Complete Controller

Complete Controller’s flat rate service options include all the components of a typical full-charge bookkeeping solution and many added advantages not offered anywhere else.

Everything You Expect ... and More

Everything listed below is included in our full-service bookkeeping package and you do not ever need to purchase software upgrades, technical support or training sessions - all of these are included in our fixed monthly rate.

• Knowledgeable and highly-trained bookkeeping staff

• Secure access anytime, from anywhere

• Twice-monthly bill pay service*

• Timely input and classification of all transactions

• An electronic filing cabinet containing all of your financial documents

• Service for multiple account types: bank, credit card, loan, etc.

• Account reconciliations within 10 days of statement close

• Nightly data backups

• Financial statements and custom reports on-demand

• Budget preparation and reporting

• Annual meetings with your tax preparer

• Year-end archive disk, including all of your books and records 

*Requires online banking through your financial institution.

If you require additional service, convenient add-ons allow you to customize a Complete Controller full-service package to your needs. For businesses that do not require full-service, ask about our affordable after-the-fact bookkeeping solution that is serviced monthly.

Please Contact Us to request a webmeeting and see a demonstration of the Complete Controller experience.