMulti-location, complex
See your numberTax prep and filing included. No add-on invoices.
Controller vs. just a bookkeeper

More than someone who records the numbers

A bookkeeper records what happened. A controller interprets it, closes the month on a deadline, and hands you reporting you can run the business on.

Building that in-house means hiring for it. A full-time accounting manager runs about $125,000 a year, fully loaded, and that is one person. A controller is closer to $185,000. We give you a whole team for a fraction of that, with tax included and backup built in.

Compare the tiers
In-house vs. outsourced
A controller plus a bookkeeper, in-house~$262k/yr
A full finance team, with us~$20k to $72k/yr

Fully loaded salary estimates for a typical growing business. Tax prep and filing are included in our fee.

How it works

From first call to monthly rhythm

We do the heavy lifting of the transition so the switch is clean.

01

Discovery Call

We learn about your business, current challenges, and goals to confirm the right level of support.

02

Assessment

We review your existing systems, processes, and financial data to build a clean transition plan.

03

Onboarding

We set up your accounts, integrate your tools, and establish the monthly close and reporting rhythm.

04

Ongoing Partnership

A monthly meeting, live reporting, and a team that knows your numbers as your business grows.

FAQ

Common questions

A bookkeeper records what happened. A controller closes the month on a deadline, builds the reporting, and meets with you to walk the numbers. You go from "the books are done" to "I know what to do next."
No. At this level we run the whole accounting function, so you get one accountable team. If you would rather keep your in-house bookkeeper and have us review the work and stand behind the statements, ask about our Review and Oversight option.
A controller makes sure the numbers are right, on time, and clear. A CFO uses them to plan ahead: cash forecasting, scenarios, fundraising, and exit prep. Many clients start at the Controller level and add CFO advisory as they scale.
Every month we sit down with you, in person or on a call, and walk your dashboard and margins. We flag what changed, explain why, and agree on what to do about it. Bookkeeping clients meet quarterly.
Yes. The sample above switches by industry so you can see the shape of the reporting. On a call we build the version that fits how your business actually makes money.

See your number, then let's talk

Get an instant estimate built for your business, or book a call and we will walk you through what the reporting would look like.

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