Outsourced controller services for sellers: numbers you can make decisions on.
Outsourced controller services put a senior reviewer over your month-end close, your balance sheet and the controls around your money, so when you decide on stock, hiring or credit, the numbers under the decision have been reviewed. You get a close you can sign off on, reconciliations for every balance sheet account, and monthly statements with written commentary, at $1,250 a month.
Written quote · scope agreed up front · no commitment
Balance sheet review: inventory, September
| Inventory, beginning of month | 52,300.00 |
|---|---|
| Purchases incl. freight & duty | 24,890.40 |
| Cost of goods sold | (23,190.40) |
| Inventory per ledger | 54,000.00 |
| Inventory per count | 54,000.00 ✓ |
| Difference | 0.00 · ✓ Reviewed |
Also reviewed Sep
- Payouts tied to bank: 56,029.25 ✓
- Sales tax collected: 1,412.35 ✓
- Accruals and prepaids ✓
- Close signed off ✓
Every balance proved before the month is closed
ILLUSTRATIVE CLOSE REVIEW — DEMO STORE, NOT A CLIENT
Your books now need an owner.
You have a bookkeeper or a small finance team, several channels and real inventory, and you want every close reviewed and signed off before you act on it.
Entered isn't the same as right.
A seller's balance sheet carries inventory, marketplace balances and sales tax. Each one needs proving every month.
Inventory has to tie to a count
Stock in your own warehouse, at a 3PL and in Amazon's network all has to tie to the ledger, every month.
Read the answer →Unit costs drive every margin
Freight, duty and prep belong in the cost of each unit. A controller checks they land there every month.
Read the answer →COGS needs a method you keep
The same cost method every month keeps gross margin comparable from one close to the next.
Read the answer →A close slips one month at a time
A reviewed checklist and a fixed close date keep the books current as volume grows.
Read the answer →Cash needs a forward view
Once the close is reliable, a 13-week forecast shows when the next inventory order can be paid for.
See cash-flow forecasting →What our outsourced controller services include.
Senior oversight of the close, the balance sheet and the controls around it, every month.
- Close checklist run and signed off MONTHLY
- Balance sheet reconciliations, every account MONTHLY
- Inventory and COGS review MONTHLY
- Financial statements with written commentary MONTHLY
- Controls review: approvals, access, payments QUARTERLY
- Year-end package for your tax preparer ANNUAL
Close reviewed and signed off by day 15 of the following month.
Profit & Loss — September
| Amazon sales | 38,420.00 |
|---|---|
| Shopify sales | 21,760.00 |
| eBay sales | 4,310.00 |
| Net sales | 64,490.00 |
| Cost of goods sold | (23,190.40) |
| Marketplace fees | (9,874.15) |
| Gross profit | 31,425.45 |
SAMPLE · ILLUSTRATIVE FIGURES · NOT A CLIENT
Controller services, one monthly price.
The monthly fee is set by channels, transaction volume and how many accounts your balance sheet carries. Every figure comes from our pricing page, and yours is confirmed in writing after your free books review, before you commit.
| Service | Billed | Price |
|---|---|---|
| Outsourced controller | /month | $1,250 |
| Fractional CFO | /month | $2,000 |
| Cash-flow & inventory planning | /month | $299 |
Catch-up bookkeeping
Behind on your books? We bring missing months current first, priced per month behind, then the controller close starts. See catch-up →
Four steps to books you can trust.
Free books review
You send the access invitations. We look at where your books stand.
Quote in writing
Your plan and price, before you commit to anything.
Catch-up
Missing months brought current and reconciled.
Monthly close
Books closed every month, reports in your inbox.
[[FILL]]
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E-commerce controller · [[FILL: credential, exactly as held]]. Your controller is named in your written quote. The same person reviews your close every month and signs it off before it reaches you.
We work in the tools you already use.
Your books stay in your own QuickBooks Online or Xero account.
WORKS WITH
Product names belong to their owners.
Your tax preparer gets clean books, every year.
A reviewed close all year means the year-end package is ready when December closes.
- Year-end P&L and balance sheet ✓
- Every balance sheet account reconciled ✓
- Inventory and COGS schedule ✓
Questions sellers ask before they hire a controller.
Is inventory a current asset or an expense?
Where stock belongs in your books, and why it moves your profit.
Read the answer → AnswerHow do I calculate cost of goods sold for an online store?
The formula, worked through for a seller.
Read the answer → AnswerWhat is landed cost, and how do I work it out for my products?
The full cost of getting one unit ready to sell.
Read the answer → AnswerI'm months behind on my books — what happens and what do I do first?
What a backlog costs, and how it gets cleared.
Read the answer →Behind on your books? See catch-up bookkeeping →Get a free books review →
Outsourced controller questions
What does an outsourced controller do for an online seller?
A controller owns the month-end close. They run a fixed close checklist, reconcile every balance sheet account, review inventory and COGS, check the controls around approvals and payments, and sign off the month's financial statements with written commentary.
How is a controller different from a bookkeeper?
Your bookkeeper records and reconciles the month's activity. Your controller reviews that work, proves the balances, sets the close process and is accountable for the finished numbers.
How much do outsourced controller services cost?
$1,250 a month, as shown on our pricing page. Your scope is confirmed in writing after your free books review.
Can you work alongside my in-house bookkeeper?
Yes. We review your bookkeeper's work each month, or we do the bookkeeping and the controller review together.
Who will be my controller?
Your controller is named in your written quote, and the same person reviews your close every month.
See where your books stand — free.
Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.
Get my free books review