A company at $600K and a company at $12M both need their books to be right. Almost nothing else about the two jobs is the same. Find the row that sounds like you.
Each stage below has what usually breaks at that size, what we run, and roughly what it costs. Every price links to the estimator with your size already filled in.
You are keeping the books yourself, or a part-time bookkeeper is. The chart of accounts is whatever QuickBooks suggested on setup. Nothing is wrong yet, and that is exactly why this is the cheapest stage at which to get it right.
The books are handled. You have a bookkeeper, probably a CPA, and the reports arrive. What you do not have is anyone whose job is to read them and tell you what to do next, so that part is still yours, usually at night. This is the most common place we are brought in. How we work alongside your accountant →
More people touch money, there may be more than one entity, and you are probably filing in more states than you meant to. A board, a lender or an acquirer is asking questions on their schedule rather than yours.
You either have a finance function or you are about to need one. An audit, a raise, an acquisition or an exit is close enough that the quality of your records stops being an internal matter and becomes somebody else's diligence.
Two other routes to the same answer, neither of which needs you to know what a controller does.
We will tell you what the next stage asks for and what it would cost. We reply the same day, or by the next business day.