You're past $2M and have outgrown basic bookkeeping. As your integration business grows, accurate financials become more important and more difficult to maintain. VITAL Controller Services gives you a dedicated financial partner who understands the custom integration industry, keeps your numbers accurate, and helps you understand what they mean. So you can make decisions with confidence, not guesswork.
You have accurate financials, timely reporting, and a controller who understands your business. You know where the money is going, where profit is being generated, and what deserves your attention without spending hours digging through QuickBooks. When questions come up, you get answers from someone who knows the custom integration industry.
✅ Financial Foundation Setup — Your QuickBooks accounts organized the VITAL way
✅ Monthly Transaction Management — Every expense categorized correctly, every month
✅ Payroll Recording — All payroll entries handled accurately
✅ Bank & Credit Card Reconciliation — Up to 2 of each bank & CC accounts reconciled monthly
✅ Balance Sheet Cleanup — Quarterly reviews keep your assets and liabilities accurate
✅ Monthly Financial Reports — Profit & Loss, Balance Sheet, Cash Flow - delivered every month
✅ Year-End Tax Package — Everything your CPA needs, organized and ready
✅ 1099 Tax Form Filing — Contractor forms filed on time, every time
✅ Sales Tax Support — Filing and payment handled - no more state tax surprises
➡️ Budget Tracking — Your spending tracked against targets
➡️ Equipment & Materials Management — Your inventory tracked, adjusted, and accounted for properly
➡️ Internal Team Support — Accounting policies created, your staff trained on financial systems
➡️ VITAL Program Integration — Executive-level collaboration with your VITAL Coaches - financial insight when decisions get made