Controllership Services

Comprehensive Financial Operations for Growing Businesses ($250K–$2M)

What Are Controllership Services

Controllership is the structured management of your company’s financial operations. It ensures accuracy, compliance, and efficiency across all day‑to‑day accounting functions.

Our team delivers a streamlined, professional finance department. Without the cost of hiring internally.

Controllership packages typically start at $2,250/month, depending on the level of monthly finance support required.

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What’s Included?

  • Accurate, timely, and audit‑ready financial records.

    • Monthly reconciliations

    • General ledger maintenance

    • Expense categorization

    • Financial statement preparation

  • We help you stay organized and maintain strong vendor relationships.

    • Invoice processing

    • Payment scheduling

    • Vendor management

    • Cash‑flow‑aligned disbursement planning

  • Improve collections and accelerate cash flow.

    • Customer invoicing

    • A/R tracking and aging reports

    • Collection follow‑ups

    • Payment application

  • Reliable payroll processing that keeps your team paid accurately and on time.

    • Payroll runs and remittances

    • Employee onboarding/offboarding

    • Year‑end slips and filings

    • Compliance with payroll regulations

  • Your year‑end tax return is fully handled as part of this service.

    • Corporate tax preparation

    • Tax planning guidance

    • CRA compliance support

    • Year‑end adjustments and filings

      Annual corporate tax filing is included for active monthly Controllership clients, subject to scope and bookkeeping completeness.

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How It Works

  • 01. Discovery & Fit Call

    Understand your business, current finance setup, pain points, transaction volume, payroll, A/R, A/P, and reporting needs.

  • 02. Financial Systems Review

    Review your bookkeeping, accounting software, bank feeds, reconciliations, payroll, HST, A/R, A/P, and current reporting process.

  • 03. Clean-Up & Workflow Setup

    Clean up historical issues, organize your chart of accounts, and set up repeatable workflows for bookkeeping, payroll, vendor payments, customer invoicing, and reporting.

  • 04. Monthly Finance Operations

    Manage recurring bookkeeping, reconciliations, A/R, A/P, payroll, HST tracking, and month-end reporting.

  • 05. Monthly Reporting & Review

    Provide monthly financial statements and reporting so you can understand profit, cash flow, receivables, payables, and business performance.

  • 06. Year-End & Tax Coordination

    Prepare year-end adjustments, corporate tax filings, owner tax planning, and CRA compliance support.

Frequently Asked Questions

Why Businesses Choose Our Controllership Services

Onboarding & Clean‑Up

We review your current systems, clean up historical data, and set up workflows.

Monthly Operations

We manage bookkeeping, A/R, A/P, and payroll on a recurring schedule.

Reporting & Insights

You receive clear, timely financial reports to guide decision‑making.

Year‑End Tax Filing

We prepare and file your annual corporate tax return — included in the service.

Who This Service Is For?

Businesses that have outgrown basic bookkeeping.

01.

Companies needing reliable A/R, A/P, and payroll oversight.

02.

Organizations preparing for growth, financing, or audits.

03.

Founders who want clean, accurate financials without hiring a full internal team.

04.

Build a Smarter Financial Strategy

Ready to Get Your Finances on Track?

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