Intake / Reconciliation / Filed

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Outsourced controllers

An outsourced controller website needs to show the reporting package and close process a prospective client is buying, not just a services list

A prospective client evaluating outsourced controller services is comparing reporting cadence, close timelines and the level of oversight offered, so the site is built around a page for each service tier and a way to show what a monthly reporting package looks like before a call happens. Generic "financial services" copy does not answer any of that.

live in 7 days32 things includedbuild fee after launch

Recognize any of these

The signs the site is the problem, not the market

If two or more of these are true of your practice, the site is costing you engagements you never find out about.

  • 01A prospect asks on the first call how fast you close, and the site has never answered the question that decides most of these engagements.
  • 02Inquiries arrive from single-entity businesses with no controller need, because nothing on the site sets a floor on who the service fits.
  • 03The site lists credentials and years of experience where a buyer wanted the reporting package and the monthly cadence.
  • 04A finance lead forwards the site to a board member and it reads like a local storefront rather than a finance function.
  • 05The same handful of scope questions get answered by email every week, and none of those answers live anywhere a prospect can find them.

Open items

For outsourced controller services, the current site is usually the weak link

  • The site describes "controller services" as one paragraph with no distinction between light oversight and full monthly close management.EX-01
  • There is nothing on the site that shows what a reporting package or deliverable actually looks like, so a prospect has to ask on a call instead of seeing it first.EX-02
  • There is no page for the industries served, so a real estate fund and a multi-location restaurant group land on the same generic page.EX-03
  • The site reads like a resume of credentials rather than an explanation of what the engagement includes.EX-04

Build manifest

The pages your site will carry

  1. Home

  2. About

  3. Services overview

  4. One page per controller service tier

  5. One page per client industry

  6. Pricing philosophy

  7. FAQ

  8. Book a call

Outsourced controller servicesPexels
A finance professional at a desk reviewing a printed chart beside a computer
Photograph by RDNE Stock project on Pexels

Configured for you

What an outsourced controller practice gets on top of the standard build

A controller engagement is bought on cadence and scope, so the site is structured around the tiers of oversight you offer and the deliverables each one produces, and the intake asks the questions that decide which tier a prospect belongs in.

  • A page per oversight tier, from light review through full monthly close management, each naming what is included and who it fits.
  • A deliverables page describing the monthly reporting package in general terms: what it covers, when it arrives and who presents it.
  • A close process page walking through the month end sequence as a client experiences it, written as process rather than as accounting guidance.
  • An engagement scope form asking entity count, locations, current close timeline and software stack, so a lead arrives pre-sorted by tier.
  • A page for each client industry you serve, since a real estate holding group and a multi-location restaurant operator have different close problems.
  • An AI receptionist on the phone line on Reconciliation and Filed, so an inquiry that arrives during close week is still answered and booked.
The toolConfigured for outsourced controllers

Engagement scope request

Asks entity type, number of entities or locations under one roof, current close timeline, and current software, then routes the answers into your CRM as a qualified lead, with no fee calculation attached.

Out of scope

What we deliberately do not do

Said here rather than discovered on the onboarding call.

  • We do not perform the close, the reconciliations or any part of the controller work. The site describes your process, it does not run it.
  • The site never states a fee or a close timeline on your behalf. Cadence and scope are described in general terms, and the commitment is made by your team in the engagement letter.
  • We do not build client-facing reporting dashboards and we never connect the website to a client's general ledger. No client data passes through the site.
  • The AI receptionist books calls and takes details. It does not answer questions about a caller's own accounts and never offers an opinion on their numbers.

Six months out

Month six, the Tuesday after month end

It is the Tuesday after month end and the whole team is in close. The phone rings anyway, and the AI receptionist answers it, takes the caller's entity count and current close timeline, books them into your calendar for Thursday and files the details in your CRM. Nobody broke off a reconciliation to take a call that was going to end in a calendar invitation either way.

