04 Fractional Controller Package
For growing businesses that need the power of an in-house controller and financial partner without the 6-figure salary! Includes the core services from the Growth Bluuprint plus a dedicated controller with full oversight of your accounting, monthly cash flow, expense controls and strategic advisory services.
CORE Scope of work:
- Record & categorize all business expenses, ensuring proper allocation to appropriate accounts and projects - on a weekly basis
- Record all sources of income, ensuring accurate tracking of sales and revenue - on a weekly basis
- Reconcile bank & credit card accounts on a monthly basis to ensure accuracy
- Preparation of basic Financial Statements, ie balance sheet & income statement
- Record adjusting entries as needed for accruals, deferrals and corrections
- Regular review and maintenance of the chart of accounts for accuracy and relevance
- AR monitoring & Bad Debt Expense Mitigation
- AP/Bill Pay management + Spending controls & enforcements
- Properly record the sale or purchase of any large purchases/fixed assets
- Properly record depreciation
- Record and maintain any payments to notes, payables, and other liabilities
- Job costing and project tracking (for service-based and construction clients)
- Cash Flow Management
- Assist with the year-end closing process, ensuring all transactions for the year are recorded and reconciled
- Organize and provide necessary financial data and reports to your tax preparer.
- Full Accrual Basis accounting
- Priority Support/responses within 1 business day
- Weekly accounting meetings with your Controller to discuss AR and AP.
Additional support to help you Mind Your Millions:
- Class and location tracking
- Quarterly strategy sessions with your controller to review financials, growth strategies and upcoming planning
- Annual Budget & Forecast Creation
- Proactive tax strategy support (in partnership with your CPA)
- Funding readiness support (loans, lines of credit, investors, etc)
- Unlimited email and scheduled Zoom support.
Deliverable:
Customized financial reports with key insights published to your client portal on a set day, every month.
A video recording of us reviewing your financials and any key metrics, every month.
KPI (Key Performance Indicator) tracking based on your goals
Starting at $4,999/mo
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