Monthly Close and Control Oversight

Ongoing controller-level discipline, once the foundation is in place

What It Is

Monthly Close and Control Oversight is Signal’s ongoing retainer service for contractors and trades businesses that have completed the 90-Day Program, or otherwise have a stabilized close process, and want continued controller-level discipline going forward.

Who It’s For

Contractors and trades businesses with a stabilized close process that want ongoing oversight rather than managing the controller function internally without support.

What’s Included

Close calendar management and checklist governance.

Review and signoff discipline, including review of month-end balance sheet reconciliations prepared by client staff, managed through Double.

Issue tracking.

Continued reporting oversight.

Cadence

Monthly: Close review and signoff.

Monthly: Reporting package delivery.

Quarterly: Ownership strategy check-in.

What’s Not Included

Bookkeeping, data entry, or hands-on transactional cleanup work. Preparation of specific reconciliations is available only as a separately scoped staff-augmentation add-on.

Tax planning, tax compliance, or tax preparation of any kind.

Recruiting or search services.

Audit, review, or compilation services, or any form of assurance or attestation opinion.

Investment

Fee: $8,500 per month minimum. No discounting below this minimum, regardless of scope.

Ongoing Oversight is proposed separately, typically at the conclusion of the 90-Day Program.