What firms report

What firms in a similar position say

  • STATEMENT 01
    Splitting new outsourced finance support inquiries from follow-ups sounded minor and was not. Visitors choose what they are doing first, and each choice leads to a fit-for-purpose form. The morning triage is minutes rather than an hour.
    Roland Chatsworth, Client services coordinatorConstruction trades bookkeeping firm, Durham, North Carolina

    Got Inquiry categories and guided navigation for outsourced finance support

  • STATEMENT 02
    Our old outsourced finance support page said all the right things and showed none of them. Everything published is material we reviewed ourselves, chosen because it answers a real question. People comment on it, which never happened with the old page.
    Rowena Harrington, Front office leadFarm accounts and bookkeeping practice, Naperville, Illinois

    Got Reference content and service presentation for outsourced finance support

Plans

Three ways to run it

Every plan carries the same $797 one-time build fee, invoiced only after your site is live and approved, and the same 5 revisions a month.

  • Tier 1IntakeThe website, fully managed, live in 7 days, 2 articles a week
  • Tier 2ReconciliationEverything, plus the AI Engine, live in 10 days, 2 articles a week
  • Tier 3FiledEverything, plus the Content Engine, live in 15 days, 3 articles a week

The AI Engine is Reconciliation and Filed. The Content Engine is Filed only.

Questions from outsourced controller services

01Can the site describe different levels of controller oversight separately?

Yes. Light oversight, full monthly close management and any other tier the firm offers each get a dedicated page describing what is included, how often the firm is involved, and who it fits, rather than one shared paragraph that blurs the differences between them. A prospect can compare tiers on the site itself before ever booking a call to ask which one applies to them.

02Can we show a sample of a reporting package on the site?

Yes, as a described page rather than a live client document. It can walk through what the package covers, how often it arrives, and roughly what it looks like in general terms, without exposing any real client's numbers or naming a real client by name. This gives a prospect a concrete sense of the deliverable while keeping every actual engagement confidential.

03Does the engagement scope tool replace an intro call?

No. It qualifies a lead by collecting operational facts like entity count, current close timeline and existing software, so your team walks into the first call already informed instead of starting from a blank form. It never advises the prospect, never estimates a fee, and never substitutes for the conversation your team has once a lead looks like a fit.

04How fast can a new client industry page go live?

A new industry page is built and linked from the relevant service tier pages as part of the plan's ongoing updates, without waiting for a broader redesign or a separate project. Once it is live it also appears in the site's navigation and internal linking, so it starts contributing to search visibility the same week it is published rather than sitting isolated.

05Can the site speak differently to a sponsor-backed portfolio company and a family owned business?

Yes, on separate pages. Each client type gets its own page with its own copy, its own description of what oversight looks like there and its own call to action, because a portfolio company asking about reporting discipline and an owner managed business asking for a reliable monthly close are not reading for the same thing. Both pages link back to the same tier pages, so nothing has to be written twice.

06Who owns the domain if we ever stop working with you?

You do, from the first day. One domain is registered in your firm's own name as part of the plan rather than in ours, and the registrant details are yours. If you leave, the domain goes with you and we point it wherever you ask. Nothing about the arrangement depends on us holding the name.

07What does the build fee cover, and when is it charged?

The one-time build fee of $797 covers the design, the writing and the build of every page at launch, and it is invoiced after the site is live rather than before the work begins. The monthly plan, from $137, covers managed hosting with SSL, a global CDN, DDoS protection and unmetered bandwidth, plus the ongoing updates and 5 revisions a month. There is no separate hosting bill.

08Does the phone agent answer during close week, when none of our team can?

Yes, on Reconciliation and Filed. The AI receptionist answers the line, takes the caller's name, entity count and reason for calling, books a slot in your calendar and files the details in your CRM. It never discusses a caller's financial position, never quotes a fee and never gives accounting guidance, so the only thing it can do with a serious question is get it to one of your people.

Comparing this against a builder, a freelancer or an agency? There are 10 comparison pages, and each names where the other option wins. See the comparisons

Filed

See it built for outsourced controllers.

A live walk-through, with the $797 build fee invoiced only after launch.