Packages

Packages, set by the size of the business.

Your trailing-twelve-month revenue points to a package. Every package has a written scope and one point of contact.

First step
Free 30-minute consult
Intro package
Controller Essentials
Most chosen upgrade
Controller + Cash
The engagement
One package per business size, confirmed in writing after the consult
Outside the scope
Quoted in writing first, before any work starts

Packages

Start with Controller Essentials. Step up when the numbers say so.

Most owners at $1M–$3M of revenue start on the intro package. Controller + Cash adds the monthly balance-sheet work, the cash forecast and the lender pack. From $6M, the full controller packages take over.

Intro

Controller Essentials

$1M - $3M in revenue

One monthly retainer

Month-end close oversight, reconciliations reviewed, a six-KPI package on day 15 and a 30-minute call.

Management-use financial package
Day 15
Balance-sheet account reconciliations
Quarterly
13-week cash forecast
Review call
30 min

Instead of hiring: Controller-level oversight without a controller's payroll.

Get started

Most chosen upgrade

Controller + Cash

$3M - $6M in revenue

One monthly retainer

Monthly balance-sheet reconciliations, a 13-week cash forecast, AP/AR cadence and a quarterly lender pack on day 10.

Management-use financial package
Day 10
Balance-sheet account reconciliations
Monthly
13-week cash forecast
Monthly
Review call
45 min

Instead of hiring: The close, the cash forecast and the lender pack, without a first controller hire.

Get started

Full controller

$6M+ in revenue

One monthly retainer

A package on day 10 with twelve KPIs including your industry, a quarterly reforecast and a 60-minute review call.

Management-use financial package
Day 10 · Day 7 · Day 5
Balance-sheet account reconciliations
Monthly · Monthly · Monthly
13-week cash forecast
Monthly · Weekly · Weekly
Review call
60 min · 90 min · 90 min + strategy

Instead of hiring: This is the size at which a controller usually gets hired.

Get started

Which package fits?

Step 1 of 2

Name and email are required. We use them only to reply.

By business size

What we recommend for businesses of these sizes.

Find your revenue, read the package we would point you to, and start with the free consult. Nothing here is a quote; the figure is set in writing after we talk.

  1. Annual revenue

    $1M to $3M

    Owner-operator with a bookkeeper who wants reliable monthly numbers.

    We recommend

    Controller Essentials

    Month-end close oversight, reconciliations reviewed, a six-KPI package on day 15 and a 30-minute call.

    Get started

  2. Annual revenue

    $3M to $6M

    15-40 staff, no controller, lender expects statements.

    We recommend

    Controller + Cash

    Monthly balance-sheet reconciliations, a 13-week cash forecast, AP/AR cadence and a quarterly lender pack on day 10.

    Get started

  3. Annual revenue

    $6M to $12M

    30-80 staff, multi-department, board or lender reporting.

    We recommend

    Full controller

    A package on day 10 with twelve KPIs including your industry, a quarterly reforecast and a 60-minute review call.

    Get started

  4. Annual revenue

    $12M to $25M

    Multi-location or multi-entity, covenant reporting, budget cycle.

    We recommend

    Full controller, multi-entity

    Two entities, a package on day 7, a weekly cash forecast, a monthly lender or board pack and business-development analytics.

    Get started

  5. Annual revenue

    $25M+

    Custom scope with partner-led quarterly strategy.

    We recommend

    Partner-led

    Three entities, a package on day 5, a rolling budget and a 90-minute review with a quarterly strategy session.

    Get started

The engagement

How an engagement works

Tell us what is going on and we will name the package.

Book the consult

  1. Your retainer covers the scope listed for your package, every month, for one fixed fee. There is no meter on the invoice.

  2. Anything outside that scope is quoted in writing before it starts and appears on the following invoice. Nothing is billed without notice first.

  3. If the work runs well past the scope two months running, we propose the next package with 15 days notice, or we trim the scope. Your call.

  4. Packages are reviewed once a year at renewal against trailing-twelve-month revenue.

  5. The fee buys a standing team and a set of outcomes, not a bank of time, so there is nothing to roll over and nothing to lose.

For context

What growing businesses end up hiring.

Owners asked us what the rest of the back office costs, so the full list is here. Only the rows marked for controller scope or the bookkeeping add-on are work we do.

For context only. MTL Services does not provide assistant, marketing or social-media services; the rows marked “No” are here because owners asked us what the whole back office costs.

