services

How our service works in 4 easy steps!

connected
users
streamline
financials
GET CONNECTED
  Select a Service Package that Meets Your Needs and Budget – Upgrade or Downgrade at Any Time
  We set up QuickBooks™ + Paperless Filing Cabinet on our secure cloud - More about Our Cutting Edge Technology
  Your CPA Gets access (if you want)
  You choose: QuickBooks™ Online Plus (capable + flexible) or QuickBooks™ Online Advanced (complex needs)
MEET YOUR TEAM
  Introduction to your Bookkeeper + Controller Team
  Rest assured that they are skilled accountants and QuickBooks™ ProAdvisors who know best practices for your industry
  Bookkeeping services commence according to your service level
  A team effort: your Bookkeeper handles the day to day while your Controller fills in as needed, helps with complex problems, and closely oversees the Bookkeeper’s work
STREAMLINE PROCESSES
  We get to know your operations, help with streamlining processes and integrating needed services
  You get access to customizable templates and tools
  You can work in your books alongside us if you like
  Let us know if we can help with special requests, meetings, and customizations
ACCURATE FINANCIALS
  We deliver a complete financial report package to you upon close of each period
  Reports include adjusting entries, accruals, and any custom reports
  On a quarterly basis, we peer review your books and records to make sure they meet our exacting standards
  You get to relax!
 

Specifics and Details

  Bookkeeping

  • Good bookkeepers are hard to find. Our bookkeepers are thoroughly vetted, we test their communication skills, multi-industry experience, QuickBooks™️ acumen, and accounting prowess. They also must pass our skills test.
  • Only 15% of candidates, having both a QuickBooks™️ ProAdvisor certification and an accounting degree, can pass our skills test.

Accurate books are the foundation for any successful business or household. Just ask around and you will find that good Bookkeepers are hard to come by. At Complete Controller we vet all of our Bookkeepers carefully, testing their communication skills, multi-industry experience, QuickBooks™️ acumen, and accounting prowess. You might find it interesting to learn that only 15% of candidates, having both a QuickBooks™️ ProAdvisor certification and an accounting degree, can pass our skills test. The remaining 85% are still selling their services to unsuspecting clients for top dollar and can do more harm than good. Since it is generally cost prohibitive to hire a Bookkeeper and Controller team to work in collaboration, there is no oversight. So, it often isn’t until your Tax Accountant reviews the books at year end that you discover that the quality of work is low. At Complete Controller, we provide you with a highly trained, dedicated Bookkeeper who will work under the supervision and direction of a highly trained Controller to learn your business and become an indispensable team.

  Controller Review

  • If a Bookkeeper is working in isolation, without oversight and guidance by a skilled Controller, you run the risk of poor work product, fraud, and coverage gaps.
  • Complete Controller provides you with a Bookkeeper + Controller team. Our Controllers review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results.
  • Don’t take the risk of hiring a Bookkeeper without supervision or support!

If a Bookkeeper is working in isolation, without oversight and guidance by a skilled Controller, you run the risk of poor work product, fraud, and coverage gaps. For that reason, separation of duties and peer review are essential financial management controls. Meanwhile, it is expensive to hire a Controller or a CFO to maintain work quality. Complete Controller provides you with a Bookkeeper + Controller team. Both learn your account, work together to help you streamline the flow of information to Accounting, produce financial statements, identify cost savings, offer QuickBooks™️ and accounting training, guide you during the budgeting or job costing process, and go through period closing processes together. This is to mention just a few of their collaborative duties. Don’t take the risk of hiring a Bookkeeper without supervision or support. At Complete Controller our Controllers review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results.

  Vendor Management & Bill-Pay

  • We provide: vendor profile updates, W9 monitoring, vendor bill entry, unpaid bills reporting, cash position reporting, payment approval requests, and bill payment transmission either through the bank or prepared for printing locally for you to sign and send.
  • We can customize an AP Management procedure that meets your needs and comfort level.
  • We will help you to streamline the bill payment process, keep a strict audit trail so we can determine who paid what and when, and manage your vendor inquiries.
  • We have acquired new clients that were vendors of existing clients simply because they like the way AP was being managed under our care.

