Controllership Services
Scale Without the Chaos: Financial Controls That Actually Work
When you lack visibility into departmental or product line profitability and your systems won’t support multi-location operations, you
need more than bookkeeping—you need financial department leadership.
Problems We Solve
- No Profitability Visibility: Can’t see which departments or products are actually profitable
- Internal Control Gaps: Lack of controls creating theft or leakage concerns in your business
- Growth Limitations: Current systems won’t support scaling or multi-location operations
- Decision-Making Without Data: Making critical financial decisions without reliable, detailed data
- Need Financial Expertise: Need financial department expertise without full-time hire cost
What's Included
- Accounts payable and receivable management with proper controls
- Budget development, implementation, and monitoring
- Cash flow management and optimization
- Fixed asset management and depreciation tracking
- Internal controls design and implementation (addressing theft/leakage concerns)
- Spend management and cost reduction strategies
- Departmental and product line profitability analysis
- Multi-location financial consolidation and reporting
- Monthly Strategic Meeting: Financial review and planning session
Ideal For
Established businesses ($3M-15M revenue) with complex operations, multiple locations, or cash-heavy businesses needing robust controls and strategic financial management.
Investment
- Investment: Starting at $1,997 per month
- Note: Pricing varies by operational complexity and business size
Our Promise
Authentic, straightforward communication. We’ll tell you what you need to hear, not what you want to hear, and we’ll work as your partner to get your business where it needs to go financially. We provide comprehensive financial leadership, not just transactional services.
Ready for Financial Department Leadership?
We’ll start with a comprehensive assessment to review historical data and then through this service provide robust internal controls and strategic oversight for businesses ready to scale.