RoleBase pay (Florida benchmark)Fully loaded (standard)Typical outsourced alternativeCovered by an MTL package?
Controller392054$125,000$105K–$165K$162,637Outsourced controller, advanced tier: $5,000–$8,000/mo42Yes, controller scope
"Junior" controller2053$80,000$60K–$95K$102,441Outsourced controller, core tier: $2,500–$5,000/mo42Yes, controller scope
Staff accountant / full-charge bookkeeper4162221$70,000$62K–$87K$91,066Outsourced accounting, end to end: from $1,500/mo41Yes, controller scope
Part-time controller (20 hrs/week)39$62,500$52.5K–$82.5K (half of $105K–$165K)$75,117Outsourced controller, oversight tier: $1,500–$2,500/mo42Yes, controller scope
Bookkeeper21101121$52,000$45K–$66K$70,591Outsourced bookkeeping: $500–$2,000/mo (home services); $1,500–$4,000/mo (e-commerce, $1M–$5M)5344Add-on: bookkeeping
CFO203$200,000$195K–$325K$266,822Fractional CFO: $3,000–$6,000/mo45No
Marketing manager247$110,000$104K–$134K$144,774Fractional CMO: $5,125–$10,375/mo (middle half)52No
CRM / HubSpot administrator49$75,000$63K–$104K$96,754Freelance HubSpot admin: $40–$75/hr retainers4950No
Operations / project coordinator817$72,000$60K–$98K$93,341Fractional COO: $150–$375/hr; $7,000–$20,000/mo retainers46No
Executive assistant51223$65,000$52K–$81K$85,379US virtual assistant: $36–$39/hr ($390–$2,160/mo)47No
Social media / marketing coordinator131419$58,000$48K–$75K$77,916Freelancer or boutique agency: $300–$1,500/mo freelance; $1,500–$3,000/mo starter package51No
Administrative assistant / office coordinator617$46,000$38K–$53K$63,766Offshore managed assistant: $699–$999/mo48No

Cost-to-hire estimates use Florida 2025–26 market pay (BLS OEWS May 2025, Robert Half 2026, Indeed), Florida 2026 payroll taxes, KFF 2025 employer health costs, and SHRM 2025 hiring-cost benchmarks; they exclude the owner's management time, vacancy and turnover. Fractional work costs more per hour than an employee's hour; the saving comes from buying only the hours you need. Full assumptions on request.2315927282931

