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
The Complete Controller team is very responsive, there are some special things I like to see on the books and Complete Controller always gets it right.

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Jesse Slater, CPA
As an accounting and tax professional and former IRS Field Agent we can meet any of our clients personal or business compliance needs. The biggest need in the SME market (our target market) is understanding the integral relationship to accounting and taxation. Good accounting leads to good (minimized) taxation. Our ...

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Shelvin E Byars, E.A.The Accountant on Call
“My service has been fantastic!”

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Terri-Lynn Vearer, ControllerAntistat
As an entrepreneur, whose sole purpose is to offer my clients creative solutions to essential business functions that often overwhelm small to mid size business owners, I am often searching for other such companies. Complete Controller has created tailored plans for my clients that will assist them with overcoming their ...

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Dawn SneedThe Olive Brand
My client used several bookkeeping services before finding Complete Controller. Complete Controller has been very nice work with and they have been extremely responsive. It is great to get good reporting and we are very happy with their work.

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I have been with Complete Controller for three years! You guys are so awesome, my dedicated team is on top of everything. I love getting my reports and my CPA has never been happier with the numbers. I recommend Complete Controller to all my colleagues and friends. If you are ...

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I enjoyed the work and really love the environment and structure of Complete Controller.

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Kelli Blount, CPA
CompleteController provides the bookkeeping and accounting solutions your Company needs.

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Angela Sales, CPA
Our client is extremely impressed with Complete Controller’s services!

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Thomas W. Kerl, CPAKerl and Co. CPA
I’ve tried other companies, I am glad to find something that works!

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Pam Schoelles, EASchoelles & Associates Inc.
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