Your Monthly Close, Handled – On Time, Every Month
Controller-level monthly financial operations for owner-led service businesses — a disciplined close, clean reporting, and cash visibility you can actually run the business on, delivered on a fixed date every month. Serving NY, NJ, CT & FL.
Who this is for
Owner-led service businesses that have outgrown “check it once a quarter.” You have real revenue and expenses moving through the books, and you need financials you can run the business on — for cash decisions, hiring, pricing, or a lender who’s asking.
What’s included
- A disciplined monthly close, delivered on a fixed date each month
- Full reconciliation of bank, credit card, and loan accounts
- Correction of miscategorized or missing transactions
- A clean monthly package: P&L, balance sheet, and cash position
- A short written summary of what changed and what to watch, in plain language
How it works
- Diagnostic Review — we look at your books to see where the risk is.
- Stabilize — if there’s a backlog, I fix and structure the books first.
- Ongoing monthly close — I run the close on a fixed cadence, controller-reviewed, no chasing.
What clients say
“Professional, attention to detail, and deep understanding of financial management are the key aspects of this business.” — Luis Sierra
“Excellent service and very professional.” — Nancy Diaz