Outsourced Controller

Your Accounting & Financial Strategy Advisor package is designed to elevate your financial strategy with a comprehensive approach. This package includes all the benefits of our bookkeeping service, with an added focus on cash flow management and profitability analysis. With two strategy sessions each month, you’ll receive in-depth insights into your financial statements and tailored cost-reduction strategies aligned with your business goals.

Your business will benefit from advanced financial reporting, custom KPI dashboards, and monthly trend analysis to benchmark your performance against industry standards. You’ll receive support with budgeting and forecasting, including annual budgets and rolling 12-month forecasts to empower you in strategic planning. Additionally, quarterly risk assessments provide proactive protection, helping mitigate potential financial threats before they arise.

With a client cap of just 20, your business receives personalized service beyond the numbers. Our 48-hour response guarantee ensures timely support whenever you need it. Unlock your business's potential with a strategic financial management approach designed for success.

This package includes:

Advanced Financial Reporting:

• Custom KPI dashboard tailored to your industry
• Monthly trend analysis and benchmarking against industry standards
• Quarterly financial projections

Enhanced Cash Flow Management:

• Daily, weekly or monthly cash flow forecasting
• Accounts receivable and payable optimization strategies

Budgeting and Forecasting:

• Annual budget development with quarterly reviews
• Rolling 12-month financial forecast

Financial Strategy:

• Two 2-hour strategy calls per month (or four one-hour sessions)
• Quarterly business review sessions (half-day)

Basic Tax Strategy:

• Quarterly tax planning sessions
• Coordination with tax professionals as needed

Technology Optimization:

• Quarterly review of financial systems and processes
• Recommendations for automation improvements

Expanded Access:

• Unlimited questions with 24/7 access via email, text, and client portal
• 48-hour response time guarantee—or the next month is free

Risk Assessment:

• Quarterly risk assessment and mitigation planning

Transform your financial strategy today! Reach out to discover how this Accounting & Financial Strategy Advisor package can unlock your business’s potential. Start your journey toward smarter financial decisions.

$5,000 a month with a 6-month commitment.