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Controller and Bookkeeping Services

Get accurate, timely books with the help of our accounting experts.

Our Services and Packages

We offer fixed-fee bookkeeping services packages that scale with your business and that allow you to outsource your accounting department or support your in-house staff.

Bookkeeping Package
Accurate Cash-based Books

  1. Weekly Transaction Coding (up to 3 Bank/Credit Card Accounts)
  2. Post Payroll
  3. Monthly Reconciliations
  4. Quarterly Emailed Financial Report Package
  5. Quarterly Review Meeting via Zoom, led by VGP CFO
    a. Year Over Year Comparison
    b. Balance Sheet Review
    c. Profit and Loss Review
    d. Cash Flow Usage
  6. Year End Package for CPA
  7. W9 Request/1099 Prep
  8. Client Ongoing Support
    a. 48-hour Response Time
    b. Dedicate POC at firm
    c. No After-Hours
*For this package, the books are prepared on a cash basis, and not on an accrual basis.

$2,250

Pricing per month (month 1 is double the monthly rate, to account for onboarding)

Accountant Package
Managing Your Payables and Cash Flow

  1. Weekly Transaction Coding (up to 5 Bank/Credit Card Accounts)
  2. Post Payroll
  3. Monthly Reconciliations
  4. Payables Management
  5. Monthly Emailed Financial Report Package by the 20th of the following month
  6. Monthly Review Meeting via Zoom, led by VGP CFO:
    a. Year Over Year Comparison
    b. Balance Sheet Review
    c. Profit and Loss Reveiw
    d. Cash Flow Usage
  7. Quarterly Payroll Reconciliations
  8. Year End Package for CPA with a 1-hour meeting with Tax Preparer
  9. W9 Request/1099 Prep
  10. Client Ongoing Support
    a. 24-hour Response Time
    b. Dedicate POC at firm
    c. No After-Hours

$3,750

Pricing per month (month 1 is double the monthly rate, to account for onboarding)

Controller Package
Accounting Dept. with Weekly Cash Flow

  1. Daily Transaction Coding (Unlimited Accounts)
  2. Post Payroll
  3. Weekly or Monthly Reconciliations
  4. Receivables Management
  5. Payables Management
  6. Monthly Cash Flow Management Meetings, led by VGP CFO
  7. Monthly Emailed Financial Report Package by the 15th of the following month
  8. Monthly Review Meeting via Zoom, led by VGP CFO:
    a. Year Over Year Comparison
    b. Balance Sheet Review
    c. Profit and Loss Review
    d. Cash Flow Usage
  9. Quarterly Payroll Reconciliations
  10. Tax Prep Package for CPA, with up to 8 hours of meeting time with Tax Preparer
  11. W9 Request/1099 Prep
  12. Workflow Development
  13. Document Procedures in Writing
  14. Client Ongoing Support
    a. 4-hour Response Time
    b. Dedicate POC at firm
    c. No After-Hours

$5,950

Pricing per month (month 1 is double the monthly rate, to account for onboarding)

What Our Clients Are Saying About Our Services

I’ve worked with Paul Ryan for over eight years. With Paul’s leadership working with me as president of a national organization, I was able to turn around our finances. We were heading into a financial cliff and his sound expertise, practical scenarios and knowledge of our business model helped us steer the organization into a strong financial position. With many financial staff and consultants, I don’t know if I am getting the truth, accurate numbers or truly good advice, but with Paul I never have to question that. He brings it all to the table. He’s able to stay high-level and strategic while paying attention to the details. He sees things clearly and has experience with a lot of different types of business and organizations. He’s so easy to work with. Such an amiable and collaborative professional who brings clarity and integrity to every decision.

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Kelly Bates
President, Interaction Institute for Social Change

Mario Wanderley immediately impressed me with his integrity, passion for execution and careful strategic thinking. He has a wide range of core competencies spanning a number of industries and geographies. He has a unique and rare combination of capabilities as an investment banker, financial executive, and as senior management with hands-on operations experience.

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Dr. Anita Goel
Chairman and CEO of Nanobiosym

At Bento Technologies, Jeff Martin served as an interim CFO, overseeing a transition from an old finance/accounting team to a new one. In the process, Jeff ensured smooth operations, made significant refinements to his department, and helped to close an important debt refinancing. Jeff’s first-rate work set the stage for a successful company sale.

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Guido Schulz
Former CEO, Bento Technologies

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