Advanced Fractional Controller Service
$3,350 per month
Designed for growing or more complex organizations that want accurate books, clear financial reports, and extensive financial management oversight and guidance.
Generally appropriate for organizations with 4+ bank statements/credit cards and more than 250 monthly transactions and 3+ service programs requiring extensive categorizations and internal control system analysis.
What's included from bookkeeping:
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Monthly transaction categorization
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Bank and credit card reconciliations
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Accounts Payable/Receivable Tracking
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Monthly Financial Statements (Profit & Loss, Balance Sheet, AR Aging, and AP Aging)
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Budgeting Support (as needed)
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Monthly Meeting (as needed)
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Tax planning for small business owners
Additional Controller Services:
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Ongoing analysis of revenue structure and marketing strategy
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In-depth review of recurring expenses and research for competitive pricing
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Strategic cash flow management by sectors within the organization and future trends
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Key performance indicators to see monthly, quarterly, and annually improvements and forecasts
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Point of contact support with lenders, investors, and/or board reporting
