Our Services

Your money, run end to end

We run the money, so you can run the business. One Controller-led team runs all four parts of it: what comes in, what goes out, what’s ahead, and what it all means. That’s the work you’d otherwise hire billing, AP, bookkeeping, controller and planning roles to do, or end up doing yourself.

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You approve. We execute. Your Controller reviews every payment.

client revenue & expenses under our control: $100M+; client revenue & expenses under our control
of transactions handled every week: Thousands; of transactions handled every week
of bills paid and invoices collected on: Hundreds; of bills paid and invoices collected on

What we do

Four jobs. One team runs all of them.

Built for established businesses and nonprofits, typically $3M to $10M in annual revenue, whose owners are still pulled into money operations and want them run properly.

Money inBilling, receivables and collectionsYour billing & AR team
Money outVendor approvals and bills paid on timeYour AP team
What’s aheadCash-flow forecasts, budgets and scenariosYour Controller
What it meansBooks, reporting and KPIsYour bookkeepers & Controller

Money in: billing from “sold” forward, and the follow-up that gets you paid.

Once a sale is made, your team takes it from there: invoices go out, payments are recorded, and anyone who is late hears from us, including a phone call when it comes to that.

What we do

Invoicing your clients on a weekly A/R run
Recording cash receipts in your books every week
A/R aging report so you always know who owes what
Following up on overdue invoices
Calling clients who owe you money

Who handles it: your billing & AR team

Your accounting team sends invoices and records payments each week; overdue accounts get followed up by email and phone, like an in-house A/R team.

Money out: bills approved, paid correctly, and never late.

Accounts payable end to end. Bills come into one place, get approved under rules you set, and go out on schedule, with every due date tracked.

What we do

Approving and managing vendors, including W-9 collection and 1099 tracking
Weekly bill entry and payment in Bill.com or QuickBooks Online
Tracking every due date
A/P aging report so nothing slips

Who handles it: your AP team

Your accounting team enters and pays bills on a weekly run in Bill.com or QuickBooks Online, and your Controller reviews every payment before it goes out.

You approve. We execute. Your Controller reviews every payment.

What’s ahead: know which month will be tight before it arrives.

A clear view of where cash is heading, built on books that are already closed and reviewed. Forecasts and models are updated against actuals, so the plan stays honest.

What we do

Cash-flow projections
Financial model updates
Scenario modeling for the decisions in front of you
Creating your annual budget

Who handles it: your Controller

Your Controller builds the annual budget, keeps the cash-flow forecast and financial model current against your closed books, and walks you through the scenarios before a big decision.

What it means: accurate books and reports you understand.

Clean books, closed on schedule and reviewed by a Controller, then explained in a monthly meeting: what changed, what it means, and what to do next.

What we do

Weekly transaction categorization and monthly reconciliations
Month-end close by the 15th (Advanced) or 25th (Core)
Financial statements and reporting
KPI measurement
Budget-to-actual reporting

Who handles it: your bookkeepers & Controller

Your bookkeepers keep the books current every week; your Controller reviews every close and walks you through the results each month.

See full-service accounting

How 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 that runs 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

Running all four pillars in-house takes at least four people. Before anyone starts, you’re paying salaries, benefits and paid time off, and the software each of them needs.

Estimated annual cost of an in-house accounting team, using US median pay
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

Every client gets their own Accountable Team: bookkeepers and AP/AR staff who do the weekly work, and a Controller who reviews every close and every payment and walks you through the results. Nothing reaches you unreviewed, and you always know who to call.

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

Meet the Team

How It Works

Step 1: Getting started
We learn how money moves through your business today and what you need, then scope the work to your goals and budget. Your business gets its own Accountable Team, led by an experienced Controller.
Step 2: Onboarding
We define and document your processes, deliverables, communications and timelines, set up the right cloud tools, and assess your books to find and fix problems before we take over.
Step 3: Every month after
Your team runs the agreed processes and controls on schedule, your Controller reviews every close and payment, and the process grows with your business.

Pricing

Priced by company size, not by the hour

A percentage of annual revenue, billed monthly. Core from $1,650/mo; Advanced, which runs all four pillars, from $2,500/mo.

Estimate Your Price Compare Plans

Questions

Frequently Asked Questions

How is this different from hiring a bookkeeper?

A bookkeeper records what already happened. You still send the invoices, chase late payers, decide which bills to pay and work out what the numbers mean. We do all of that: billing and collections, bills and payments, forecasts and budgets, and the books and reporting, with a Controller reviewing every close and payment.

Do I still need a CFO?

Most companies our size don’t need one. Cash-flow forecasts, budgets, financial models and scenario planning are part of what we run, built on books we close ourselves, so the plan and the numbers always match. If you need deeper CFO work, such as raising capital, a sale or acquisition, or board-level strategy, we can refer you to CFOs in our network.

Do I still need in-house accounting staff?

It’s up to you. We can be your complete accounting department, or you can keep some bookkeeping in-house. We’ll need one point of contact on your staff, and they don’t need accounting skills.

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 and CEOs of established companies and nonprofits, typically $3M to $10M in annual revenue, who are still pulled into billing, bills and reports and want the money run properly.

How is pricing set?

By company size: a percentage of your annual revenue per year, billed monthly. Core is 1% (minimum $1,650/mo) and Advanced, which runs 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.