Controller-level oversight for numbers you can trust.

Accurate books are the beginning.

Accuracy means you can trust what actually happened in your business.

Most business owners get reports every month. They are not always sure the numbers are right.

We don’t just deliver your numbers. We make sure they’re right, so you can rely on what they tell you.

Ongoing oversight to keep your books accurate.

Numbers you can understand, because we walk you through them.

What this gives you:

  • Someone watching the numbers with you
  • Reports that make sense to you
  • Trends tracked, so nothing catches you off guard
  • Regular conversations about your numbers
  • Confidence in what your numbers show
What’s included
Cash management
We oversee your bank and credit card activity, handle reconciliations, and review items so your records reflect your balances.
Bill pay management
We monitor your accounts payable, confirm your bill pay integrations are working, and flag anything that needs your attention.
Fixed asset & insurance management
We track fixed assets and prepaid insurance, file property tax returns, and provide reporting support for insurance audits.
Regularly scheduled meetings
We schedule regular meetings to review your numbers, answer your questions, and cover anything that needs attention.
Payroll management
We monitor your payroll activity, confirm accuracy, and handle quarterly reconciliation to your payroll tax returns.
Expense management
We oversee your expense process, confirm your receipt capture integration is working, and review your expenses for accuracy.
Financial close & reporting
We manage your monthly and year end close process and deliver steady reports so your numbers stay current and accurate.
1099 management
We manage your 1099 preparation and filing so nothing gets missed and everything is submitted accurately and on time.
Built in when it makes sense
Job costing
We configure and monitor job costing in your accounting system. This helps you know which jobs are profitable and where the numbers are telling you to pay attention.
Division reporting
We structure and deliver monthly reporting by division, with ongoing review. This helps you see which parts of the business carry their weight and which do not.

Once you can rely on your numbers, then what?

Explore Strategic Forecasting