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At Expert Controllers, we deliver flexible, high-touch financial and operational support designed to grow with your business. Whether you're launching a new venture or scaling an established firm, we help you streamline your back office so you can lead with confidence.
Our Services
Level 1: Core
Annual Fee Range: $12,000 - $15,000
Scope of Services:
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Reconciling bank and credit card accounts quarterly using QuickBooks Online or a similar cloud-based system
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Coordinating with your CPA to support annual tax return preparation and filing
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Organizing and securely storing payables and financial statements in the cloud
Actual fee dependent on growth potential.
Level 2: Professional
Annual Fee Range: $25,000 – $50,000
Scope of Services (includes all Level 1 services plus):
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Reconciling bank and credit card accounts monthly
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Processing payroll for up to 15 employees via a third-party provider, including basic benefits and retirement plan administration
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Managing accounts payable, including bill payment using a third-party platform
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Preparing financial statements and management reports on a quarterly basis
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Coordinating with insurance brokers to maintain coverage and compliance
Actual fee dependent on complexity of software and financial reporting requirements.
Level 3: Executive
Starting at $60,000 per year
Scope of Services (includes all Level 1 services plus):
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Reconciling bank and credit card accounts monthly
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Processing employee payroll via a third-party provider, including basic benefits and retirement plan administration
-
Managing accounts payable, including bill payment using a third-party platform
-
Preparing financial statements and management reports on a monthly basis
-
Coordinating with insurance brokers to maintain coverage and compliance
Actual fee dependent on on company size, including number of locations, employees, and bank accounts.