Controller & Month-End Close
Outgrown your bookkeeping? This is the next rung.
Accrual accounting, a close calendar you can set your watch by, and a report pack that tells you what actually happened last month. from $1,000/mo.
Growth: Controller Oversight
from $1,000/mo
Includes everything in the bookkeeping tier, plus the discipline layer on top of it.
The close calendar
The same rhythm, every month. Closed by the 10th.
Day 1-3
Bank and processor reconciliations completed, subledgers tied out
Day 4-6
Accruals, deferrals, and adjusting entries booked and documented
Day 7-8
Senior review, variance analysis, and corrections
Day 9-10
Report pack delivered with plain-English notes
FAQ
Controller questions, answered
What growing businesses ask before adding controller oversight.
Bookkeeping records what happened. A controller makes sure it was recorded correctly, on an accrual basis, on a fixed calendar, and then explains what it means. If your reports arrive late, surprise you, or cannot survive a lender review, the gap is usually controller-level.
Every month follows a published close calendar: reconciliations by day 3, adjustments by day 6, senior review by day 8, and your report pack in your inbox by day 10. No more finding out how June went in August.
Most businesses past roughly $1M in revenue, carrying inventory, or reporting to lenders and investors should be. We assess this on the first call. If cash basis still fits, we will say so and keep things simple.
P&L against prior period and budget where one exists, balance sheet, cash summary, the KPIs that matter in your business, and variance notes in plain English. Built to be read in ten minutes by a non-accountant.
That is the standard we close to. Documented adjusting entries, reconciled subledgers, and a consistent monthly process are exactly what auditors and lenders ask for first.
A fixed close calendar, AI-assisted tie-out checks that flag anomalies early, and a team that works while the US sleeps. The speed comes from process. The accuracy comes from senior review on every close.
Ready for a real month-end close?
Book a free call. We will walk through your current close and show you exactly what changes in month one.
Book Your Free Call