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Controller services

Fixed monthly fee. No hourly billing. No scope creep.

Three tiers for founder-led SaaS and agencies. Pick the level that matches your revenue and month-end close needs today — you can move up when the business does. Starting at $2,500/month.

Our Services

Financial Support That Scales With You

From foundational bookkeeping to strategic controller services. Choose the level that fits your business today.

Starter

$2,500/month

Essential bookkeeping for growing businesses

  • Monthly financial statements
  • Accounts payable management
  • Accounts receivable tracking
  • Bank reconciliations
  • Expense categorization
  • Basic financial reporting
  • Email support
  • Quarterly business reviews
  • Cash flow forecasting
  • Controller advisory services
Most Popular

Growth

$4,500/month

Controller services with strategic insights

  • Everything in Starter, plus:
  • Dedicated controller services
  • Cash flow management
  • Custom financial reporting
  • Monthly business reviews
  • Budget planning & tracking
  • KPI dashboards
  • Priority phone support
  • Tax filing support
  • Audit support services

Scale

$7,500/month

Advanced controller services for scaling businesses

  • Everything in Growth, plus:
  • Controller advisory services
  • Strategic financial planning
  • Audit support and preparation
  • Investor reporting support
  • Enhanced cash flow forecasting
  • Team financial training
  • Dedicated controller calls (weekly)
  • Custom integrations
  • 24/7 support hotline

Not sure which tier fits?

Book a 15-minute call. We’ll look at your current close, your transaction volume, and your next investor milestone, and tell you which tier you’d start in. No sales pitch — if you don’t need us yet, we’ll say so.

Range: $2,500-$7,500 per month.