Who Is This For
Fractional controller services are ideal if:
- You have an in-house bookkeeper but need oversight from a CPA
- Your business is growing and transactions are getting more complex
- You want monthly or quarterly financial reports you can trust
- You’re not ready for (or don’t need) a CFO.
How It Works
- Discovery Call — We learn about your business and existing processes.
- Assessment — We review your current bookkeeping and identify gaps.
- Onboarding — We set up checklists, controls, and reporting templates.
- Ongoing Oversight — Monthly or quarterly reviews with reports sent directly to you.
Our Partnership Model
- Fee Structure: Flexible depending on your needs up 8 hours of CPA time. Additional support hours are available for $225 per hour.
- Scope: Financial oversight, reporting, CRA management & process improvement.
- Software: Quickbooks Online (or we can adapt to your platform).
What A Factional Controller Does
Our role sits between a bookkeeper and a CFO. We handle the higher-level accounting tasks that ensure your books are accurate, your compliance is maintained, and your leadership has the data to make informed decisions. We can:
- Oversee monthly and year-end close processes
- Ensure accounting standards compliance
- Review and approve reconciliations & adjusting entries
- Create custom financial reports for management
- Implement accounting controls & procedures.
Why Work With Us?
- Licensed CPA: All oversight work performed or reviewed by a CPA.
- Flexible Engagements: Scale up or down as your needs change.
- Process-Driven: Clear, repeatable workflows to keep your books accurate year-round.
- Budget-Friendly: Only pay for the oversight you need — no full-time salary required.
Ready To Book?
Your financial data should be accurate, timely, and useful — without overburdening your budget.