Controller & CFO Services

Not every business is ready for a full-time Controller or CFO, but every growing business eventually needs that level of financial oversight. Our outsourced Controller and CFO services give you senior financial leadership on a flexible basis, without the cost or commitment of a full-time executive hire. We install and implement accounting systems like QuickBooks, build financial statement forecasts, and prepare your books for audits, reviews, and employee benefit plan requirements. If you’re building an internal accounting team, we help define staffing needs and can interview, train, and mentor your in-house staff directly. During annual review or audit season, we manage the process and act as your liaison with your CPA, so nothing falls through the cracks. Throughout the year, we make sure your books stay audit-ready and tax-ready, overseeing your finance and accounting function the way an in-house executive would — with the outside perspective and specialized experience a growing business often can’t hire in-house.