Balancing timely payments to vendors and cash flow management is a challenge for most small businesses and households. Our accrual service clients enjoy full bill payment servicing which includes all or portions of AP Management work. This includes the vendor profile updates, W9 monitoring, vendor bill entry, unpaid bills reporting, cash position reporting, payment approval requests, and bill payment transmission either through the bank or prepared for printing locally for you to sign and send. Some clients request that we process payment on all submitted vendor bills as long as the pre-established budget is not exceeded. Others want to review the unpaid bills report and cash position and select which bill they want us to pay. Still others wish to fully manage all vendor bills related to their client work and have us handle only the overhead bills. At Complete Controller we can customize an AP Management procedure that meets your needs and comfort level. We will help you to streamline the bill payment process, keep a strict audit trail so we can determine who paid what and when, and manage your vendor inquiries. We are proud to report that we have acquired new clients that were vendors of existing clients simply because they like the way AP was being managed under our care. They reported that the communication and timeliness related to the management of their bills to that client were drastically improved when we came on board. Such a compliment is an undeniable evidence of Complete Controller’s dedication to improving our client’s accounting processes and, as a result, their reputation with their vendors!

  Billing Services

  • Many small business owners are busy with operations and leave their billing as something to be done later. Unfortunately, this can lead to cash flow problems which affect the growth and stability of your business. We structure and manage the timely billing of time or services so you have more predictable cash flow and free time.
  • Attorneys, consultants, landlords, maintenance plan providers such as pool and landscape services, and fee for service providers are our most popular billing services subscribers.
  • If your invoicing is best serviced in-house? The Complete Controller team can provide training so your invoicing is handled properly ensuring your financial reports are accurate.

Many small business owners are busy with operations and leave their billing as something to be done later. Unfortunately, that leads to cash flow problems and can have a detrimental affect the growth and stability of your business. Instituting reliable and timely billing practices will help. We can structure and manage the timely billing of time or services so you have more predictable cash flow and free time. Whether we develop a more streamlined way for you to gather and record billable hours and costs, or we prepare the invoices for you to review, we can help you increase process efficiency and accuracy. Attorneys, consultants, landlords, maintenance plan providers such as pool and landscape services, and fee for service providers are our most popular billing services subscribers. For those whose invoicing is best serviced in-house, rely on your Complete Controller team to provide training so you can rest assured that the invoicing is handled properly so that your financial reports are accurate. This is the area where most business owners have trouble – they want to understand how to cost their jobs, measure progress against the contract and against the job budget, or determine their true margins, but all of these analysis are only made possible by reliable and accurate data collection from operations and perfect bookkeeping. That is where we shine!

  Budgets & Forecasting

  • Your Complete Controller team can provide guidance so you build a reasonable projection of future earnings and spending. We help you learn the standard for your industry and develop a budget that makes sense.
  • At Complete Controller, we are here to help you understand your finances and plan for the future.

These important tools for success are critical to measuring performance and detecting weaknesses in the financial health of your business or household. Based on your individual needs, your Complete Controller team can provide guidance so you build a reasonable projection of future earnings and spending. We help you learn the standard for your industry and develop a budget that makes sense. Then we enter the budget into your books so we can provide you with Budget vs. Actual reporting each period. Closely monitoring the areas where you experience variances will reveal areas of concern. Many times people think they know how much they spend or earn but when they look at the numbers on paper they find that they were mistaken. For example, household income should be reduced by the accrued taxes that will be owed on that income – if not, those taxes will be a surprise at the end of the year. Business owners most frequently under estimate the costs associated with slow collections and borrowing – if those are not factored into a budget, your actual performance and cash flow will be grossly impacted and you could find yourself unable to pay your bills even though you are technically ‘making money’. At Complete Controller, we are here to help you understand your finances and plan for the future.

  Performance Based Reporting

  • Smart decisions are made by business owners and households that watch their trends and make decisions based on accurate data. Your Complete Controller team can prepare custom financial reports that are available on demand and packaged neatly for distribution each period.
  • We have extensive experience in wide range of industries and know how to capture financial performance information that is unique and important to your specific industry.

Smart decisions are made by business owners and households that watch their trends and make decisions based on accurate data. Your Complete Controller team can prepare custom financial reports that are available on demand and packaged neatly for distribution each period. Every business or household has differing needs, profit and cost centers, key performance indicators, and/or critical ratios that they want to monitor closely. Restaurant clients like to see their profit & loss statements on a daily basis with food costs and labor costs calculated as a percentage of revenue. Labor costs are hard to capture on a daily basis – at Complete Controller, we know how to do this so our clients experience up to date job costing that they can rely upon. Real estate investors like to see all of the costs associated with the acquisition and rehab of each of their properties. At Complete Controller, we know when to carry this on the balance sheet and when it moves to the profit and loss so your Tax Accountant receives accurate information at year end. Households often have hobbies that flourish into small businesses which need their own performance reporting. We can create separate financial statements for the business and the household and teach you simple ways to keep the income and costs separate so you aren’t missing out on important tax deductions.

