With our virtual Controller (vController) services, you have a dedicated and experienced virtual controller, as well as a team of accountants, as needed providing support to build your business and reach your goals. We work with you throughout the year with regular meetings and guidance focused on your operational systems and financial picture. Meetings are held via GoToMeeting, Zoom or phone calls depending on the nature of the meeting and preferences.

The average monthly investment for our virtual Controller services is $5,000/month ($60,000 annually.) There are many components that go into establishing outsourced controller rates, so it is best to book a discovery call so we can provide a custom quote. For more information please visit our pricing page. For a personalized proposal, please book a discovery call.

Alternatively, traditional, full-time Controllers can range in cost from $194,000 to $297,000 annually. By partnering with a virtual Controller, you gain the ability to focus on your growth goals working alongside a trusted advisor for continual direction and feedback without the cost of a full-time Controller.

Virtual Controller services include two meetings per month with your designated vController. The outsourced financial controller service allows us to partner with you on a different level.  We help you to recognize and hone-in on where operations could be improved and streamlined and provide insight on the financial picture of the business.

You will be assigned an entire team of professionals including a dedicated Controller, Accountant and, if applicable, Tax Specialist. Depending on the services selected the Controller will be managing your internal bookkeeping team or a team provided by PJS & Co. CPAs. If tax services are selected, the tax specialist will provide expertise in tax planning and preparation periodically throughout the year so the team can plan accordingly.

Deliverables: 

• Creating budgets, including departmental budgeting as needed
• Financial reports (monthly, quarterly, YTD, budget to actual) 
• Cash flow goals and analysis (if elected)
• Analyzing and advising on operational improvements and efficiencies 
• Tax planning and tax return (if elected)

Meeting #1: Operations Systems 

• This meeting occurs during the first two weeks of the month and allows you and your virtual Controller to look at an overview of operational systems and policies, identify any issues/bottlenecks, and what upgrades/changes need made.

Meeting #2: Financial Update

• This meeting occurs during the last two weeks of the month and allows you and your virtual Controller to review last month’s financials and YTD, including budget to actuals and goals.

We specialize in service-based businesses but have a few industry specializations. We offer expertise in dental, IT & MSP, legal and construction.

We are happy to work with your current bookkeeper or accountant to advise from a growth and profitability viewpoint and do not aim to replace anyone on your current team. If you would prefer our firm handle all aspects of accounting, we do offer full-service packages, like bookkeeping and tax preparation to compliment our business acceleration packages.

Book a free, 60-minute discovery call, where we can discuss your goals, where your business currently stands, the level of support you need and offer customized tiered solutions with pricing. Should we both decide that it would be a good fit working together, we will send a proposal for signature and begin the onboarding process.

Typically, onboarding lasts about 6 weeks.