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Analysis of all of your income and expenses, ensuring that the costs are in line.



A step above our virtual bookkeeping services, our controller services are more in depth and available for more specialized accounting needs.

We're able to help any individual and business located in the U.S.

Tax Services

For Small Businesses

& Individuals

QuickBooks Desktop & Online

Accounts Payable/Receivable

Collecting/Recording Payments

Paying Bills

Recording Deposits

Bank Reconciliation

Compiling Records into Reports

Organization of Financial Information

Bank Reconciliation

Monthly Financial Reports

QuickBooks Cleanup/Assistance



For Small Businesses

& Individuals

Review Quickbooks (Monthly, Quarterly, or Annually)

A thorough review of all accounts in QuickBooks to ensure proper categorization of income and expenses, fixed assets, deductible and non-deductible expenses are recorded properly.

Analyze Costs


Analyze food, liquor, beer and wine costs for restaurants and other costs for variances,.  Additionally, review comparison Profit & Loss for fluctuations in spending, analyze incoming cash for consistency.

Restructure Accounting Department

Analyze accounting staff, duties, and controls currently in place. Recommendations for improvements and efficiency.

Prepare Budgets

Assist with establishing budgets, analyze budget to actuals and work with management to adjust accordingly.

What Does a Controller Do?

As a business owner, you are well-aware of the burden of maintaining your financial records. If your business is young, you may be trying to handle these tasks yourself, or you may be handing them off to other employees.


Maybe you have even gone so far as outsourcing your accounting requirements to a virtual bookkeeping service. During the time your business begins to gain a foothold, this makes total sense.


But as your business grows, this approach may start to backfire when you find that your accounting and financial reporting needs have become more complex. This is when you should consider hiring a controller or outsourcing for controller services.


According to Investopedia, a controller is "[an] individual who has responsibility for all accounting-related activities within a firm."  Controller services essentially handle everything a controller handles without the need to bring on another employee.


Here is a checklist detailing what controller services can provide:

  • Day-to-Day Accounting and Cash Management

  • Basic HR Duties

  • Financial Management Reporting

  • Accounting Policies and Procedures

  • Accounting Software Implementation

  • Audit Preparation

These functions can all be customized for your business and can include many other tasks as well. Budgeting, job and project costing and advising on large purchases are all things controller services can help you with.

As a business owner, your time is your most valuable resource and your stock in trade. A great way to maximize your time, eliminate confusion and keep you in the loop is to consider incorporating controller services into your business plan.  As your business scales, you will be poised for future success.


Let's See How I Can Help You.

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