BOOKKEEPING SERVICES
Your books, finally
accurate.
Monthly bookkeeping, reconciliation, and financial reporting — handled by experts so you
never fall behind.
QuickBooks Pro Advisor
Platform Certified
Xero Certified
Platform Partner
500+
Business Clients
5-Day Close
Monthly Average
Professional bookkeeping for growing businesses.
We handle every aspect of your monthly close — bank reconciliation, chart of accounts
maintenance, and P&L and balance sheet preparation. Clean, accurate books delivered
by the 5th of every month, so you always know where your business stands.
WHO IT'S FOR
Early-stage startups, growing SMBs, and businesses that have outgrown DIY bookkeeping.
Ideal for companies with $500K–$10M in revenue who need reliable, professional financial
reporting.
What you get with Control
Monthly Close in 5 Days
Reconciled books delivered by the 5th of every month — clean data when you need it
most.
Real-Time Dashboard
Always-on visibility into your cash position, expenses, and runway with no month-end
surprises.
Tax-Ready Year-Round
Your books are structured for fast, clean tax filing — no year-end scrambles, no
missed deductions.
THE PROCESS
Four steps to
financial clarity.
01
Connect Your Accounts
We securely link your bank, credit cards, and accounting software in under 24 hours.
02
We Reconcile & Categorize
Every transaction categorized and every account reconciled to the penny by our team.
03
Monthly Report Delivered
Clean P&L, balance sheet, and cash flow statement in your inbox by the 5th.
04
Ongoing Advisory Support
Monthly check-in call to review your numbers and answer financial questions.
500+
Business Clients Served
5 Days
Average Monthly Close
99.2%
Accuracy Rate
What our clients say
★★★★★
"Control CFO transformed our finances. We used to spend weeks chasing our books at
year-end. Now they're ready by the 5th — every single month. It's like having a
finance department without the overhead."
Sarah K.
Founder, Bright Thread Co.
★★★★★
"I can't believe I waited this long to get professional bookkeeping. We've saved 8
hours a month just on reconciliation, and our tax filing last year took days instead
of weeks."
Marcus R.
CEO, Stackable Labs
Get clean books starting this month.
Join 500+ businesses that trust Control CFO with their financial foundation.