CONTROLLER SERVICES
The Financial Oversight Your Business Deserves
There is a gap between bookkeeping and CFO-level strategy. A controller fills that gap. They ensure your financial data is accurate, your controls are tight, and your reporting is reliable. We provide that function without the six-figure salary.
Bookkeeper vs. Controller vs. CFO
Understanding the difference helps you invest in the right level of support for where your business is right now.
Bookkeeper
Records transactions, reconciles accounts, processes payables and receivables. Focuses on data entry and day-to-day financial operations.
The Recorder
Controller
Reviews the bookkeeper's work, implements controls, ensures accuracy, produces reliable financial reports, and manages compliance. The quality assurance layer.
The Verifier
CFO
Uses accurate financial data to set strategy, plan for growth, manage risk, and communicate with stakeholders. Forward-looking and strategic.
The Strategist
What Our Controller Services Include
Financial Oversight
Review and verify all financial transactions, journal entries, and account reconciliations. Ensure your books are not just done but done right.
Internal Controls
Design and implement processes that prevent errors, catch fraud, and protect your assets. Segregation of duties, approval workflows, and audit trails.
Accurate Financial Reporting
GAAP-compliant financial statements, management reports, and board-ready presentations. Numbers you can confidently share with lenders and investors.
Compliance Management
Sales tax, payroll tax, 1099 filings, and regulatory requirements. We track deadlines and ensure you never miss a filing.
Budget vs. Actual Analysis
Monthly variance analysis that explains why numbers deviated from plan and what to do about it. Actionable insights, not just spreadsheets.
Process Improvement
Streamline your accounting workflows, eliminate manual processes, and implement systems that scale as your business grows.
IS THIS YOU?
Signs You Need Controller-Level Support
- Your bookkeeper does great work but nobody reviews it for accuracy
- You have outgrown basic bookkeeping but cannot justify a full-time controller
- Your financial statements are not reliable enough for lenders or investors
- You lack internal controls and worry about errors or fraud
- Month-end close takes too long and reports are always late
- You are preparing for an audit, a loan, or investor due diligence
The Cost of No Oversight
Without controller-level oversight, errors compound. A miscategorized expense in January becomes a misstated financial report in March becomes a bad business decision in June becomes a tax problem in April of the following year.
Internal controls are not about distrusting your team. They are about protecting your business from honest mistakes, ensuring data integrity, and building financial statements that banks, investors, and partners can rely on.
An outsourced controller costs a fraction of what financial errors cost.
Get Controller-Level Accuracy Without the Full-Time Price Tag
Let us assess your current financial operations and show you exactly where controller-level support would make the biggest impact.