How We Work

After the complimentary Financial Strategy Session, Consulting Controller Inc. implements a comprehensive hands-on review and analysis of the existing accounting records.  This allows us to discover problem areas, formulate a plan of correction, and create an accounting process that, with consistent use, will keep your records complete and accurate.

This is done through phone calls, virtually, in-person meetings, and with a comprehensive review of records.  This will enable us to solve problems and provide practical and lasting solutions and procedures customized to your needs.  

We work virtually using technology such as GoToMeeting, or on site in the clients' offices. We need to learn as much as we can about the business and the owner(s) to enable us to solve problems and provide practical and lasting solutions and procedures customized to each client's needs. And of course, in order to achieve the best and most enduring results, the client needs to participate fully in this process.

Because every client's needs are uniquely different, work is billed hourly. Once the specific needs are defined in the engagement letter a time estimate can be made. Our basic fee is $150 per hour. Special projects, such as the One Page Business Plan®, are separately priced.

To schedule an appointment, please contact using our contact page, or call:

Mary Ann WetzorkPresident
, Consulting Controller Inc.

Phone: 510-393-9670

© Consulting Controller Inc. 2017