AccountantBookkeeperEnrolled AgentFractional Controller

    Smallbiz Controller

    Accountant

    Bookkeepers record the past. We help you run the business forward, cash flow, margins, tax, compliance, real financial infrastructure. Fractional controller for e-comm brands doing $500k–$20M.

    Pearl River, New York3 years in business6 employees$150K+ income | $500K+ revenue minimum

    About Smallbiz

    Smallbiz Controller believes most growing e-commerce and product-based businesses don't have a bookkeeping problem, they have a visibility problem. Founders can see their bank balance, but not their real margins, not where cash is actually going, not what's coming six weeks out. That gap is where good businesses quietly get into trouble. Our approach starts with financial infrastructure, not just financial reporting. Before any forecast or analysis is useful, the numbers underneath it have to be right, clean books, accurate COGS, controls that catch errors before they compound. From there, we build forward: cash flow forecasting, margin analysis, and the kind of ongoing oversight a growing brand needs but usually can't afford full-time. What sets Smallbiz Controller apart is depth. We work at a fractional CFO level of engagement, understanding unit economics, CAC/LTV, and the specific mechanics of Shopify and Amazon businesses, but priced and structured like a controller relationship. We're not compiling reports and sending them over. We're in the numbers with our clients, translating them into decisions: what to price, what to cut, what to fund, what to wait on. This is also a hands-on relationship, not a hands-off one. We ask questions. We push back. We flag problems before they show up in a bank balance. For founders who've outgrown their bookkeeper but aren't ready for a full-time CFO or Controller, Smallbiz Controller is built to close exactly that gap, real financial partnership, sized for where the business is today.

    Services offered

    Advisory ServicesBank ReconciliationBookkeepingBudgeting & ForecastingBusiness Tax PreparationCash Flow ManagementFinancial ReportingIndividual Tax PreparationPayroll ServicesSales TaxTax Planning & Strategy

    Client specialties

    Industries served

    E-commerceElectricalConstructionArchitecture & EngineeringHVACProfessional ServicesHome ServicesLandscapingRoofingPlumbing

    Software & tools

    DocuSignGustoLoomPaychexQuickBooks OnlineRampRipplingSlackXero

    Pricing

    Basic Fractional Controller Services — $2,500–$3,500/month: It includes: 1. basic bookkeeping 2. annual tax filings 3. monthly reporting 4. monthly cash planning 4. monthly advisory meeting with a CPA. || Premium Fractional Controller Services — $6,000–$8,497/month: It includes: 1. advanced bookkeeping 2. annual tax filings 3. advanced monthly reporting 4. comprehensive tax planning for both the entity and the owners 5. weekly cash planning 6. weekly or monthly advisory meeting with a CPA 7. Entity planning and filings 8. local and bank compliance

    2 packages · $2.5k–$8.5k/mo

    Minimums: $150K+ income | $500K+ revenue