Sources and assumptions (56)
  1. 1.U.S. Bureau of Labor Statistics. Occupational Outlook Handbook: Bookkeeping, Accounting, and Auditing Clerks, May 2025 data
  2. 2.O*NET OnLine. Local wages, 43-3031 Bookkeeping clerks, Florida (OEWS 2025), May 2025 data
  3. 3.O*NET OnLine. Local wages, 11-3031 Financial Managers, Florida (OEWS 2025), May 2025 data
  4. 4.O*NET OnLine. Local wages, 13-2011 Accountants and Auditors, Florida (OEWS 2025), May 2025 data
  5. 5.O*NET OnLine. Local wages, 43-6011 Executive Administrative Assistants, Florida (OEWS 2025), May 2025 data
  6. 6.O*NET OnLine. Local wages, 43-6014 Administrative Assistants, Florida (OEWS 2025), May 2025 data
  7. 7.O*NET OnLine. Local wages, 11-2021 Marketing Managers, Florida (OEWS 2025), May 2025 data
  8. 8.O*NET OnLine. Local wages, 13-1082 Project Management Specialists, Florida (OEWS 2025), May 2025 data
  9. 9.Indeed. Controller salary in Florida (2k postings), September 21, 2026
  10. 10.Indeed. Bookkeeper salary in Florida (1.1k postings), September 20, 2026
  11. 11.Glassdoor. Bookkeeper in Florida (655 reports), May 2026
  12. 12.Indeed. Executive Assistant salary in Florida, 2026
  13. 13.Glassdoor. Social Media Manager salary in Florida, 2026
  14. 14.Glassdoor. Marketing Coordinator salary in Florida, 2026
  15. 15.Robert Half. 2026 Salary Guide: finance and accounting, 2026
  16. 16.Robert Half. 2026 Salary Guide: bookkeeper and staff accountant, 2026
  17. 17.Robert Half. 2026 Salary Guide: executive assistant, administrative assistant, office manager, 2026
  18. 18.Robert Half. 2026 Salary Guide: marketing manager and coordinator, 2026
  19. 19.Robert Half. 2026 Salary Guide: social media manager and specialist, 2026
  20. 20.Robert Half. 2026 Salary Guide: corporate controller, Orlando FL, 2026
  21. 21.Robert Half. 2026 Salary Guide: bookkeeper, Tampa FL, 2026
  22. 22.Robert Half. 2026 Salary Guide: staff accountant, Tampa FL, 2026
  23. 23.Robert Half. 2026 Salary Guide: executive assistant, Tampa FL, 2026
  24. 24.Robert Half. 2026 Salary Guide: marketing manager, Tampa FL, 2026
  25. 25.U.S. Bureau of Labor Statistics. Employer Costs for Employee Compensation, June 2026, Table 1, June 2026
  26. 26.U.S. Bureau of Labor Statistics. Employer Costs for Employee Compensation, June 2026, Table 6 (by establishment size), June 2026
  27. 27.Thomson Reuters. SSA announces 2026 Social Security taxable wage base of $184,500, 2026
  28. 28.Rippling. Payroll tax in Florida (reemployment tax 2.7% new employer on $7,000; FUTA 0.6%), 2026
  29. 29.KFF. 2025 Employer Health Benefits Survey, October 22, 2025
  30. 30.Bright Coast Insurance. Florida class 8810 clerical workers’ compensation rate, 2026, 2026
  31. 31.SHRM. SHRM releases 2025 Benchmarking Reports (cost per hire), October 15, 2025
  32. 32.SHRM. State of Recruiting 2025 (time to fill), 2025
  33. 33.Gallup. This Fixable Problem Costs U.S. Businesses $1 Trillion (replacement cost), March 13, 2019
  34. 34.Click Boarding. How long does it take for a new employee to be productive, accessed 2026-09-28
  35. 35.BDO. Interim Staffing for Finance and Accounting, July 13, 2026
  36. 36.Spectraforce. How much do staffing agencies charge for direct hire, accessed 2026-09-28
  37. 37.Microsoft. Microsoft 365 business plans and pricing, July 1, 2026
  38. 38.Certum Solutions. QuickBooks price increase, August 2026, August 2026
  39. 39.U.S. Bureau of Labor Statistics. Employee Tenure, January 2026, January 2026
  40. 40.Leadership IQ. Optimal Hours With The Boss, accessed 2026-09-28
  41. 41.Graphite Financial. Pricing, accessed 2026-09-28
  42. 42.Etisson. Outsourced Controller Services: 2026 Pricing, April 17, 2026
  43. 43.Osprey CFO. What Does an Outsourced Controller Cost?, August 4, 2026
  44. 44.Eightx. Average Ecommerce Bookkeeping Cost by Revenue, May 1, 2026
  45. 45.Venture Growth Partners. Tampa outsourced CFO services, accessed 2026-09-28
  46. 46.GoFractional. Fractional COO rates, 2026
  47. 47.Time Etc. Pricing, accessed 2026-09-28
  48. 48.South. Wing Assistant pricing 2026, 2026
  49. 49.Glassdoor. HubSpot Administrator salary, 2026
  50. 50.Darla Digital. HubSpot Administrator Salary: hourly, September 11, 2024
  51. 51.Pitchsite. Social Media Management Pricing 2026, 2026
  52. 52.SaaS Fractional CPO. Fractional Rates Index v2.1.1, August–September 2026
  53. 53.Profitability Partners. Bookkeeper vs Controller vs CFO for home services, accessed 2026-09-28
  54. 54.civilcfo. Fractional CFO vs Controller vs Bookkeeper (construction), accessed 2026-09-28
  55. 55.Westport Financial. Accounting for landscaping companies, May 19, 2026
  56. 56.SAL Accounting. Ecommerce finance team by revenue stage, accessed 2026-09-28

Add-ons

Added to any package.

Each add-on is written into your scope and confirmed after the consult.

Add-on
Transactional bookkeeping performed
Additional entity
Job costing / WIP schedule (construction)Trades · construction
Payroll journal review and reconciliation
Additional review call or on-site day
Pipeline and CRM reporting (HubSpot)
E-commerce settlement reconciliation (Shopify / Amazon)E-commerce

Operations and growth

Operations, sales, marketing, social and e-commerce.

Every retainer is confirmed in a written scope after the consult; ad spend and software licences are billed at cost, never marked up.

