• Long-term planning

    Support with budgeting, forecasting, and scenario planning so you can be prepared for good times and bad to build a long-lasting business.

  • Diversified skillset

    With experience working with different industries and all kinds of transactions, you can be sure our team is prepared with best practices and expert financial know-how to navigate business challenges.

  • Help with financing

    While you focus on selling your vision to investors and lenders, your Controller can help showcase the viability of your project or business as a whole. Once financing is approved, your fractional Controller can lend support with ongoing monitoring and covenant reporting.

  • Audit Ready

    Working directly with your accountant or auditor, your Controller will ensure you have everything you need to ace your annual audit or review.

  • Reviewing insurance coverage
  • Preparing for an annual or first-time audit or review engagement
  • Covenant monitoring
  • Financing preparations and calculations
  • Stakeholder reporting
  • Support to your accountants with year-end reporting and tax planning projects
  • Discovery

    We schedule as many calls as it takes to fully understand your business needs and support requirements.

  • Onboarding

    We deploy the technology, document your workflow, take care of catch-up bookkeeping, and train your team.

  • Delivery

    Our team manages your monthly work and you receive day-to-day support from your Client Success Lead.

Like our other services, it depends on what you need, but Controllership packages start at $500 per month.

Yes, you can purchase Controller services on its own or packaged with other services including bookkeeping. We can work with you on a project basis if needed

Our Controller services are a great complement to other services. Assuming we do your bookkeeping, your Controller will have the benefit of being able to get quick answers on specific transactions so that they can give you the insight that you need.

Yes, you are more than welcome to do so at any time. Please get in touch with your Client Success Lead to let them know about your interest in our Controller services.

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