Startup

Assistant Controller

  • Monthly bookkeeping
  • Accounts payable and accounts receivable management (monthly)
  • Payroll management
  • Month end reporting (within 30 days of month end)
  • Tax compliance (sales tax, EHT, etc.)

Early stage

Controller

  • Monthly bookkeeping
  • Accounts payable and accounts receivable management (monthly)
  • Payroll management
  • Month end reporting (within 30 days of month end)
  • Tax compliance (sales tax, EHT, etc.)
  • Budget assistance
  • Monthly cash flow review

Growth

CFO

  • Semi-monthly bookkeeping
  • Accounts payable and accounts receivable (semi-monthly)
  • Payroll management
  • Month end reporting (within 15 days of month end)
  • Tax compliance (sales tax, EHT, etc.)
  • Budget and forecast assistance¬†
  • Monthly cash flow review
  • Monthly CFO check ins

Other services:

Weekly Plans

Need someone more hands-on? Choose a plan above that will take place weekly instead of monthly as your startup’s own part-time CFO and Controller.

Financial Blueprint Analysis

Not sure which plan fits? Purchase our financial blueprint analysis so we can take a dive into your financial processes and provide a recommendation plan that works best for your company’s size and growth stage.

 

You can either choose to take the recommendations and implement them in your company or have us come in and make changes with one of the above monthly packages.

 

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