Controller Premium
Comprehensive controller support with executive-level reporting, KPI dashboards, trend analysis, and direct guidance for your internal bookkeeping team.
What This Is
Controller Premium builds on foundational oversight by adding the analytical depth and reporting sophistication that growing businesses require. Your bookkeeper handles day-to-day transactions. This service turns that transaction data into dashboards, trend analysis, variance commentary, and reports that actually inform decisions.
Beyond the numbers, this includes direct mentorship for your internal bookkeeping staff. Process improvements, best practices, guidance when they hit something unfamiliar. Your team gets better at their job because someone experienced is paying attention to how they work and helping them improve.
The Analysis Work
The Analysis Work
Monthly review of AR and AP aging to catch collection issues and payment timing problems. KPI dashboard showing the metrics that matter for your specific business. Trend analysis tracking performance over time. Variance commentary explaining why this month looks different from last month or from what you expected.
The Deliverables
The Deliverables
Organized controller workpapers documenting every adjustment and review. Month-end close notes so nothing falls through the cracks. A monthly review meeting up to 60 minutes to walk through findings and discuss what the numbers mean for your business. Year-end preparation so tax time runs smoothly.
Why This Matters
Your bookkeeper records what happened. Revenue came in, expenses went out, accounts got reconciled. That’s necessary work, but it doesn’t tell you whether your margins are eroding, which customers are slow to pay, or why overhead jumped 12% compared to the same quarter last year. Without analysis, you have accurate history but no insight.
The other gap is reporting. When your bank asks for financial projections or a potential partner wants to see your numbers, most businesses scramble. They pull together something that looks acceptable but doesn’t reflect the full picture. Executive-level reporting means having documents ready that can withstand scrutiny from people who read financials professionally.
The Information Gap
The Information Gap
Your P&L shows gross profit of $180,000 this quarter. Is that good? It depends on what it was last quarter, what you budgeted, and what changed in your cost structure. Without someone connecting those dots, the number just sits there without context.
The Staff Reality
The Staff Reality
Most bookkeepers work in isolation. They figure things out as they go, develop their own habits, and have no one to ask when something unusual comes up. Without guidance, small process issues compound into larger problems that only surface during audits or year-end close.
What Changes
Financial data becomes financial intelligence. You see KPIs that track what actually matters for your business, updated monthly with trend lines showing direction over time. When something shifts, the variance commentary explains why. You stop wondering what the numbers mean and start knowing.
Your bookkeeping team improves. Someone reviews their work, suggests better approaches, and answers questions before small issues become problems. Month-end close becomes documented and repeatable instead of a process that lives only in your bookkeeper’s head. When they take vacation or move on, continuity remains intact.
Decision-Ready Reports
Decision-Ready Reports
Board meetings, bank conversations, partnership discussions. You walk in with dashboards and analysis that demonstrate financial competence. The numbers tell a clear story because someone with controller experience shaped how they’re presented.
A Stronger Team
A Stronger Team
Your bookkeeper gains a resource they’ve never had. Someone who reviews their work constructively, answers questions about proper handling, and helps them develop professionally. The quality of your internal accounting improves because the person doing the work is getting better at it.
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Let's Talk About Your Business
Tell us about your business and your goals. We'll discuss how Jargo can support your financial operations and growth.