Achieve Complete
Financial Clarity and Control with QuickenTM & QuickbooksTM

Take control of your hard-won wealth with simple and effective strategies from The Quicken Coach, Stephen M. Smith, CPA of Controllership Solutions, LLC.

Your time is better spent advancing your business, evaluating investments, or pursuing personally fulfilling projects not entering data into a spreadsheet or chasing the numbers related to your individual and business finances.

Inefficiencies related to financial management can distract you from what is important. However, having accurate financial records is essential to optimize your investing and business results to achieve the highest level of success.

The Quicken Coach does all of the heavy lifting to track and monitor your assets and liabilities, providing expert oversight on the big picture of your entire financial portfolio including:


Personal Finance Management

  • Detailed financial records
  • Managing and reporting cash flow
  • Training and troubleshooting
  • Advanced Quicken cleanup
  • Compliant record keeping for deductions and tax reporting


Business Management Services

  • Implementations and Training
  • QuickBooks Troubleshooting and clean-up
  • Detailed and compliant financial records.
  • Managing and reporting cash flow
  • Outsourced controllership services.
  • Full-service back-office support

What our Customers are saying

Stephen’s service is that of a dedicated employee. He goes the extra mile, is timely and responsive to issues that arise, has a genuine interest in the success of the business, and delivers quality work. We wouldn’t be where we are without Stephen’s direct involvement and support.

Awards & affiliations

Insightful Accountant
Quickbooks Certified Proadvisor
CPA Quicken