Our Monthly Plans
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Startup
Assistant Controller
- Monthly bookkeeping
- Accounts payable and accounts receivable management (monthly)
- Payroll management
- Month end reporting (within 30 days of month end)
- Tax compliance (sales tax, EHT, etc.)
Early Stage
Controller
- Monthly bookkeeping
- Accounts payable and accounts receivable management (monthly)
- Payroll management
- Month end reporting (within 20 days of month end)
- Tax compliance (sales tax, EHT, etc.)
- Annual budget assistance
- Quarterly cashflow review
Growth
Controller
- Monthly bookkeeping
- Accounts payable and accounts receivable management (monthly)
- Payroll management
- Month end reporting (within 15 days of month end)
- Tax compliance (sales tax, EHT, etc.)
- Ongoing budget and forecasting assistance
- Quarterly cashflow review
- Monthly CFO check ins
Other services:
Weekly Plans
Need someone more hands-on? Choose a plan above that will take place weekly instead of monthly as your startup’s own part-time CFO and Controller.
Financial Blueprint Analysis
Not sure which plan fits? Purchase our financial blueprint analysis so we can take a dive into your financial processes and provide a recommendation plan that works best for your company’s size and growth stage.
You can either choose to take the recommendations and implement them in your company or have us come in and make changes with one of the above monthly packages.
