Services
Finance, operations and growth, run by one firm.
A controller engagement closes your books on a calendar, reconciles what the bookkeeper posted, and hands you a package you can act on. Every package has included hours and a written notice at 80%. It starts with a free 30-minute consult.
Five ways in
One firm, one set of books, five engagements.
The same work reads differently in a service company and in an online brand. Each line says how.
Operations and growth
The rest of the business, run the same way.
For startups and owner-led companies that need more than the books: fractional operations, sales, marketing, social media and e-commerce, each with included hours and written notice before anything extra is billed.
- Fractional COO and business operationsFractional operationsSomeone who runs the operating rhythm, a few days a month.From $1,750 a month
- Fractional sales management and revenue operationsSales management and RevOpsA pipeline you can read, and someone who works it with you.From $1,250 a month
- Fractional marketing managementMarketing managementA marketing plan with a budget, a calendar and a number to hit.From $1,500 a month
- Social media managementSocial media managementPosted on schedule, answered the same day, reported monthly.From $695 a month
- E-commerce, Etsy and marketplace operationsE-commerce operationsListings, orders, inventory and the payout, run like a business.From $595 a month
- BundlesOne team, pooled hours.Launch partner, Seller ops partner, Fractional ops partner.From $3,450 a month
Launch pricing. Every engagement is confirmed in a written scope after the consult; ad spend and software licences are billed at cost, never marked up.
Inclusions
What each package includes.
Controller Essentials is the intro package; Controller + Cash is where most owners step up. Anything not listed is out of scope, and add-ons below bring their own hours.
| Deliverable | Controller EssentialsA | Controller + CashB | Full controllerC | Full controller, multi-entityD | Partner-ledE |
|---|---|---|---|---|---|
| Month-end close oversight | Yes | Yes | Yes | Yes | Yes |
| Bank, card and loan reconciliation review | Yes | Yes | Yes | Yes | Yes |
| Balance-sheet account reconciliations | Quarterly | Monthly | Monthly | Monthly | Monthly |
| Management-use financial package | Day 15 | Day 10 | Day 10 | Day 7 | Day 5 |
| KPI dashboard | 6 standard | 10 | 12 incl. industry | Custom | Custom |
| 13-week cash forecast | Not included | Monthly | Monthly | Weekly | Weekly |
| AP/AR aging review and collections cadence | Not included | Monthly | Monthly | Weekly | Weekly |
| Budget vs actual | Upload | Monthly | Quarterly reforecast | Quarterly reforecast | Rolling |
| Lender or board pack | Not included | Quarterly | Quarterly | Monthly custom | Monthly custom |
| Review call | 30 min | 45 min | 60 min | 90 min | 90 min + strategy |
| Process and controls documentation | Not included | 1/yr | 1/quarter | Ongoing | Ongoing |
| Business-development analytics | Not included | Not included | Add-on | Included | Included |
| Entities included | 1 | 1 | 1 | 2 | 3 |
| Ad-hoc question SLA | 2 days | 2 days | 1 day | Same day | Same day |
Add-ons
Added to any package.
| Add-on | Most common in | Fee | Hours added |
|---|---|---|---|
| Transactional bookkeeping performed | Any business | $1,200/mo (up to 300 txns) or $2,000/mo (up to 600) | 8 / 14 |
| Additional entity | Any business | $900/mo each | 4 |
| Job costing / WIP schedule (construction)Trades · construction | Trades · construction | $750/mo | 4 |
| Payroll journal review and reconciliation | Any business | $400/mo | 2 |
| Additional review call or on-site day | Any business | $600 / $1,800 | 2 / 8 |
| Pipeline and CRM reporting (HubSpot) | Any business | $750/mo | 4 |
| E-commerce settlement reconciliation (Shopify / Amazon)E-commerce | E-commerce | $600/mo | 3 |
Exclusions
What we do not do.
- Audit, review, compilation, or any report expressing an opinion or assurance
- Tax return preparation or IRS representation
- Legal or investment advice
- Capital-raising introductions
- Payroll tax filings (we review them; your provider files them)
- Anything requiring the signature of a CPA, EA, or attorney
- Sales-tax return filing (we keep sales-tax-ready records; your CPA or tax tool files)
Free · 30 minutes
Thirty minutes, no pitch.
You get a one-page note on what we heard and what we would propose.