Fractional Controller

Fractional Controller
The financial infrastructure your
business needs to scale.

We own your month-end close, build the reporting your leadership team relies on, and put the internal controls in place that protect your business as it grows — without the cost of a full-time hire.

What’s included
Month-End Close Management

We own the full close process so your financials are complete, accurate, and ready on time — every month without exception.

Financial Reporting Package

Profit and Loss, Balance Sheet, Cash Flow statement, and supporting schedules — delivered to leadership on a consistent cadence.

Internal Controls Review

Identifying gaps in your financial processes and putting the safeguards in place that protect your business as it scales.

Accounting Policy & Procedure

Documenting how your business records and reports transactions so your accounting is consistent, defensible, and scalable.

Chart of Accounts Optimization

Structuring your books so the data is actually useful for decision-making — not just technically accurate.

Audit & Tax Readiness

Keeping your records clean, organized, and defensible so your CPA or auditors get exactly what they need at year-end.

Team Oversight & Review

Reviewing the work of your bookkeeping or accounting staff, catching errors early, and coaching the team where needed.

Ongoing Access & Support

We are a working part of your team. You have direct access when questions come up, decisions need input, or something needs to be figured out quickly.

Not included in this engagement: Tax preparation and filing, payroll processing, strategic financial planning and forecasting (see Fractional CFO services), investor relations, and vendor bill pay.
The Bottom Line

You get a CPA-led Controller function without the overhead of a full-time hire. Clean books, tight controls, and reporting your leadership team can actually rely on.

Ready to build a stronger financial foundation?

Let’s talk about what your business needs.