Virtual Controller Services

Every business deserves a financial partner who understands the numbers and knows what to do with them. Our Virtual Controller Service delivers the accounting infrastructure, financial reporting, and strategic guidance your business needs to operate with clarity and confidence, from clean books and cash flow visibility to payroll management and executive-level financial leadership. One relationship. Full capability.

We prepare and review your monthly, quarterly, and annual financial statements, income statement, balance sheet, and cash flow, on a cash or accrual basis in accordance with GAAP. Where you have internal accounting staff, we direct and quality-control their work so your financials are always accurate, timely, and decision-ready.

❋  Financial Reporting & Analysis 📊

Our firm has outgrown basic bookkeeping; what you need now is financial leadership. We serve as your outsourced Controller and CFO, delivering budget-to-actual analysis, cash flow forecasting, and KPI frameworks that connect your numbers to your next move. We don't just report what happened, we help determine what happens next.

❋ Strategic Financial Advisory 🧠

At your scale, payroll is more than processing — it's a strategic function touching partner compensation, bonus structures, benefits administration, and multi-state compliance. We manage your full payroll operation including executive compensation reconciliation, equity-based compensation tracking, multi-jurisdiction tax compliance, and year-end W-2 and 1099 coordination — fully integrated with your general ledger

We coordinate and prepare for external audits and regulatory examinations, liaising with auditors, preparing supporting schedules, and managing the process so firm leadership can stay focused on practicing law

❋ Audit Coordination 🔎
❋  Payroll Administration 💵

Tax strategy at your revenue level requires more than filing compliance: it requires proactive planning that minimizes exposure and aligns with your growth trajectory. Working alongside your tax counsel, we coordinate multi-entity structures, partner compensation modeling, deferred income strategies, and year-end planning to ensure your tax position is optimized before the return is ever filed.

*Ask about TCP services as a VCS add-on

❋ Tax Compliance & Planning (TCP) 🪙

We work alongside your existing tax counsel to keep your books tax-ready year-round — responding to information requests, maintaining supporting schedules, and ensuring your financial records facilitate efficient preparation and filing when the time comes.

*Included with standard monthly VCS services

❋ Tax Coordination 🚦