  Document Management & Record Keeping

  • CAS-I is accessible only to your Complete Controller accounting team and any users that you have provided with access to the desktop.

The future of business is paperless and accessible on demand. Complete Controller provides each of our client entities with a paperless Filing Cabinet that is arranged just like those you would find in any office accounting department. The Filing Cabinet is filled with important documents that are necessary to your accounting functions including corporate documents, insurance policies, vendor W9s, tax and audit records, payroll records, bank statements, POS reports, vendor bills, and financial reports to name a few. Most of these records are obtained by your Complete Controller team, as they service your accounting each period, and some will come directly from you or your vendors as best suits your record keeping goals. Your tax and audit accountants will be thrilled by the ability to access source documents easily and all in one place on your accounting desktop. CAS-I is accessible only to your Complete Controller accounting team and any users that you have provided with access to the desktop. It is our goal to keep your audit ready data and support records safe so you can access them securely from anywhere at anytime on-demand.

  Data Redundancy & Encryption

  • In any business environment redundancy and security are crucial. We protect your virtual accounting department with state of the art technological solutions that are built to withstand malicious acts and natural disasters.

In any business environment redundancy and security are crucial. We protect your virtual accounting department with state of the art technological solutions that are built to withstand malicious acts and natural disasters.

  24/7 Secure Access

  • Not only do we provide our clients with an experienced and highly trained Bookkeeper + Controller team, we also provide a full accounting department environment replete with QuickBooks™️ and Filing Cabinet where all of the work can be performed. This secure platform always boasts the latest version of QuickBooks™️ online.
  • We ensure 24/7 web access using multifactor authentication and state of the art customer identity management. Complete Controller couples the convenience of anywhere/anytime access with the latest security technology so your company stays connected and safe as it grows.

Not only do we provide our clients with an experienced and highly trained Bookkeeper + Controller team, we also provide a full accounting department environment replete with QuickBooks™️ and Filing Cabinet where all of the work can be performed. This hosted environment always boasts the latest version of QuickBooks™️, upgraded every year at no additional cost to our clients. We ensure 24/7 access through a triple gateway for maximum security and we maintain the technology so you don’t have to. Complete Controller couples the convenience of anywhere/anytime access with the latest security technology so your company stays connected and safe as it grows.

  Dedicated U.S. Bookkeepers + Controllers

  • Our degreed accountants have several years of experience working under the supervision of a CPA or CFO and are extensively trained in QuickBooks™️ software as well as Complete Controller’s processes.
  • We do not source our accountants from outside of the US to handle your sensitive work.
  • Although team shifts within Complete Controller are rare, there are cases when a shift may be necessary or appropriate. Should you desire or otherwise experience a change in Bookkeeper or Controller, rest assured that our other Bookkeepers and Controllers follow the same protocol, provide excellent customer service, and will strive to minimize any time investment necessary by you during the shift.
  • We want to make changes in accounting personnel much smoother than they would be if you were to replace such an important position internally. One of the greatest advantages to having an accounting team is that you will never loose everyone who knows your account and your needs.

Our degreed accountants have several years of experience working under the supervision of a CPA or CFO and are extensively trained in QuickBooks™️ software as well as Complete Controller’s processes. We do not source our accountants from outside of the US to handle your sensitive work. It is our goal to provide an experience of continuity to our clients. The onboarding phase is always handled by your Controller and then your Bookkeeper is introduced – as a team they will serve you for the life of your contract. Although team shifts within Complete Controller are rare, there are cases when a shift may be necessary or appropriate. Should you desire or otherwise experience a change in Bookkeeper or Controller, rest assured that our other Bookkeepers and Controllers follow the same protocol, provide excellent customer service, and will strive to minimize any time investment necessary by you during the shift. We want to make changes in accounting personnel much smoother than they would be if you were to replace such an important position internally. One of the greatest advantages to having an accounting team is that you will never loose everyone who knows your account and your needs.

  Web Meetings

  • One of the staple tools to our success as a virtual accounting services is the use of web-meetings to enhance communications with our clients, their teams, and tax accountants.
  • Web meetings allow us to work with clients successfully regardless of conditions such as their office environment, location, disparate team members, etc.
  • We always perform training via web meeting and will often record the session so our client trainees can reference it later.

