Plan Smarter. Forecast Further. Stay on Track.

Controller Plan turns your numbers into a roadmap — with budgets, forecasts, and dashboards that help you make confident decisions month after month.

You can’t grow what you don’t measure.

Controller Plan bridges the gap between bookkeeping and strategy — giving you visibility into what’s working, what’s not, and what’s next. With clear reports, rolling forecasts, and monthly financial reviews led by your Fox & Partners CFO, you’ll always know where your business stands and where it’s headed.

What’s Included

Clear, accurate, current financials

Monthly bookkeeping, P&L, Balance Sheet, and Cash Flow statements with a full close package.

Forecasting & planning

Rolling 6-month cash flow forecasts, budgets vs. actuals, and proactive planning tools.

Board-style monthly review

1–2 hour session each month with your F&P CFO to discuss results, progress, and next steps.

Custom KPIs & dashboards

Visibility into the metrics that matter most to your business.

Variance & benchmarking analysis

Identify trends, compare against industry data, and adjust your strategy in real time.

Job costing & project accounting

Evaluate profitability by project, department, or segment.

AP/AR workflows

Vendor management and bill pay automation using Bill.com.

Payroll support

Managed through ADP or Gusto.

Tax filings

Annual business return included (via outside CPA partner).

Technology optimization

Setup and integration of QuickBooks, FP&A, and AI finance tools.

The Fox & Partners Guarantee

Clean Books Guarantee: We’ll deliver clean, accurate financials in 10 weeks or your money back.*

*Guarantee requires timely document access and responses within 1–2 business days.

Pricing Starts At $3,000/month

Month-to-month contract. Flat monthly billing. 30-day notice to cancel.