Services

Two engagements. One standard.

Every client gets the same controller-level rigor on month-end close. The difference is whether you want clean financials — or clean financials plus a partner helping you act on them.

— Tier 01

Essential
Controller

A clean, reliable monthly financial package — produced and reviewed by a seasoned controller. The foundation every business needs before it can do anything else with its numbers.

  • Month-end close
  • Balance sheet reconciliations
  • Adjusting journal entries
  • Accruals
  • Depreciation
  • Transaction categorization review
  • Finished financial statements, controller-reviewed
  • Bookkeeper training & shoulder-to-shoulder support
  • Responsive communication — you'll hear back fast
Inquire
— Tier 02

Controller
+ Advisory

Everything in Essential, plus the forward-looking work that turns financials into decisions. We sit at the table with you — setting goals, tracking KPIs, and adjusting in real time as the business shifts.

  • Everything in Essential Controller
  • Gross profit margin analysis
  • P&L by revenue stream
  • Custom KPIs aligned to your goals
  • Cash flow forecasting
  • Budgets & projections
  • Strategic financial review
  • Goal-setting framework — Rocks, 1–3 year, 10-year target
  • Executive-level accountability & structure
  • Real-time tactical pivots based on current data
Inquire
Add-On

Year-End CPA Coordination

Working with the CPA at year-end is overwhelming. Let us handle it. We coordinate documentation, follow-ups, and every back-and-forth your CPA needs — so taxes get filed on time and accurately, without it landing on your desk.

Add to Engagement

Common questions.

Do you replace my CPA?
No. We work alongside your existing CPA, not in place of them. Our role is the controller layer — close, reconciliations, financial reporting. Tax preparation, tax planning, and compliance work stay with your CPA, where they belong.
Do you do bookkeeping or tax prep?
No. We are a fractional controller practice. Bookkeeping (transactional entry) and tax preparation are explicitly out of scope. If you need those, we can refer you to trusted partners — but they're separate from what we do.
What accounting platforms do you work with?
We work in QuickBooks Online, Xero, Microsoft Business Central, and NetSuite. The underlying accounting is the same across platforms — what matters more is the rigor of the close process and the quality of the financials, not the software running underneath.
What size business do you work with?
Roughly $500K to $50M in annual revenue. Below that, a bookkeeper is usually enough. Above it, you typically need a full-time controller in-house. Our sweet spot is the range where a fractional model makes the most economic sense.
Are you remote?
Yes. We work with clients nationwide. Engagements are run remotely with a structured monthly cadence and regular review meetings — no geographic restriction.
How do I know which tier is right for me?
Most clients start with Essential Controller. If your bookkeeping is already strong and what you really need is forecasting, KPI tracking, and someone helping you act on the numbers, Controller + Advisory is the right starting point. We'll talk it through on the discovery call.

Not sure which tier fits?

A 30-minute discovery call will tell us both. We'll talk through your current setup and recommend the right starting point — even if that's not us.

Schedule a Discovery Call