Controller
Books, close, reporting — tight as a drum
The Controller owns the book-keeping rigor — categorization, reconciliation, monthly close, and reporting accuracy. She's the system that keeps the financial system clean.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Daily: transaction categorization and reconciliation. Weekly: account review. Monthly: close process, financial package prep.
- ·Transaction categorization
- ·Account reconciliation
- ·Monthly close
- ·Financial reporting
- ●Days to close
- ●Reconciliation accuracy
- · Any business with >$500K revenue
- · Multi-entity operators
Bookkeeper
Categorizes, reconciles and keeps the books current — a person locks each period
Billing Specialist
Accurate invoices out on time, disputes logged and routed
Collections Specialist
Polite, lawful payment reminders on overdue business invoices
Expense & T&E Auditor
Checks every expense report against policy before a person approves it
Technical Accountant (ASC 606/842)
Drafts revenue and lease accounting memos for your controller and auditors
Cost & Inventory Accountant
Product costs, inventory valuation and variances, prepared for review
SEC Reporting Analyst
Drafts 10-Q, 10-K and disclosure tie-outs for the officers who certify
Audit Readiness (PBC) Coordinator
Tracks every auditor request and gets the support in on time