ServicePackage 1Package 2Package 3
Fractional operationsOperating rhythmOperations leadFractional COO
Sales management and RevOpsPipeline hygieneSales managementRevenue operations
Marketing managementMarketing planMarketing managerFractional CMO
Social media managementSocial essentials2 platforms · 16 posts a monthSocial growth and paid4 platforms · 30 posts and 8 short videos a month
E-commerce operationsStore care1-2 channels · up to 20 listing updates a monthMultichannel3 channels · up to 60 listing updates a month

Bundles

One team, one retainer.

One retainer covers every function in the bundle.

  • Launch partner

    Startups in their first two years that need the back office and the front office at once.

    • Bookkeeping oversight and a monthly package
    • Operating rhythm (scorecard and cadence)
    • Social essentials
    • HubSpot pipeline hygiene

  • Seller ops partner

    Etsy, Shopify and Amazon brands that want the store and the books run by one team.

    • Store care (2 channels)
    • Settlement reconciliation and channel P&L
    • Social essentials
    • Monthly review call

  • Fractional ops partner

    Established companies that want a controller, an operations lead and a marketing manager without three hires.

    • Controller + Cash scope
    • Operations lead
    • Marketing plan
    • One leadership meeting a week

One-time projects

Scoped setups and builds.

Operations Diagnostic
2 weeks. Interviews, a process map of how work really moves, and a ranked list of fixes. Credited to month one of an operations package signed within 30 days.
SOP Sprint
3-4 weeks. Your ten most-repeated tasks written as step-by-step procedures, with checklists, owners and a home for them.
monday.com build
1-4 weeks. One team’s boards, automations and dashboards (Starter), or a company-wide workspace with integrations and training (Full).
HubSpot setup, Starter
2 weeks. Pipeline stages, properties, forms, email templates, contact import and a one-hour training.
HubSpot setup, Professional
3-5 weeks. Everything in Starter plus sequences, workflows, lead scoring, reporting dashboards and an accounting integration.
Etsy shop launch
1-2 weeks. Shop setup, policies, up to 15 listings written for search, shipping profiles and fee-aware pricing.
Etsy optimization sprint
1 week. A review of an existing shop and up to 20 listings rewritten: titles, tags, photos order and price.
Shopify store launch
3-4 weeks. Theme setup, up to 50 products, payments, shipping, tax settings, apps and analytics.
Amazon seller setup
2-3 weeks. Seller Central account, brand registry steps, up to 10 listings and an FBA or merchant-fulfilled plan.

Entry offers

Four ways to start.

Most engagements begin with the consult. What happens next depends on what the thirty minutes show.

  1. 01

    Free 30-minute consult

    30 minutes

    We ask about revenue, entities, who does the books today, what your lender or surety asks for, and what is late. Then we tell you whether the Diagnostic is needed or you can start with Controller Essentials directly.

    Book the consult

  2. 02

    Financial Health Diagnostic

    10 business days

    Credited to month one of any band signed within 30 days.

    When it is the first stepBehind on reconciliations, more than one entity, a lender covenant, revenue above $6M, or a cleanup smell. Optional for Controller Essentials and Controller + Cash when the consult shows the books are current.

    How the Diagnostic works

  3. 03

    Books Cleanup / Catch-up

    2-6 weeks

    For books that are too far behind for a controller engagement to start cleanly. Fixed after the diagnostic.

    Books cleanup

  4. 04

    Advisory Projects

    4-12 weeks

    Lender-readiness pack, budget build, system migration, pricing and margin study, exit readiness. Fixed price, scoped in writing with a not-to-exceed.

    Advisory projects

Exclusions

What we do not do.

MTL Services is not a CPA firm. We keep the books, the reconciliations and the schedules your outside accountant and your tax tools work from, which makes their work faster.

  • 01Audit, review, compilation, or any report expressing an opinion or assurance
  • 02Tax return preparation or IRS representation
  • 03Legal or investment advice
  • 04Capital-raising introductions
  • 05Payroll tax filings (we review them; your provider files them)
  • 06Anything requiring the signature of a CPA, EA, or attorney
  • 07Sales-tax return filing (we keep sales-tax-ready records; your CPA or tax tool files)

Free · 30 minutes

Thirty minutes will tell you which package fits.

You get a one-page note on what we heard and what we would propose.

Book a free 30-minute consultHow an engagement runs