My Controller Packages


Perfect for small companies with less than $500,000 annual revenue

  • Monthly bank reconciliations
  • Monthly credit card reconciliations
  • Record payroll service transactions
  • Quarterly financial statement construction
  • Quarterly online reviews
  • Initial QuickBooks setup and configuration
  • Phone support
  • Year-end general ledger review
  • 1099 and 1096 forms prepared and sent to contractors and government
  • QuickBooks application hosting, providing 24-hour access from anywhere


Best for companies with up to 1.5 million annual revenue

  • Daily accounting, including daily transaction processing
  • Administration of online payroll
  • Accounts payable responsibility (electronic bill pay required)
  • Monthly financial statement construction
  • Monthly online review
  • QuickBooks training
  • Budgeting and assistance


Our premier choice for companies with more than 1.5 million annual revenue

  • Employee benefits review
  • Inventory management
  • Accounts receivable monitoring
  • Sales order and purchase order input/tracking
  • Customizable reporting
  • Cash flow analysis, including business strategy asset deployment toll
  • Income tax preparation discounts