Bookkeeping
Keep the numbers right.
Accurate, current financial records and consistent monthly reporting you can rely on.
See what's included →
Services
Financial Support That
Financial Support That
Grows With Your Business.
From accurate bookkeeping and stronger accounting processes to forecasting, financial analysis, and CFO-level guidance, SmartScale gives small businesses access to the financial support they need without building a full in-house finance team.
Bookkeeping · Controller Services · FP&A & Forecasting · Fractional CFO · Financial Clean-Up
Four core capabilities
Start where your business needs support.
These services can stand on their own or work together. You do not have to move through every level, and you do not have to replace financial support that is already working well.
Controller Services
Keep the financial operation running right.
Strengthen accounting processes, monthly close, reporting, controls, and financial workflows as the business becomes more complex.
See Controller Services →FP&A & Forecasting
Understand where the numbers are heading.
Use budgets, forecasts, cash planning, profitability analysis, and financial modeling to see what's driving results and what may be coming next.
See what's included →Fractional CFO
Use the numbers to guide bigger decisions.
Get experienced financial guidance around pricing, hiring, investments, profitability, cash flow, and growth.
See what's included →
You don't have to start at the beginning.
If your bookkeeping is already in good shape, SmartScale can step in at the Controller, FP&A, or CFO level. If you need the financial foundation cleaned up first, we can start there.
What each service does
Different questions need different kinds of support.
The goal is not to sell you every service. It is to give you the financial support that matches the problem you are trying to solve.
Bookkeeping
Keep the numbers right.
Starting at $300/month
Reliable bookkeeping gives you an accurate financial record of what has already happened, so you know the information you're working from can be trusted.
Typical support includes
- Transaction categorization
- Bank and credit card reconciliations
- Monthly close
- P&L and Balance Sheet reporting
- AP and AR tracking
- Year-end financial package for your CPA
Best fit when
You need accurate, current books and consistent monthly financial reporting.
Explore Bookkeeping →
Controller Services
Strengthen the financial operation behind the numbers.
Custom pricing
Monthly or project-based
Monthly or project-based
When the business becomes more complex, accurate bookkeeping isn't always enough. Controller support adds oversight, stronger accounting processes, better controls, and more reliable financial reporting.
Typical support includes
- Month-end close oversight and procedures
- Balance sheet and reconciliation review
- Chart of accounts structure and clean-up
- AP, AR, and accounting workflow improvements
- Financial statement review and management reporting
- Internal controls and financial procedures
- Accounting system and process improvements
- Coordination with bookkeepers and outside CPAs
Best fit when
The books may be getting done, but the accounting function needs stronger processes, oversight, or financial reporting.
Already have a bookkeeper? That's fine.
Controller Services can sit above your existing bookkeeping function, providing review, structure, stronger processes, and more reliable financial reporting.
FP&A & Forecasting
Understand what's driving the numbers and where they're heading.
Starting at $900/month
for standalone FP&A
for standalone FP&A
FP&A takes reliable financial information and turns it into a forward-looking view of the business, helping you understand performance, anticipate cash needs, and evaluate what could happen next.
Typical support includes
- Cash flow forecasting
- Annual budgets and rolling forecasts
- Budget vs. actual analysis
- Customer, service, project, or product profitability
- KPI development and reporting
- Scenario planning and financial modeling
- Revenue, margin, and expense analysis
Best fit when
Your financials are reliable, but you need better visibility into performance, profitability, cash flow, or what's coming next.
Explore FP&A & Forecasting →
Fractional CFO
Turn financial insight into better business decisions.
Custom monthly engagement
Fractional CFO support adds an experienced financial perspective to the decisions that affect your business. Instead of analyzing the numbers in isolation, we use them to think through where the business is going and what financial decisions make sense along the way.
Typical support includes
- Ongoing financial strategy and decision support
- Pricing and profitability strategy
- Hiring and compensation scenarios
- Major spending and investment decisions
- Cash and capital planning
- Growth and expansion scenarios
- KPI and performance review
- Financial leadership and owner or management meetings
- Coordination with CPAs, lenders, and other financial partners when needed
Best fit when
You're making bigger financial decisions and want an experienced finance partner helping you evaluate the options and their impact.
Explore Fractional CFO →BookkeepingWhat happened?
ControllerAre the financial processes working the way they should?
FP&AWhy did it happen, and what's likely to happen next?
Fractional CFOWhat should we do about it?
Flexible support
Built around what your business actually needs.
SmartScale services are designed to work independently or together. You don't need to move through every level, and you don't need to replace financial support that's already working well.
Already have a good bookkeeper?
Keep them. SmartScale can provide Controller oversight, FP&A, or CFO support on top of the bookkeeping you already have.
Need bookkeeping and FP&A?
These services can be combined so the same financial information flowing through your monthly books also supports your forecasts, profitability analysis, and management reporting.
