Controller Services

Ownership of your finance function, not just your books.

A controller sits between accounting and strategy — making sure your numbers are not only accurate, but actively managed, reported, and reviewed every month.

What's Included

Everything in Outsourced Accounting, plus real oversight

  • Close oversight and cash reporting
  • Custom KPI package built for your industry
  • Management reporting package
  • Monthly founder review call
  • Team/vendor coordination as needed

Who This Is For

Growing businesses (typically $1M–$10M+ revenue) that need someone actively managing the finance function — tracking cash, catching issues early, and giving the founder a clear monthly read on the business, not just a spreadsheet.

Not sure whether you need a controller or a CFO yet? Read bookkeeper vs. controller vs. fractional CFO, with a quick self-check.

Software We Work With

QuickBooks Online, plus reporting and KPI dashboard tools tailored to your industry and systems, and the payroll, spend, and bill pay tools around them.

Common Questions

FAQ

Bookkeeper vs. controller: which does my business need?

A bookkeeper keeps your books accurate. A controller owns the finance function: they oversee the close, build KPI reporting, and meet with you monthly to review performance. If you're making decisions off gut feel instead of numbers, you likely need a controller.

Do I need to hire anyone in-house?

No. Controller Services gives you the close oversight, reporting, and monthly review a full-time controller would, led by a finance leader with 15+ years of experience including Deloitte, without adding a senior salary to your payroll.

What happens in the monthly review?

We walk through your results and KPIs with you: what changed, why it changed, and what to watch next. You leave knowing where the business stands, not just holding a report.

How much do Controller Services cost?

Controller Services start at $2,000/month. The exact price is a fixed monthly fee based on your transaction volume, entity count, and reporting complexity, plus a one-time implementation fee that covers setup and any initial cleanup. No hourly billing and no hidden add-ons. Get your instant estimate →

When should I upgrade to a Fractional CFO instead?

When the questions shift from "what happened" to "what should we do next": pricing decisions, fundraising, hiring plans, multi-scenario forecasting. You can move up any time without switching providers or re-explaining your business.

See how this applies to your industry: Ecommerce & DTC · Real Estate · Construction