Everstead
Fractional Controller
We understand there are many organizations that want more than accurate financial reports. They want in-depth analysis of the organization's infrastructure to more efficiently and effectively operate their business or nonprofit.
Our Fractional Controller services are designed to go beyond clear financial reporting for your organization. We work diligently with you to analyze various components of your business or nonprofit to improve your workflows and systems to increase your profit and overall impact for your community!
Core Fractional Controller Service
$2,850 per month
Designed for smaller organizations that want accurate books, clear financial reports, and extensive financial management oversight and guidance.
Generally appropriate for organizations with 1-3 bank statements/credit cards and less than 250 monthly transactions and 1-2 programs.
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
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:
-
Monthly transaction categorization
-
Bank and credit card reconciliations
-
Accounts Payable/Receivable Tracking
-
Monthly Financial Statements (Profit & Loss, Balance Sheet, AR Aging, and AP Aging)
-
Budgeting Support (as needed)
-
Monthly Meeting (as needed)
-
Tax planning for small business owners
Additional Controller Services:
-
Ongoing analysis of revenue structure and marketing strategy
-
In-depth review of recurring expenses and research for competitive pricing
-
Strategic cash flow management by sectors within the organization and future trends
-
Key performance indicators to see monthly, quarterly, and annually improvements and forecasts
-
Point of contact support with lenders, investors, and/or board reporting
Have your own books covered but still want the controller oversight?
Just pay for the "Additional Controller Services" listed above for $2,200/month!