Trusts, Training & Minimal

OVERSIGHT & TRAINING

Do you want to keep doing your bookkeeping in-house while we train you and oversee your work to make sure it’s perfect?

365/block (minimum 1 block/mo)

  • Training and oversight of in-house staff
  • Paperless and efficient methods
  • Budgeting and forecasting
  • Period close-out and review
  • Performance reporting and strategic planning
  • Cash management, capital acquisition and debt reduction

MINIMAL TRANSACTION ENTITIES

Is your entity really small and only requiring updates and reporting on a quarterly basis?

365/quarter

  • After the fact cash basis accounting for entities with minimal (3 or fewer accounts with 30 or less) monthly transactions
  • Paperless records management for complete audit ready records
  • Quarterly performance reporting and strategic planning
  • Financial analysis

Family Trust & Family Office Services

Family trusts can range from very simple to very complicated, let’s talk about your needs and create a service that is designed perfectly.

Pricing upon appt. only

  • Full service accounting for personal assets held in trust, bill, mortgage & tax payments
  • Budget preparation & critical date calendaring
  • Complete monthly reporting to the trustee
  • Investment value monitoring
  • Financial analysis
  • Complete transparency to designated beneficiaries.

INITIAL SET-UP

725
Includes Accounting Desktop for Anywhere-Anytime access, all licenses, information gathering, set-up tasks and support

Get In Touch

Testimonials
It’s a pleasure working with your staff, I couldn’t be happier. Periodically I ask my accountant how Complete Controller is doing and they always report ...

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Greg LauranceCrazy Horse Investments
Everything is going great! The desktop is very easy to use and we recommend Complete Controller for bookkeeping

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Ellen Bartholemy CPA
As my firm grows and develops its expertise in our core offerings of tax and financial planning and tax preparation, we have decided to retire ...
Cheryl SealeCPA Principal Seale CPA & Co.
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