COMPTROLLER-LEVEL ADVISORY

For businesses that have outgrown basic bookkeeping.

Multi-entity accounting, worker classification, and intercompany cleanup — the kind of judgment that comes from two decades managing both the accounting and the operations side of a firm, not just the software.

What's included

The work that starts once you're more than one entity, one payroll, or one revenue stream.

Multi-entity accounting

Books kept clean across every LLC you own, with intercompany balances that actually reconcile at close.

Worker classification review

W-2 vs. 1099 decisions made correctly before a hire, not reclassified after an audit notice.

Intercompany transfer cleanup

Shareholder loans, cross-entity payments, and consolidated statements that eliminate balances properly.

Payroll & HR administration

ADP-level payroll setup and oversight, built on institutional practices from real estate, construction, and service businesses.

Cash flow forecasting

A forward view of the business, not just a rear-view mirror of last month.

Strategic financial guidance

The kind of judgment call a controller makes — not a bookkeeper waiting to be told what to do.

Who this is for

This is the right fit if most of the following are true

Pricing

Scoped to the number of entities and the complexity between them.

Growth

$2,500–$4,000 / month

Multi-entity businesses, worker classification, intercompany accounting

Get a quote for your business

Need a one-time classification review, cleanup, or a specific project instead of ongoing advisory? Project-based work is available at $75–$125/hr or a fixed project quote — ask directly.

Not sure if you're already exposed?

Free guides on the two things that trip up multi-entity owners most.

Should this new hire be a W-2 or a 1099?

Getting worker classification right the first time.

View the guide

Employee or contractor? How the IRS actually decides

The foundational three-part test, explained plainly.

View the guide

We just converted a 1099 to W-2. Now what?

Figuring out what you owe for last year, before anyone asks.

View the guide

Your VA passes the IRS test. Does it pass Rhode Island's?

Why RI and MA use a second, stricter test — and why healthcare practices are especially exposed.

View the guide

I moved $50K between my two LLCs — did I mess up my taxes? (also in Spanish)

The top 10 ways intercompany transfers go wrong, and the shareholder loan trap that catches nearly everyone.

View the guide
Think you're already exposed somewhere?

Tell us what's going on across your entities.

We'll tell you honestly what needs attention first — before a lender, a buyer, or the IRS finds it instead.