Our Specialized Service Packages

Once we have had a chance to talk about your current financial situation and discussed your business goals, as well as concerns, we can then determine what level of service best fits your company. To set up a call, click here.

With every package listed below, Controller-onDemand clients have the peace-of-mind that experts in QuickBooks Desktop and Quickbooks Online (Certified Pro Advisors) are working on their books.

CFO onDemand – Full-Service Package:

You are assigned a dedicated degreed accounting professional and a CFO who works remotely as your company’s personal accounting department.  Your accounting team works on your business weekly and ensures the entries being done properly and all facets of accounting are being handled efficiently and professionally.  You also have monthly meetings with your dedicated CFO to discuss the Profit and Loss statement, Balance Sheet, Cash Flow, Expenses, Sales Goals and Tax projections.

My CFO – Advisory Package:

You are assigned a dedicated CFO who works remotely as your company’s personal financial advisor. Your CFO will meet with you monthly to review and discuss your company’s financials with you. This option is great for business who currently has someone doing the bookkeeping or they are doing it themselves in QuickBooks and would like a professional to review their information with them monthly.

QuickBooks Onboarding Package:

If you’re just starting your business and need your QuickBooks set-up, need some clean-up in your QuickBooks or want to convert from QuickBooks Desktop to QuickBooks Online we can handle all of that. With over 20 years’ experience in QuickBooks, we’ve seen it all and are experts at getting your QuickBooks in tip-top shape. Then at the end of the process, we will even give you some training if needed to help you move forward on your own.

Options Include:

  • New QuickBooks Set-up (Online or Desktop)
  • Converting from another software to QuickBooks
  • Cleaning up a messy QuickBooks file
  • Converting from QuickBooks Desktop to QuickBooks Online

QuickBooks Training Package:

If you need onsite 1:1 QuickBooks Desktop or QuickBooks Online training for yourself or one of your staff members, look no further.   We are QuickBooks ProAdvisor’s with 20 years’ experience in QuickBooks we can help you feel comfortable in the software.

Options Include:

  • Full-day on-site
  • Half-day on site
  • Remote training

Contact us or schedule an appointment to discuss your needs and if Controller onDemand is the right fit for your business. For more information on Controller onDemand, check out our Company LinkedIn page.