G&L Controller Services – Pricing Packages
Whether your books are a mess, mostly handled, or you’re ready for deeper financial insight, we meet you where you are and help you move forward with confidence.
Foundation
For business owners who manage their own bookkeeping but want a professional to review, clean up, and keep things on track.
Starting at $550/month
Includes:
– Monthly QuickBooks review
– Cleanup of miscoded or uncategorized transactions
– Bank & credit card reconciliation checks
-Monthly financial statements (P&L + Balance Sheet)
-Quarterly check-in call
Perfect if you want peace of mind without handing everything off.
Growth
For businesses ready for consistent, hands-on bookkeeping support and better financial visibility.
Starting at $950/month
Includes everything in Foundation, plus:
– Monthly bookkeeping
– Accounts receivable & accounts payable oversight
– Monthly financial reporting with insights
– 1-2 check-in calls per month
Ideal for growing businesses that want accurate books and clear numbers every month.
Controller
For established businesses that need strategic financial support, not just bookkeeping.
Custom Pricing – Typically $2,500+/month
Includes everything in Growth, plus:
– Cash flow management and forecasting
– Budgeting & financial planning
– KPI tracking & performance reporting
– Multi-entity coordination (if applicable)
– Ongoing advisory support
Designed for business owners who want to make confident, data-driven decisions.
Add-On / Project Work
For one-time needs or special projects:
– QuickBooks Cleanup
– Month-End Process Design
Why Clients Love Our Packages
– Fixed, predictable monthly costs
– Senior-level financial expertise without a full-time hire
– Scalable services that grow with your business
– Accurate, timely financials you can trust
Year-End Financial Organizer
Stress-Free Tax Season Starts Here
Tax time doesn’t have to be chaotic. With G&L’s Year-End Financial Organizer Service, we package your entire year’s financials into a clean, CPA-ready bundle. No more missing receipts, last-minute reconciliations, or endless back-and-forth with your accountant.
What’s Included
– Account reconciliation review (bank, credit cards, loans, payroll)
– Cleanup of uncategorized or miscoded transactions
– Year-end financial statements (P&L, Balance Sheet, Trial Balance)
– A/R and A/P review for accuracy
– Supporting schedules (accruals, prepaids, etc.)
– A tax-ready package redy to be delivered directly to your CPA or tax preparer
Already on a monthly retainer? Add the Year-End Organizer for a discounted flat fee.
Why Clients Love It
– Save time & headaches: Accountants get everything they need in one package.
– Confidence: Your numbers are clean, accurate, and audit-ready.
– Peace of mind: You walk into tax season stress-free.
Make this tax season your easiest yet. Ask about adding the Year-End Financial Organizer today.
