100% USA-Based Team · 200+ businesses supported · $500M+ client revenue managed · 55+ 5-star reviews
Plan Smarter. Forecast Further.
Controller Plan bridges the gap between bookkeeping and strategy — so you always know where your business stands and where it’s headed next.
Clean Books Aren't the Same as a Plan
Clean books tell you where you’ve been. They don’t tell you where you’re going. If you’re making hiring, spending, or expansion decisions without a forecast, you’re flying blind at the exact moment your business can least afford it.
From Bookkeeping to Forward-Looking Strategy
What’s Included:
(includes everything from Bookkeeper Plan. Applies to every Controller Plan engagement, regardless of size)
- Clear, Accurate, Current Financials
Monthly bookkeeping, P&L, Balance Sheet, and Cash Flow statements with a full close package. - Board-Style Monthly Review
1–2 hour session each month with your F&P CFO to discuss results, progress, and next steps. - Variance & Benchmarking Analysis
Identify trends, compare against industry data, and adjust your strategy in real time.
- AP/AR Workflows
Vendor management and bill pay automation using Bill.com.
- Tax Filings
Annual business return included (via outside CPA partner).
- Forecasting & Planning
Rolling 6-month cash flow forecasts, budgets vs. actuals, and proactive planning tools. - Custom KPIs & Dashboards
Visibility into the metrics that matter most to your business. - Job Costing & Project Accounting
Evaluate profitability by project, department, or segment. - Payroll Support
Managed through ADP or Gusto. - Technology Optimization
Setup and integration of QuickBooks, FP&A, and AI finance tools.
Sound Like a Good Fit?
You’re in the Right Place If…
- You don’t have true cost analysis
- Your tools and technology—and therefore your people—are not as efficient as they could be
Clean Books, Guaranteed!
Cleanup, process setup, and clean books — guaranteed within 10 weeks.
*Guarantee requires timely document access and responses within 1–2 business days.
“Fox and Partners has been outstanding to work with. At a crossroads in my professional life, they have gone above and beyond in every aspect. Hurley and his staff not only took the time to get to know me and my goals, they have helped me do more with my business than I thought possible. If your even considering if they are a company to work with, reach out to them… you will not be disappointed.”
Jonathan R.
“The team at Fox and Partners is amazing. They have helped me strategically shift my business. Their fresh perspectives and recommendations have put a magnifying glass on the pain points in the business that needed to be addressed while holding me accountable for making sure new systems were in place to correct those pain points. It’s not only that they help look at the numbers in my business, which is a huge integral piece, but Hurley is also invested in the vision. Having advisors who believe in where you’re going and can see the bigger picture, are priceless. Thank you guys!”
Kathy S.N
Common Questions Before You Get Started
My books are already clean — do I really need this, or can I just build my own forecast?
You can, but most founders don’t have the time or the modeling background to keep it accurate as things change. Cash Planning gives you a forecast that’s maintained monthly by someone who’s already looking at your numbers anyway, not a spreadsheet that goes stale after week two.
What's the difference between the monthly strategy sessions and the accountant review in Bookkeeper Plan?
Everything is month-to-month with a 30-day notice, so moving up to Cash Growth (or back down to Bookkeeper Plan) is a conversation, not a renegotiation.
What happens if I outgrow this tier, or my needs change mid-contract?
