What's included
- Month-end close on a fixed calendar with balance sheet reconciliations
- Monthly management reporting with variance commentary
- Annual budgets and rolling forecasts
- 13-week cash flow forecasting
- KPI dashboards for revenue, margin, cash and receivables
- Board, bank and investor reporting packs
Why firms choose JV Intelli Advisors
Decisions, not just data
Every report explains what changed and why, in plain language for owners and boards.
Controller discipline
Documented close checklists, accrual-basis entries and review trails behind every number.
Scales with you
Start with the close and reporting, then add forecasting and FP&A as the business grows.
Common questions
How is this different from bookkeeping?
Bookkeeping records transactions. A controller makes sure the books are complete, accurate and closed on time, then explains the results and what they mean for the business.
Do you replace our CPA?
No. We run accounting and reporting during the year and hand tax-ready books to your CPA, who handles tax filings.
Which software do you use?
QuickBooks Online, QuickBooks Desktop, Xero and Sage Intacct, with Excel or Google Sheets for forecasting.