Answers to the questions small business owners ask us most. Don’t see yours? Book a free discovery call and ask us directly.
Basic monthly bookkeeping starts at $500 a month. Your price depends on how many accounts you have, your transaction volume, and whether you need payroll or sales tax. If your books are behind, catch-up work is quoted separately so your monthly fee stays predictable. We give you an exact quote after a short discovery call.
Yes, business and personal. We prepare your business tax return and your personal return, so everything stays with one team that already knows your books, with no back and forth between a bookkeeper and a separate tax preparer. Our team includes Enrolled Agents, federally licensed by the IRS, who can represent you before the IRS if a notice or audit ever comes up.
Yes. Most new clients come to us with books that are behind or messy. We start with a catch-up and cleanup and usually have you current within your first 60 to 90 days. After that you get monthly financial statements by the 20th of each month.
Yes. We run provider commissions correctly through payroll, give you a P&L for each location, and record your lasers and equipment properly. Your books stay ready for the day a buyer, lender, or investor asks for your numbers.
Yes. We track your vendors and subcontractors all year so 1099s are ready in January, set up job costing so you can see which jobs actually made money, and train whoever runs your office on the simple reports that matter. Your paperwork comes off your plate.
Yes. We can run your payroll, file your payroll taxes, and prepare W-2s and 1099s at year end, so your payroll and your books always match. For med spas, that includes provider commissions. Payroll can be added to your monthly plan.
We provide high-touch, monthly accounting support for small business owners, on a cash or accrual basis, through services including:
Our service packages are structured around your revenue level and operational
complexity, with additional options for custom support.
We follow a structured timeline every month:
If we’re missing anything (like bank statements), we’ll still provide a summary and list what we need.
You’ll receive a notification from Financial Cents when your reports are uploaded. These reports are never sent by email to protect your financial privacy. You’ll receive:
If bank statements or other key documents aren’t received by the 20th:
We’ll continue the bookkeeping and services on our end but only issue reports once everything is received.
We use Financial Cents as our main communication platform. You can:
For detailed walkthroughs, we’re happy to hop on a call or send a quick Loom video. Client calls are recorded and documented for quality, compliance, and record-keeping.
Yes. Monthly or quarterly check-ins are built into your plan. You can always schedule a call to:
Yes! These services are available as add-ons or included in our Controllership Plan.
While we provide ongoing financial clarity and support, we do not handle administrative compliance tasks such as annual report renewals with the Secretary of State. These filings are legal in nature and vary widely by state and business type. We recommend working with your business attorney, registered agent service, or using platforms like LegalZoom, or your state’s official website to complete these renewals on time.
An accountant helps you:
You don’t need to be a financial expert—but having one on your team changes everything.
Outsourced accounting with Controller Works gives you:
Hiring in-house can be expensive, harder to manage, and limited by one person’s knowledge.
Look for a team that:
Controller Works was built to do all of the above.
| Profit & Loss (P&L) | Balance Sheet |
|---|---|
| Shows income & expenses over a period of time | Snapshot of what you own and owe at a moment in time |
| Helps answer: Are we profitable? | Helps answer: How strong is our financial position? |
| Includes sales, costs, operating expenses | Includes cash, assets, liabilities, and equity |
We send both every month and walk you through the key takeaways.
It’s a holding account in QBO for money received but not yet deposited into your bank. Think of it as a temporary drawer for checks or customer payments. It must be cleared monthly to avoid duplicate income or errors in reporting.
A W-9 gives us the legal info (name, tax ID) needed to issue a 1099 if required.
Without it:
Always request it before the first payment is made and share it promptly with our team using the FC portal.
Uncleared checks or deposits that linger in your books:
Cleaning them up monthly keeps your records clean and accurate.
After your first quarter, we’ll review your experience, answer questions, and make any needed adjustments to the process.
✔ Timely upload of bank statements (if only access is not provided)
✔ Access to systems and logins
✔ Quick responses to categorization questions
✔ Commitment to using Financial Cents (we do not email sensitive info)
At Controller Works, we’re not just here to “do your books.” We’re here to give youclarity, consistency, and confidence—so you can focus on running your business with peace of mind.
Here’s what sets us apart:
We guarantee a response to your messages or questions within24 business hours —every time. Whether it’s via email or through our secure Financial Cents portal, your concerns are never ignored or left in limbo. We value clear communication just as much as clean books. communication just as much as clean books.
| Profit & Loss (P&L) | Balance Sheet |
|---|---|
| Shows income & expenses over a period of time | Snapshot of what you own and owe at a moment in time |
| Helps answer: Are we profitable? | Helps answer: How strong is our financial position? |
| Includes sales, costs, operating expenses | Includes cash, assets, liabilities, and equity |
We send both every month and walk you through the key takeaways.
It’s a holding account in QBO for money received but not yet deposited into your bank. Think of it as a temporary drawer for checks or customer payments. It must be cleared monthly to avoid duplicate income or errors in reporting.