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I will run your monthly close as a fractional controller
Fractional Controller and Bookkeeping
Trident Ledger is a US fractional controller and bookkeeping shop for businesses that have outgrown a bookkeeper and do not need a full-time controller. We run the books, close the month, and hand you...
About this Gig
I will review your books and tell you what a real month-end close would take.
This is a paid close diagnostic from Trident Ledger, a US fractional controller shop for roughly $2M to $30M businesses. Not a CPA firm. Not tax.
Basic: written close scorecard and a 30-minute call.
Standard and Premium are a first-month close of a single entity in QuickBooks Online. Ongoing fractional controller months are a custom offer after that.
What I need: Accountant access to QBO, bank feeds or statements, the month you want assessed.
What this is not: tax prep, audit, CPA letters, or bookkeeping-only.
Service type:
Financial analysis
Investment stage:
Late stage
Industry:
Business services & consulting
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
How is this different from the bookkeeping gig?
Bookkeeping keeps the file current. This gig owns the close and the story of the month.
Are you a CPA or CFO?
Neither title is the product. We are a fractional controller shop, not a CPA firm.
Can this be a monthly retainer?
Yes. Message after the first month. Typical retainers are a custom offer.
Multi-entity?
Custom offer. Do not order Standard if you have more than two entities.
