Outsourced Controller

The Accounting & Financial Strategy Advisor package offers a comprehensive approach to elevate your financial strategy.

Key benefits include:

• Comprehensive Financial Support: Enjoy all the benefits of our bookkeeping service, with added focus on cash flow management and profitability analysis.
• Strategic Insights: Receive two monthly strategy sessions, providing tailored cost-reduction strategies and in-depth financial statement analysis aligned with your business goals.
• Advanced Reporting Tools: Benefit from custom KPI dashboards, monthly trend analysis, and benchmarking against industry standards for informed decision-making.

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.