From recording the past to planning what’s next.
Budgeting, forecasting and strategic planning support for businesses that have outgrown basic bookkeeping but don’t need a full-time controller yet.
Bookkeeping tells you what happened. A controller helps you decide what happens next: how much you can spend, when you’ll need financing and which parts of the business are pulling their weight.
Our partners have run finance functions at Indian conglomerates and a US multinational. We bring that discipline to budgeting, forecasting and planning for growing businesses.
Works in QuickBooks Online, Xero and Zoho Books.
What’s included
- Budgeting
- Forecasting
- Strategic planning
- Budget-to-actual comparisons
- Cash flow projections
- Review of results against the plan
How controller support works with us.
Work you hand off at the end of your day is handled during ours, reviewed, and ready when your office opens.
Understand
We learn your plans, cost structure and the decisions ahead.
Build
A budget and forecast are built from your actual numbers.
Track
Results are compared with the plan every period.
Advise
We walk through what moved and what it means for your plans.
Who it’s for.
More capacity for client work.
Hand us controller support for your clients. We work in their files, follow your review process and stay behind the scenes, so your team can focus on review and advisory work.
One less thing on your desk.
Get controller support done by Chartered Accountants at offshore cost, with a named team that knows your business and multi-level review on every deliverable.
Controller support: common questions.
Something else? Ask us directly.
How is this different from bookkeeping?
Bookkeeping records and reconciles what has happened. Controller support looks forward: budgets, forecasts and planning, built on top of accurate books.
Who does the work?
The engagement is led by our partners, whose backgrounds include finance roles at Tega Industries, Nuvoco Vistas and Quaker Houghton, a US multinational.
Do we need to use your bookkeeping too?
It helps, because forecasts are only as good as the books behind them, but it isn’t required. We’ll review your existing books first.
Let’s meet each other.
Tell us how your books are kept today and where the work piles up. In a free consultation we’ll walk through what we’d take off your desk, how the handoff would work and what it would cost.
+91 99036 74496