Fractional Add-Ons
Senior finance experience,
without the full-time cost.
Controller-level infrastructure and CFO-level strategy, available as add-ons to your bookkeeping engagement. Built for growing businesses that need more than clean books.
What We Offer
Fractional Controller
The financial infrastructure your business needs to scale
- Month-end close management
- Financial reporting package (P&L, Balance Sheet, Cash Flow)
- Internal controls review
- Chart of accounts optimization
- Accounting policy & procedure documentation
- Audit & tax readiness
- Bookkeeping team oversight & review
- Ongoing direct access & support
Best for: businesses that need tight controls, reliable reporting, and a CPA owning the close
Fractional CFO
Strategic financial leadership, without the full-time overhead
- Strategic financial advisory
- KPI development & tracking
- Financial scenario modeling
- Annual budget development
- Cash flow forecasting (3, 6, 12 months)
- Lender & investor preparation
- Ongoing direct access & support
Best for: growth-stage businesses that need financial strategy, forecasting, and a senior thought partner
Both engagements are scoped and priced after an initial conversation. Most clients bundle one or both with an existing bookkeeping engagement.
Have questions? Book a free 30-minute call
Controller Services
Month-End Close
We own the full close so your financials are accurate and ready on time, every month
Financial Reporting
P&L, Balance Sheet, Cash Flow, and supporting schedules delivered on a consistent cadence
Internal Controls
Identifying gaps in your financial processes and putting safeguards in place as you grow
Audit Readiness
Clean, organized records so your auditors get exactly what they need when they need it
CFO Services
Strategic Advisory
A dedicated thought partner for major financial decisions when the stakes are high
Financial Modeling
Stress-testing pricing changes, new hires, expansion plans, and debt service scenarios
Cash Flow Forecasting
Projecting your cash position 3, 6, and 12 months out so you can always plan ahead
Lender & Investor Prep
Financial packages, narratives, and projections that lenders and investors expect to see
Outside Our Scope
Tax Preparation
Handled separately — see our Business Tax services
Payroll Processing
We don’t run payroll but can refer you to a trusted provider
Legal & Compliance
Outside our scope, though we coordinate closely with your legal team
Investment Management
We focus on financial operations and strategy, not investment portfolios
You get a Big 4-trained financial expert without the full-time cost.
Tight controls, smart decisions, and a financial partner who actually knows your business inside and out.
Ready to build your financial foundation?
Let’s talk about what your business needs.
Book a Free 30-Minute Call Email Bret