Books are messy, but you need better reporting?
We can clean up the financial foundation first, then build reporting, forecasts, and analysis on reliable numbers.
Need temporary Controller-level help?
Controller support can also be project-based, whether you need to improve your month-end close, rebuild accounting processes, clean up the chart of accounts, or strengthen financial reporting.
Not sure where the problem actually is?
That's fine too. We'll start with what you're trying to accomplish and figure out what level of support makes sense.
How it works
Financial support built around your business.
Start with what you need help with
You don't need to know whether you need bookkeeping, Controller support, FP&A, or a fractional CFO. We'll start with what's happening in your business and what you're trying to accomplish.
Determine the right level of support
I'll look at your current financial processes, reporting, and needs, then recommend where SmartScale can help. That may be one service or a combination.
Define the scope
We'll agree on what SmartScale will handle, what stays with you or your existing team, what you'll receive, and how we'll work together.
Build a useful financial rhythm
From monthly bookkeeping and reporting to forecasts, financial reviews, or strategy conversations, the goal is consistent financial information you can actually use to run the business.
Pricing
Clear starting points. Flexible scope.
Every business has different financial needs. Pricing depends on complexity, transaction volume, reporting requirements, and the level of ongoing support involved.
BookkeepingStarting at $300per month
Controller ServicesCustommonthly or project-based
FP&A & ForecastingStarting at $900per month for standalone FP&A
Fractional CFOCustommonthly engagement
Need a combination?
Many businesses need support that falls somewhere between traditional bookkeeping and a full FP&A or CFO engagement. SmartScale can combine bookkeeping, reporting, forecasting, Controller support, and financial analysis into an engagement that fits your business.
Project-based support
Sometimes you need a project, not a retainer.
Not every financial need requires ongoing support. SmartScale also provides project-based engagements to clean something up, build something new, or solve a specific financial reporting or planning problem.
Bookkeeping Clean-Up & Catch-Up
Bring overdue or inaccurate books current, reconcile accounts, correct classifications, and get the financial records back on solid ground.
Accounting Systems & Processes
Improve the chart of accounts, month-end close, accounting workflows, reporting processes, or other parts of the financial operation that aren't working as well as they should.
Budget & Forecast Builds
Build a practical budget, cash forecast, or rolling financial forecast your business can continue using and updating.
Financial Models & Scenario Analysis
Model hiring, pricing, growth, investments, financing, or other decisions before committing cash.
Profitability Analysis
Understand profitability by customer, service, project, product, or another meaningful part of the business.
KPI & Management Reporting
Build reporting that gives you a clearer view of the financial and operating measures that matter to your business.
Have a financial project that doesn't fit neatly into one of these categories?
Tell me what you're trying to accomplish. If it's within SmartScale's wheelhouse, we'll figure out the right scope.
Common questions
Frequently asked
Can I hire SmartScale for just one service?
Yes. Bookkeeping, Controller Services, FP&A, and Fractional CFO support can each stand on their own. Services can also be combined when your business needs support across more than one area.
Do I have to move my bookkeeping to SmartScale?
No. If you already have a bookkeeper or accounting team you're happy with, SmartScale can work with the financial information they produce and provide Controller, FP&A, or Fractional CFO support on top of it.
What's the difference between bookkeeping and Controller Services?
Bookkeeping focuses on recording, reconciling, and maintaining accurate financial records. Controller Services adds a higher level of accounting oversight, including close procedures, financial statement review, accounting processes, controls, reporting, and the overall reliability of the accounting function.
What's the difference between FP&A and Fractional CFO support?
FP&A focuses primarily on financial planning and analysis: budgets, forecasts, cash flow, profitability, KPIs, financial models, and understanding what's driving results. Fractional CFO support uses that financial information as part of broader business decision-making, including pricing, hiring, investments, growth, cash planning, and other decisions with significant financial impact. Some engagements include both.
Can you work with my CPA?
Yes. SmartScale does not replace your tax professional. I can work alongside your CPA or tax advisor by keeping financial information organized, providing reporting and analysis, and helping make sure they have the financial information they need.
What if I'm not sure which service I need?
That's completely normal. You don't need to diagnose the financial problem before we talk. We'll start with what's happening in your business, what information you have today, and what you're trying to understand or improve.
Do you offer one-time projects?
Yes. Project work can include clean-up and catch-up bookkeeping, accounting process improvements, chart of accounts redesign, budget and forecast builds, financial modeling, profitability analysis, and management reporting.
Do I have to sign a long-term contract?
SmartScale engagements are designed to be flexible. Most ongoing services do not require a long-term commitment, and cancellation terms are outlined in your service agreement based on the engagement.
Let's talk
You don't need to know which service you need.
Tell me what's happening in your business, what you're trying to understand, and where the financial side feels harder than it should. We'll figure out what kind of support makes sense from there.
Already have a specific project in mind? Tell me about that too.