Controller
Services
Fractional Controller services are about financial control, not just recordkeeping. This is the layer that makes your numbers trustworthy, structured, and scalable. It’s the bridge between raw bookkeeping data and real business decisions.
As your Fractional Controller, I design and maintain your financial foundation. That means building a clean Chart of Accounts, owning your month-end close, setting up proper revenue recognition, fixing broken accounting logic, and creating reports you can actually rely on. Your financials become consistent month over month and defensible for taxes, grants, lenders, and investors.
You don’t need CFO-level strategy before your numbers are solid. A Fractional Controller makes sure your financials are strong enough to support growth, scrutiny, and smarter decision-making—without paying for a role your business isn’t ready for yet.
Financial Reporting
Using thirteen four-week periods to create consistent, comparable reports that show true performance trends.
Operational Assessment
Reviewing systems and workflows to improve efficiency, profitability, and financial clarity.
Restore & Cleanup
Bringing messy or inaccurate books back to a clean, organized, and trustworthy state.
Technology Implementation
Selecting and integrating tools for inventory, payroll, invoice capture, recipe costing, HR, and more.
Management Training & Support
Helping leadership teams understand financials, set goals, and operate with better visibility.
New Business Evaluation
Advising on financial setup, structure, and risk before opening or expanding.
Operational Review
Analyzing business operations to reduce waste and improve performance through financial insight.
Prime Cost Evaluation
Regular cost analysis to keep spending aligned with targets and industry benchmarks.
Cash Flow Oversight
Actively managing cash flow with ownership to ensure stability and preparedness.
In-Depth Financial Evaluations
Turning financial data into insights and recommendations for profitability and growth.
On-Demand Financial Assistance
Ongoing access to financial guidance for decisions, challenges, and planning.
Best Practice Implementation
Providing templates, systems, and playbooks for stronger operations and financial discipline.
Bookkeeping
Services
Bookkeeping is the foundation of your financial system. It’s where every transaction gets recorded, categorized, and reconciled so your books stay accurate and current. Without clean bookkeeping, everything built on top of it becomes unreliable.
My bookkeeping services go beyond basic data entry. I make sure your bank and credit card accounts are reconciled properly, your AP and AR are managed cleanly, payroll is supported correctly, and your QuickBooks Online stays organized and up to date. You get financial statements that reflect what’s actually happening in your business, not just what was quickly coded.
Bookkeeping gives you visibility. It tells you where your money went and where it’s coming from. But on its own, it doesn’t design your financial system or prepare your business for growth. That’s where controller work comes in.
Accounts Payable & Receivable
Vendor communication, invoice processing, payment tracking, and AR follow-up to keep cash moving and records accurate.
Maintenance
Transaction matching, account clean-up, and routine updates so your books stay current and reliable.
Sales & Franchise Tax Filings
Preparation and submission of monthly or quarterly filings to keep you compliant and on schedule.
Bank Reconciliation
Ongoing reconciliation of bank and credit card accounts so your balances always reflect reality.
Inventory (System Sync & Maintenance)
Ensuring your inventory software integrates properly with your accounting system and stays aligned.