Our Services
Your money, run end to end
One Controller-led team runs all four parts of your money: what comes in, what goes out, what’s ahead and what it means. The work of five hires, off your plate.
- in client revenue & expenses managed
- $100M+
- in client revenue & expenses managed
- transactions handled weekly
- Thousands
- transactions handled weekly
- of bills paid & invoices collected
- Hundreds
- of bills paid & invoices collected
What we do
Four jobs. One team runs all of them.
For established businesses and nonprofits, typically $3M to $10M in revenue.
Money in: invoices out, payments in, late payers chased.
Once you make a sale, we take it from there: invoices go out, payments get recorded, and late payers hear from us, by phone if needed.
What we do
- Weekly invoicing
- Cash receipts recorded weekly
- A/R aging: who owes what
- Overdue follow-up
- Calling clients who owe you money
Who handles it: your billing & AR team
Invoices and payments are handled weekly. Overdue accounts get email and phone follow-up.
Money out: bills approved, paid correctly, never late.
Bills land in one place, get approved under your rules, and go out on schedule.
What we do
- Vendor setup, W-9s and 1099 tracking
- Weekly bill entry and payment runs
- Every due date tracked
- A/P aging so nothing slips
Who handles it: your AP team
Bills are entered and paid weekly in Bill.com or QuickBooks Online. Your Controller reviews every payment first.
You approve. We execute. Your Controller reviews every payment.
What’s ahead: see the tight months coming.
Forecasts built on closed, reviewed books and updated against actuals, so the plan stays honest.
What we do
- Cash-flow projections
- Financial model updates
- Scenario modeling
- Annual budget
Who handles it: your Controller
Your Controller builds the budget, keeps the forecast and model current, and walks you through scenarios before big decisions.
What it means: accurate books, explained.
Books closed on schedule, reviewed by a Controller, and explained monthly: what changed and what to do next.
What we do
- Weekly categorization, monthly reconciliations
- Close by the 15th (Advanced) or 25th (Core)
- Financial statements
- KPIs
- Budget-to-actual
Who handles it: your bookkeepers & Controller
Bookkeepers keep the books current weekly. Your Controller reviews every close and walks you through it monthly.
See full-service accountingHow we’re different
Not a bookkeeper. Not a CFO consultant.
A bookkeeper records the money. A CFO consultant advises on it. Hiring in-house means managing the people who run it. We run it.
| Bookkeeper | CFO consultant | Hiring in-house | Accountable | |
|---|---|---|---|---|
| What you get | Transactions recorded after the fact | Advice and a plan, a few hours a month | Four hires you recruit, train and manage | One Controller-led team for all four pillars |
| Sends invoices and chases late payers | Not usually | No | If you hire for AR | Yes, including the phone calls |
| Pays vendors correctly and on time | Sometimes enters bills | No | If you hire for AP | Yes. You approve, we execute |
| Forecasts cash and builds the budget | No | Yes, from books someone else keeps | If you hire an analyst | Yes, from books we close ourselves |
| Explains what the numbers mean | Rarely | Yes | Depends on who you hire | Every month, with your Controller |
| Controller review | No | No | Only if you hire a controller | Every close and every payment |
| When someone is out or quits | The work waits | The work waits | The work waits while you rehire | Your team covers it |
| Who still runs the money | You | You | You manage the people who do | We do |
The real comparison
What it costs to hire the team yourself
At least four people, plus benefits, paid time off and software for each.
| Role | Covers | Per year |
|---|---|---|
| Billing, AR & AP specialist | Money in & money out | $50,670 |
| Bookkeeper | What it means | $50,670 |
| FP&A analyst | What’s ahead | $103,570 |
| Controller | Reviews it all | $166,570 |
| Benefits, including paid time off | About 43¢ on every salary dollar | $159,254 |
| Software | Accounting, bill pay and forecasting seats | $5K–$15K |
| Total, every year | $536K–$546K | |
Salaries are US median pay. Recruiting, turnover and the weeks when someone is out aren’t counted. Sources: BLS Occupational Outlook Handbook, median pay (May 2025); BLS Employer Costs for Employee Compensation (June 2026).
The team
A dedicated team, led by a Controller
Bookkeepers and AP/AR staff do the weekly work. Your Controller reviews every close and payment, then walks you through the results.
Your bookkeepers & AP/AR team
Run the day-to-day: money in, money out, clean books
Responsible for:
- Invoicing and collections follow-up
- Bill entry and weekly payment runs
- Transaction processing
- Bank and account reconciliations
- Sales tax support
- Month-end close
Your Controller
Leads your team, reviews everything, explains what it means
Responsible for:
- Reviews every close and payment
- Cash-flow forecasts and financial models
- Annual budget and budget-to-actual
- Management reporting and KPIs
- Internal controls
- Monthly results meeting with you
How It Works
Step 1: Getting started
We learn how money moves through your business and scope the work to your goals and budget. You get your own Controller-led team.
Step 2: Onboarding
We document your processes and timelines, set up your cloud tools, and fix problems in your books before we take over.
Step 3: Every month after
Your team runs it all on schedule, your Controller reviews every close and payment, and it scales with you.
Pricing
Priced by company size, not by the hour
A percentage of annual revenue, billed monthly. Core from $1,650/mo; Advanced, all four pillars, from $2,500/mo.
Questions
Frequently Asked Questions
How is this different from hiring a bookkeeper?
A bookkeeper records what already happened. You still invoice, chase late payers, pick which bills to pay and work out what the numbers mean. We do all of that, with a Controller reviewing every close and payment.
Do I still need a CFO?
Most companies our size don’t. Forecasts, budgets, models and scenarios are part of what we run, built on books we close ourselves. For capital raises, a sale or board-level strategy, we refer you to CFOs in our network.
Do I still need in-house accounting staff?
Up to you. We can be your whole accounting department or work alongside in-house staff. We just need one point of contact, no accounting skills required.
Do you hold or move my money?
We manage payments and collections for you, but we never hold or take custody of your funds. You approve. We execute. Your Controller reviews every payment.
Who is this for?
Owners of established companies and nonprofits, typically $3M to $10M in revenue, who are still pulled into billing, bills and reports.
How is pricing set?
A percentage of annual revenue, billed monthly. Core is 1% (minimum $1,650/mo); Advanced, all four pillars, is 1.5% (minimum $2,500/mo). Pricing indication only. Your official quote may vary with transaction volume and complexity. Discounts available. Estimate yours on the Pricing page.
Let’s meet. Your team is ready when you are.
Off your plate. Never out of your sight.
Book a free consultation with Amanda’s team. We’ll look at how money moves through your business today and show you exactly who would be running it.