The gap this fills
It shows up the same way in almost every company that reaches this size.
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The close takes six weeks and lands unexplained.
By the time the numbers arrive, the month they describe is ancient history and no decision was ever made from them.
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Nobody can answer why margin moved.
The statements are technically correct and completely silent. Correct is not the same as useful.
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Every lender request becomes a fire drill.
Producing financials somebody outside the company will accept turns into two weeks of scrambling and a set of numbers you are quietly unsure about.
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A controller costs more than the problem.
A full time hire with benefits is a large commitment for a company that needs the function, not the headcount.
What the engagement includes
- A monthly close on a fixed calendarBooks closed and reported within a defined window every month, so the numbers arrive while they are still worth acting on.
- A reporting package, not a data dumpProfit and loss, balance sheet and cash flow with comparatives, plus a written read on what actually moved.
- Accounting that survives outside scrutinyBuilt so a lender, an insurer or a buyer can look at it without the answers having to be reconstructed afterwards.
- A monthly conversationSomeone who has read your numbers before the call and has questions about them. This is the part you cannot get from software.
- Multiple entities handledSeparate sets, intercompany activity and consolidated views where you need them.
- Your CPA kept in the loopYear end stops being an archaeology project, which usually shows up as a smaller bill from them.
Where the line is
We would rather be clear about this than let you find out later. We run the accounting function and we read the numbers with you. We are not a tax practice and we are not an investment bank.
If you need a return prepared, that is your CPA. If you are raising a round and need a model built to defend a valuation, that is a specialist, and we will tell you so rather than improvise.
What we are good at is making sure that when any of those people ask a question, the answer already exists and is correct.
Questions we get
Is this the same as a fractional CFO?
It overlaps, and we would rather be accurate than oversell it. We handle the accounting function properly and read the numbers with you every month. Raising capital and building a three-year model are a different engagement, and we will say so.
We already have a bookkeeper. What changes?
Often the bookkeeper stays and we take the close, the reporting and the review layer. Sometimes the honest answer is that the existing setup is fine and you need something else entirely. The review tells us which.
What reporting do we get?
A monthly close package with profit and loss, balance sheet and cash flow, comparatives against prior periods, and a short written read on what moved and why. The written part is what most companies at this size are actually missing.
Do you work with our CPA and our lender?
Yes. Producing statements a lender will accept without a round of questions is part of the job, and it is considerably easier when the books were built with that in mind rather than reverse engineered at year end.
How much does this cost?
More than the small business tier and far less than a full time controller, which is the entire argument for it. The number depends on transaction volume, entity count and how much reporting you need. It is quoted after a review.
Start with a look at your actual books.
No cost, no obligation, and no sales pitch. You get a straight answer about where your books stand, and you can do whatever you want with it.
Prefer to talk first? (833) 653-7545 or hello@gotomybookkeeper.com