Monthly package
Controller Package
Budgets, cash forecasts and management reporting that show where the business is heading, for owners who already have their bookkeeping covered.
What you get each month
- A dashboard of the measures that matter to you
- Budget against actual, with what changed and why
- A rolling 30-day cash forecast
- A management report pack for your leadership team
- Profitability by product, service or department
- Recommendations to improve your finance processes
When it fits
- Decisions are made without clear financial information
- Cash surprises keep catching the business out
- You can't plan growth with confidence
- Lenders or investors ask for reports you don't have
- A full-time controller is not yet worth the cost
Compared with hiring a full-time controller
The package costs a fraction of a senior hire, and you can scale it up or down.
| Controller Package | Full-time controller | |
|---|---|---|
| Cost a month | From $3,500 | About $13,000 to $16,300 |
| Who you get | A senior controller and our finance team | One person, plus recruiting and benefits |
| Commitment | Month to month | An annual salary |
Full-time cost uses a salary of $120,000 to $150,000 plus about 30% for benefits and overhead.
How it starts
- 1Free consultation. We talk through your goals and how your finances run today.
- 2Assessment. We review your numbers, find the gaps and agree the reporting you need.
- 3Set-up. We build your budget, cash forecast and dashboard.
- 4Every month. Reporting, forecasts and a review of what to act on.
Questions
How is this different from the Bookkeeper package?
The Bookkeeper package keeps your records accurate. The Controller package uses those records to budget, forecast and report, so you can plan.
Does it include bookkeeping?
No. It suits businesses that already have bookkeeping covered. You can add our Bookkeeper package alongside it.
Can you help build our budget?
Yes. We build the annual budget with you and track it against actual results every month.
Other packages
| Package | What it covers | From | |
|---|---|---|---|
| Bookkeeper | Accurate books, reconciliations and monthly statements | $1,500 a month | View |
| Controller This page | Budgets, cash forecasts and management reporting | $3,500 a month | |
| CFO | Strategy, board reporting and capital planning | $5,000 a month | View |
| Custom | A mix of services shaped around your business | Quoted after a call | Book a call |
Talk it through first.
Book a free consultation to see whether the Controller Package fits your business.