100% US-based controllership experts

Choose the controllership tier built for the way your team works

Audit-ready financials, proactive insights, and controllership firepower that scales with your next phase. Each tier blends reporting, advisory, and technical accounting so you never miss a beat, all delivered by US-based experts who understand your business.

Talk to an Expert Plan Comparison
  • 25+ mid-market controllership teams partnered
  • <24 hrs average response time during critical close
Emerging teams

Essentials

Build rigorous closes without adding headcount

$2,500

starting per month

  • Controller-level close & reporting with streamlined templates
  • Scenario modeling support inside monthly consultation hours
  • Always-on access to toolkits and workflows your team can run
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Scale with confidence

Growth Partner

Expand bandwidth with a dedicated US-based controllership lead

$6,000

starting per month

  • Unlimited advisory hours with a dedicated controllership lead
  • Technical accounting guidance for revenue, leases, and more
  • Audit support inside 48 hours with ready-to-deploy PBCs
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Enterprise ready

Full Controllership

Embed a senior US-based controllership pod across your workflows

$10,000

starting per month

  • White-glove technical accounting with audit-ready memos
  • Chart of accounts redesign plus policy creation & rollout
  • Guaranteed 24-hour turnaround during audits & transactions
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Side-by-side controllership coverage

Every tier includes the core reporting and advisory foundation. Higher tiers add deeper technical ownership, faster response times, and hands-on policy execution when your finance team needs an embedded partner.

Features
Essentials
Build rigorous closes without adding headcount
$2,500
starting per month
Growth Partner
Dedicated US-based controllership embedded with your team
$6,000
starting per month
Full Controllership
US-based controllership pod on-call and ready to run
$10,000
starting per month
Comprehensive and Custom Financial Reporting
Balance Sheet ✓ ✓
Reconciliation templates provided
 ✓
Reconciliations completed by ZI
Income Statement ✓ ✓ ✓
Cash Flow Statement ✓ ✓ ✓
Month-over-Month Analysis ✓
Detailed analysis of financial fluctuations
 ✓
Detailed analysis of financial fluctuations
 ✓
Detailed analysis of financial fluctuations
Custom KPIs & Industry Reports ✕ ✓
Customized to industry, growth stage, and strategic goals
 ✓
Customized to industry, growth stage, and strategic goals
Strategic Financial Consultation
Monthly Consultation Hours 5 hours
Dedicated advisory hours for financial analysis, scenario planning, and decision support
 20 hours Unlimited
Additional Hours ✓
Available as needed to ensure you're never left without support
 ✓
Priced predictably so your team can scale requests
 ✕
Cash Flow Management ✓ ✓ ✓
Ongoing monitoring, forecasting, and working capital analysis
Technical Accounting Analysis
Revenue Recognition Analysis ✕ ✓
Guidance only - collaborate with internal team
 ✓
We prepare audit-ready memos for your review and final approval
ASC 842 Analysis ✕ ✓
Guidance only - collaborate with internal team
 ✓
We prepare audit-ready memos for your review and final approval
Debt & Equity Agreement Review ✕ ✓
Guidance only - collaborate with internal team
 ✓
We prepare audit-ready memos for your review and final approval
Business Combination Analysis ✕ ✓
Guidance only - collaborate with internal team
 ✓
We prepare audit-ready memos for your review and final approval
Additional ZI Resource ✕ ✓
Available as add-on scope of work
 ✕
Chart of Accounts & Operations
Chart of Accounts Review ✕ ✓
In-depth review and mapping with actionable recommendations
 ✓
Comprehensive review, redesign, and hands-on implementation
Audit Support Turnaround ✕ 48 hours
During financial statement audit or review
 24 hours
On-call and guaranteed during financial statement audit or review
PBC List Preparation ✕ ✕ ✓
Preparation and review of PBC lists, reconciliations, and supporting documentation
Accounting Policies & Procedures ✕ ✕ ✓
Creation and implementation, including month-end checklists
Accountability & Support
Accountability Meetings Bi-weekly
Focus on actionable insights and next steps
 Weekly
Proactive identification of risks and opportunities with clear action items
 Weekly
Proactive identification of risks and opportunities with clear action items
Process Improvement ✓
Ongoing identification of automation and process improvement opportunities
 ✓
Ongoing identification of automation and process improvement opportunities
 ✓
Ongoing identification of automation and process improvement opportunities
Team Empowerment ✕ ✓
Ensure internal team is empowered, supported, and US GAAP compliant
 ✓
Ensure internal team is empowered, supported, and US GAAP compliant
Team & Location
US-Based Controllers ✓ ✓ ✓
Special Features
US GAAP Transition ✕ ✕ ✓
Full accounting analysis and complete transition into US GAAP
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Not sure which tier unlocks the next win for your finance team?

Tell us about your current close, reporting requirements, and upcoming milestones. We'll map the controllership tier that keeps you compliant while accelerating insight. All delivered by US-based experts who understand your business context and regulatory environment.


Schedule a free consultation

Pricing reflects starting monthly retainers. Scope, complexity, and volume can affect final pricing. Engagements are tailored and can scale up or down as needs change.