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Books run like someone actually owns them.
A fractional controller owns your monthly close, your reconciliations, and the accuracy of everything your reports say, so you stop wondering whether the numbers are right.
Sound familiar
Someone records the transactions. Nobody owns the accuracy.
The bookkeeper enters what comes in. The CPA shows up at tax time. In between, nobody reconciles every account, questions the odd entries, or signs their name to the statements. That gap is where wrong numbers live for months without anyone noticing.
What you get
Ownership of the close, end to end
What a fractional controller takes off your plate every month.
A monthly close finished on a deadline, every month
We start with what your business actually did last year, line by line, not a generic template with your name on it.
Every account reconciled, with differences chased down, not parked
When reality changes, the forecast changes with it. A slow quarter or a big new contract updates the picture instead of breaking it.
Financial statements reviewed and signed off before you see them
We walk the variances with you every month, so drift gets caught while you can still do something about it.
Clean handoffs to your CPA at tax time, with no scramble
Run the hire, the equipment purchase, or the new line before you commit, and see what it does to cash.
Delivered on a fixed monthly schedule you can set your calendar by.
The controller is the quality layer
Bookkeeping is data entry. Control is making sure the data is right: reconciliations tie, revenue lands in the right period, and the P&L means what it says. Most businesses add this layer years after they needed it. It is the difference between having reports and trusting them.
If the books are behind, we start there
A controller cannot own the accuracy of a file that is months behind or full of old errors. Start with the $399 QuickBooks Health Check to see exactly where the file stands. It credits toward any engagement started within 90 days.
How it works
Three steps to a close you can trust
A free 30-minute intro call
We look at how your close works today, where it slips, and what your reports need to support.
We take ownership of the close
Checklists, reconciliations, and review, built into a monthly process with a firm deadline.
You get statements you can rely on
Reviewed financials on schedule, with a short note on what changed and what deserves your attention.
Questions
Fractional controller questions, answered straight
A bookkeeper records transactions. A controller owns accuracy: reconciling every account, reviewing the statements, catching errors, and closing the books on a deadline. One produces data, the other makes it trustworthy.
They answer different questions. The controller makes sure the numbers are right; the CFO uses them to guide decisions. Many clients start with controller work and add CFO support as the decisions get bigger.
Most engagements target a close within two weeks of month end, and tighten from there. The deadline is agreed up front and treated as fixed.
Yes. The controller layer sits on top of good bookkeeping and makes it better. We review the work, set the checklists, and raise the standard rather than replacing people.
A flat monthly fee scoped after a free intro call, based on transaction volume and complexity. No hourly meters.
Your CPA gets a clean, reconciled file with supporting schedules, which usually means fewer questions, faster filing, and a smaller CPA bill.
Schedule a free consultation
Tell us a bit about your business and what you're planning. We reply within one business day, and the first call is 30 minutes with no obligation.
We read every message personally. No bots, no ticket queues.