Smallbiz Controller

Smallbiz Controller

5.0 stars · 2 reviews · Serves Nationwide · Specializes in Content Creators, HENRYs (High Earners, Not Rich Yet), QSBS Holders

Bookkeepers record the past. We help you run the business forward, cash flow, margins, tax, compliance, real financial infrastructure. Fractional controller for e-comm brands doing $500k–$20M.

Services

  • Advisory Services
  • Bank Reconciliation
  • Bookkeeping
  • Budgeting & Forecasting
  • Business Tax Preparation
  • Cash Flow Management
  • Financial Reporting
  • Individual Tax Preparation
  • Payroll Services
  • Sales Tax
  • Tax Planning & Strategy

Pricing

  • Basic Fractional Controller Services — $2,500–$3,500 monthly
  • Premium Fractional Controller Services — $6,000–$8,497 monthly
  • Bookkeeping Starter — $495–$0 monthly

Reviews

  • Belle

    5 stars

    2026-08-26T23:15:18.512413+00:00

    I really enjoyed working with Jose and his team. I was worried about how behind I was with my bookkeeping and how little financial structure I had in place, but they answered all of my questions and helped find solutions for every issue that came up. Their work was very thorough, and they always completed everything within the timelines they gave me. A lot of the time, they even finished things earlier than expected. Although I won’t be continuing to work with Jose and his team, that decision has nothing to do with them or the quality of their work. I’m very grateful for all of the work, support, and guidance they gave me. I’m especially thankful to Jose for always giving me helpful advice and encouraging me as a newer entrepreneur who is still figuring things out along the way. I honestly had a great experience with SmallBiz Controller, and there isn’t anything I would change.
  • Colten Adam

    5 stars

    2026-08-21T15:01:50.482778+00:00

    Our experience with Smallbiz Controller has been excellent. Jose and team have been able to find holes in our processes and financials and come up with solutions. SBC has taken our controls, processes, and financial reporting to an entirely new level that allows us to properly conduct and manage our business more efficiently. Would highly recommend SBC and Jose to anyone needing these services.

Related Sam's List pages