Lemonade Controller Services
Lemonade Controller Services
Fresh approach. Clear vision. Bright future.
Fractional Controller ServicesLemonade Controller Services gives growing organizations the monthly close, reporting, and audit-readiness of an in-house controller. Deep experience with ministries and nonprofits, and glad to work with any organization looking for that same level of care.
Years managing the client side of external audits — schedules, auditor coordination, and resolution — the exact work a non-CPA controller is positioned to lead.
A particular strength with restricted funds, grant compliance, and donor reporting — built for ministries and nonprofits, and just as useful for any organization managing multiple funding sources.
Comfortable with today's AI-assisted accounting workflows — used to make your reporting faster, never to replace a careful look at the numbers.
Included in your monthly retainer. Recurring, calendar-driven work sized to your organization's hours.
General ledger review, reconciliations, journal entries, accruals.
Monthly and quarterly statements, board packages, fund accounting reports, KPI dashboards.
Annual budget development, cash flow projections, budget-to-actual variance.
Control design and review, documented policies, ongoing process improvement.
Payroll accuracy review and 1099 tracking.
Client-side prep, schedules, and point of contact for your scheduled annual audit.
Restricted fund tracking, release-from-restriction entries, grant compliance reporting.
Annual contribution statements and donor acknowledgment letter compliance.
Sales tax remittance, exemption certificate and property tax exemption management.
Invoicing, collections, vendor payment cycles, and cash flow timing.
Scoped separately from the retainer — fixed-fee or hourly, quoted after a written scope.
Accounting software setup or migration, led start to finish.
Backlogged reconciliations and historical corrections for new clients.
Close checklists, control frameworks, chart-of-accounts restructuring.
IRS inquiries, grantor-initiated reviews, and other special-purpose audits.
Financial data organization for grants, loans, or organizational combinations.
Implementing the opportunities identified in your free systems check.
Work that requires licensure Lemonade doesn't hold — routed to a licensed professional, not declined.
A bookkeeper records what happened. A controller makes sure what happened is accurate, on time, and tells you something worth acting on.
Three levels of involvement, scaled to your organization's size and needs. Pricing is quoted after a free consultation, based on your specific scope.
Every engagement starts with a free consultation to scope the right fit — get your custom quote.
A 30–45 minute look at your books and processes, plus a light review of where automation could save your team time — before anything is billed.