A smarter way to manage your business finances
Your business is growing—and so are the financial questions. At BalanceWell, we combine controller-level strategy with hands-on support to give you clarity, reduce risk, and free up your time. Whether you're cleaning up your systems, dealing with sales tax, or finally building your financial infrastructure, we tailor everything to your business stage and goals.
We build from the foundation up.
Phase 1: Financial Operations Optimization
Custom scoped based on business needs
A comprehensive, one-time engagement to clean up your books, streamline your systems, and build a financial foundation that can scale with your growth.
What It Can Include:
Chart of Accounts Optimization
Bookkeeping Cleanup (typically 6–12 months)
Shopify, Bank Feed, and Platform Integration
Sales Tax Compliance Review & Back-Filing
System Optimization to Reduce Fees & Improve Processes
Payroll Setup (employees + contractors)
1099 Tracking & Compliance
Timeline: Typically 6–8 weeks
Phase 2: Ongoing Financial Management
Starting at $1,000/month
After your foundation is solid, we partner with you to manage your finances month-to-month—tailored to your goals, systems, and team.
Can Include:
Monthly Financial Reporting & Cash Flow Forecasting
Strategic Review Calls
Payroll Management & Tax Compliance
Sales Tax Filing & Monitoring
Budgeting, Pricing, and Planning Support
Priority Access for Questions or Issues
Note: Plans range from $1,000–$5,000/month based on complexity and volume.
Why Choose a Fractional Controller?
Peace of Mind
Accurate, compliant, and organized finances—no more guessing.
Real Partnership
Monthly touchpoints with a controller who gets to know your business.
Strategic Insight
Custom dashboards, pricing support, and financial planning that actually help you grow.
Ready to build a smarter financial foundation?
Let’s talk about your goals and how BalanceWell can support your next stage of growth. Every client relationship starts with a conversation.