Everything in monthly bookkeeping, plus the forward-looking work a Controller does: forecasts, budgets, profitability analysis, and numbers you can make hiring, pricing, and expansion decisions with.
Book a Bookkeeping Diagnostic See the Controller packageBookkeeping tells you what happened. Controller work tells you what's coming — and what to do about it.
A living forecast of what's coming in and going out, so tight months are visible weeks ahead — not discovered at the payroll run.
A real budget, then a monthly comparison of plan versus actual — with the differences explained in plain English, not just printed.
Margin by job, department, client, or service line — the view that shows which work to chase and which to reprice or drop.
A small set of numbers chosen for your business, tracked monthly, and reported the same way every time — so trends are impossible to miss.
Statements that hold up when a bank, bonding company, or investor asks — current, reconciled, and explainable.
A Controller's perspective on tap for the decisions in between reports: pricing changes, big purchases, hiring, and growth calls.
Controller services sit on top of our monthly bookkeeping — the close comes first, because a forecast built on stale books is fiction. The perspective is the difference: you're not buying more data entry, you're buying a Controller with 12 years of accounting experience watching your numbers.
Every engagement starts with a paid Bookkeeping Diagnostic ($250–$500, credited toward onboarding), so your exact price is based on your actual books — never a guess, never hourly billing.
Cleanup of past months, onboarding/setup, and software migrations are quoted separately at a fixed price after the diagnostic. See full pricing details →
Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.
Book a Bookkeeping DiagnosticBased in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.