Full finance operations
One monthly engagement and one point of contact for the whole finance side: the books, the close, the cash forecast, and the revenue forecast, in one price.
Scoped
Price depends on the number of accounts and entities, active projects or contracts, and monthly transaction volume.
The C-Suite Finance Hub and other custom tools aren't part of this engagement. They're available separately, as fixed-fee builds. See custom tools →
| Full finance operations | Controller | |
|---|---|---|
| Best if | You don't have a bookkeeper, or you want one team doing everything | You already have a bookkeeper or staff accountant |
| Who keeps the books | We do | Your bookkeeper; we review their work |
| How it works | One engagement covering books, close, cash, and revenue | Pick the level you need: close, then cash, then revenue |
Step 1
We review your books
We look at the current file and what's working today.
Step 2
We clean up, if needed
Past months corrected and reconciled, so monthly work starts from solid ground.
Step 3
We settle into the monthly rhythm
Books, close, reporting, and forecasts on a set schedule, with a review call each month.
Book a 30-minute walkthrough and tell us what you'd like off your plate.