Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO
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Outsourced Controller — a controller on your team, without the hire.
Your books are done, but you still can't fully trust or act on the numbers? A controller owns your close, your reporting, and your controls — and is accountable for getting it right.
Book a Health Check from $1,800/mo
Who it's for
Growing businesses that need real reporting and oversight — but aren't ready to hire a full-time controller or finance team.
What you get
·Everything in Managed Books, plus:
·Close oversight, monthly reporting pack & KPI dashboard
·AP/AR oversight, controls & a monthly review call
Tax & legal referred out. Quarterly minimum term.
Deliverables
What arrives, and when
Dates are commitments, not aspirations. If a close date is going to slip you hear it from me before the day, not after.
BY DAY 7 Books closed and fully reconciled, against a written close checklist that is signed off each month.
SAME DAY A one-page flash report plus the full statement package, with variance against prior month and budget.
SECOND WEEK A 45-minute review call — what moved, why it moved, and what to watch next month.
ONGOING Direct access by email or Slack during the month, plus ownership of controls, approvals and the finance calendar.
Where this fits
Managed Books→ Fractional CFO→
Access & data handling
How I handle access to your books
Read-only wherever the work allows it. During a Finance Health Check it is always read-only — the job is to look, not to change anything.
No credentials by email or text. Access is granted through your accounting platform's own user permissions, in your name, under your control, and revocable by you at any time.
Two-factor authentication on every system I touch, with documents kept in one secure client portal rather than scattered across inboxes.
Your file stays yours. If we stop working together you keep everything, in the system you already own, with no export fee. Management owns the financials and the decisions — that does not change because you outsourced the work.
Not sure this is the right level for where you are? Nine questions, an instant score, and a straight answer on which service fits — no call required. Take the free Finance Scorecard →
Start with a Finance Health Check.
Every engagement starts here — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro.
Book a Health Check(281) 858-3349 · info@booksmartsvcs.com · Texas & remote