Outsourced Controller Services

Controllers bring a high level of expertise to assist business owners in making decisions. They are responsible for the financial and regulatory compliance of the company, and producing timely and accurate financial statements. Their focus is on the past and how the company has performed. They oversee the accountants and bookkeepers, and help manage the company’s cashflow.

What does the controller do within the financial operations of a company?

They are in charge of managing financial and accounting operations and reporting, for the purpose of financial visibility for the company. Financial visibility means information is relevant, insightful, timely, and accurate. They oversees accounting supervisors and staff accountants to ensure accuracy and timeliness of reporting.

Regardless of the size or state of your business, managing the accuracy and timeliness of your company’s financial performance is essential. Our Controller services provide accurate reports and complete the necessary analyses required to provide you with the ability to make strategic financial decisions in a timely manner.

Our Controller Services are Customizable to fit your needs. As you grow your organization from startup to maturity there will be growing pains. A controller can help you consolidate the processes, technology, and people that have gotten you this far.


Why Having A Controller Is An Essential Function
For A Growing And Successful Company?

Our controller services will deliver the day-to-day accounting and bookkeeping tasks and add to that the internal controls, sophisticated reporting, and process expertise that will help you sleep well at night and put you in a position for success.

Plus, when your needs require a cost-effective pathway to receiving fractional CFO-level guidance on a project or ongoing basis, we are accustomed to managing that progression and we’ll work together to develop a roadmap that addresses your needs and meets your budget.

The primary leaders of the finance function are the Controller and CFO, two roles that many companies mistakenly believe to be the same. The controller, is responsible for looking at past financial information, reporting on the company’s performance, and delivering the accurate and timely financial statements to management.

The CFO, on the other hand, is there to use this information to look forward – to create forecasts, financial plans, and develop and implement strategies that will enable growth in the future to achieve the goals set out by the CEO.

Our Services are Customizable to fit you needs
Below are a few examples of what we offer

  • Budgeting
  • Cash flow forecasts
  • Customized financial reports
  • Financial Visibility
  • Financial Commentary & analysis
  • Month-End Close
  • Process Documentation
  • Includes everything in accountant
Our accounting firm is run and directed by Certified Public Accountants (CPAs) which is the highest level of certification you can attain in accounting. Guaranteeing you are in good hands when it comes to your accounting and financial reporting needs. Don’t trust your books and financial reports with someone who is not certified.
We are trusted by numerous small business owners and the number continues to grow today.
Our team’s experience and efforts extends beyond business’ basic bookkeeping which is just one of many reasons our clients trust our accounting solutions.

Our Process

Meet with Controller

Initial consultation to access your financial information and find gaps in your current company financials.

Develop Goals

Controller will develop a strategic plan to meet your financial goals and needs.

Performance Review

Controller will assess and report actual financial performance relative to the goals set on an ongoing basis.

Monitoring Performance

Controller will provide ongoing support, monthly meetings, phone assistance, and planning.

Our Clients

Partner with an Experienced Controller Service Provider!

Let our team of experts handle the accounting and financial reporting so you can focus on what you love to do – growing your business.

Get in touch with Us now!