Fractional Controller Services

Gain the expertise of an experienced financial leader without the cost of a full-time Controller. My Fractional Controller services provide businesses with professional financial oversight, improved reporting, and strategic financial guidance to support growth and profitability.

Services

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Oversight and Reporting

If you are looking for oversight of your accounting operations we are there for you.

Budget and Forecasting

Don't take short cuts.  Manage and plan strategically and measure outcomes

Strategic Advisory

We are a strategic partner and just an accounting firm.  

Beyond the ordinary

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

Oversight & Reporting

📊 Controller Oversight & Reporting

For businesses that need accurate financials and reliable financial management

This foundational service brings experienced controller-level oversight to your financial operations. We ensure your books are accurate, your reporting is timely, and your financial data tells a clear, reliable story about the health of your business every single month.

Includes:

  • Monthly review and oversight of accounting operations
  • Month-end and year-end close management
  • Review of financial statements for accuracy and completeness
  • Balance sheet reconciliations and account analysis
  • Development of GAAP-compliant financial reporting
  • Customized management reporting and KPI dashboards
  • General ledger oversight and maintenance
  • Cash flow monitoring and reporting
  • Internal financial reporting for ownership and leadership
  • Coordination with your CPA and external auditors
  • Accounting policy and procedure oversight

Budget and Forecasting

 

📈 Budgeting, Forecasting & Variance Analysis

For businesses ready to plan strategically and measure performance with precision

This service takes your financial management to the next level by building the planning and analytical tools your business needs to grow intentionally. We work alongside your leadership team to develop realistic budgets, forward-looking forecasts, and meaningful variance analysis that keeps your business on track and your team accountable.

Includes:

  • Annual budget development and management
  • Rolling 12-week cash flow forecasting
  • Monthly budget vs. actual variance analysis
  • Department and project level financial reporting
  • Revenue and expense forecasting & trend analysis
  • Key performance indicator development and tracking
  • Scenario planning and what-if financial modeling
  • Quarterly financial review presentations for ownership and leadership
  • Identification of trends, risks, and opportunities
  • Recommendations to improve operational and financial performance

 

Strategic Financial Advisory

 

💡 Strategic Financial Advisory

For established businesses making big decisions and planning for the future

Our highest level of fractional controller support goes beyond numbers and reporting to deliver true strategic financial partnership. We work closely with ownership and executive leadership to align your financial strategy with your business goals — providing the insight, analysis, and guidance needed to navigate complex decisions, pursue new opportunities, and build long-term financial strength.

Includes:

  • Strategic financial planning and goal alignment
  • Capital structure and financing strategy
  • Lender and investor relationship support
  • Business valuation preparation
  • Profitability analysis and margin improvement strategies
  • Exit planning and ownership transition support 
  • Risk identification and mitigation planning
  • Cost reduction and process improvement initiatives
  • Business growth and scalability planning
  • Operational and financial performance reviews
  • Support for financing, banking relationships, and lender reporting requirements
  • Guidance on accounting best practices and financial controls