As 21st century technology evolves clients become more comfortable with the idea of vitalizing the accounting department. They understand that this shift can make heretofore unaffordable services fit into their budget while also affording them more exposure to a variety of experience for knowledge sharing. One of the staple tools to our success as a virtual accounting services is the use of web-meetings to enhance communications with our clients, their teams, and tax accountants. Through web meeting we use screen share technology to review the books and records, make real-time adjustments and analyze differing scenarios in collaboration with others. Clients of Complete Controller can ask for any meetings to be hosted as web meetings and we take care of the facilitation. This helpful tool allows us to work with clients successfully regardless of conditions such as their office environment, location, disparate team members, etc. We always perform training via web meeting and will often record the session so our client trainees can reference it later. Web meetings are just one more way we simplify the collaboration process and make our service efficient and effective.

Our Client Portfolio

  Small Business          Non-Profit Organizations          Family Trusts          Family Office          Households       

 
Listed below are industries in which we have substantial market share. If you don’t see yours here, just ask.
 
Hover over your industry below to see its percentage of our portfolio.

1%
12%
7%
2%
3%
3%
2%
2%
4%
16%
15%
6%
10%
8%
6%
1%
2%
Agriculture
Auto Repair & Maintenance
Construction & Artisans
Consumer Services
Household
Manufacturing
Mortgage & Finance
Non-Profit
Printing & Marketing
Production & Entertainment
Professional Services
Property Mgmt & RE Invest
Restaurant
Retail & eCommerce
Specialty Industries
Moving & Storage
Trucking & Logistics
Trusts & Holding Co.

FAQ's

Some common questions and answers about our services.
 
What is included in the Set-up?

Setup and support for your secure Complete Controller bookkeeping desktop including unlimited document storage, analytics reporting dashboard, AP Management software (accrual basis plans only), phone APP access, and proper setup of the QuickBooks™️ program with integrated applications and financial sources. Gathering of critical source documents, verification of the balance sheet to past year’s tax returns, establishment of communication between vital team members including your Tax Accountant, and calendaring of important financial dates specific to your business. Meetings and briefings as necessary to fully understand the nature of your accounting, including recommendations for best practices, streamlining systems and processes, establishing needed peripheral services, designing a fully integrated tech stack, and advice on what reports will best guide progress toward your financial goals.

 
Will I be able to transfer my current records to Complete Controller?

Yes. If your books are currently kept in QuickBooks™ we will import and convert your existing data file as needed for a seamless transition. If you are using any other accounting program, or none at all, we will start your books with the trial balance from your prior fiscal year.

 
Who do I call with questions?

Complete Controller assigns a dedicated bookkeeper to each client so you will work with the same highly qualified bookkeeper on a day to day basis. We also provide complete technical support services and monthly controller review. Our entire team is available to serve your needs.

 
On how many computers can I load Complete Controller?

You can load Complete Controller on any computer you want to have access to your books and financial documents. Our program provides you with a secure channel to our server where we perform our work so you can login to your accounting desktop at anytime and see how your books are progressing. Many of our clients choose to allow their CPA, partners or assistants desktop access to ease the transfer of information between team members.

 
Can I decide how much control I have over my day to day financial management?

Complete Controller allows you to choose how involved you want to be in your daily financial management. Our bill payment service promotes healthy cash flow practices by grouping your payables into bi-monthly or weekly batches. You can choose to have us pay without prompting or to include you in the final approval process.

 
How do I send my financial information to my tax preparer, banker or investors?

Your Complete Controller accounting desktop can be made accessible to anyone you designate. Using tiered permissions we can control who accesses the desktop and what actions they are able to perform.

 
How do I send stuff to Complete Controller?

Every client is different and we provide several options for sending us your records. You can use a scanning APP on your phone when you are on the go, and you can scan and email your docs to your dedicated Complete Controller team or simply drag and drop them onto your accounting desktop.

 
How easy is it to cancel service?

Although we will always strive to meet your accounting needs, you may decide to cancel service at some point. Cancellation is easy, simply send us a request and we will wrap up your service within the term that is dictated on your Service Agreement. We are a host and service provider but your bookkeeping data and paperless records belong to you. Upon cancellation, we return all of those items to you via FTP so you can restore or store them for safekeeping on your end.

 
What if I don’t like my accounting team – can I change?

We are known for our exemplary customer service but we understand that sometimes change is best. At Complete Controller it is easy and free to move away from your current team to a new one. If you just aren’t excited about your Bookkeeper, but love working with your Controller, we can simply move you to a new Bookkeeper within that same pod. If you want an entirely fresh start, we have many fabulous Controllers with skilled Bookkeepers in their pod that we can try.