Fractional Controller Services for Businesses and Non-Profit Organizations in Canada

Financial leadership at the ready. Meet your new Controller.

Could you benefit from an experienced finance professional on a part-time basis to help navigate a changing business landscape? We offer Fractional Controllership services.

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Fractional Controller Services

Turn your financial data into an action plan guided by expertise you can trust

As your company grows in size and complexity, it’s not uncommon to feel overwhelmed trying to make sense of financial statements. That’s when you know it’s time to bring in a Controller. Our team will bring you the financial expertise your company needs.

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Long-term planning

Support with budgeting, forecasting, and scenario planning so you can be prepared for good times and bad to build a long-lasting business.

Diversified skillset

With experience working with different industries and all kinds of transactions, you can be sure our team is prepared with best practices and expert financial know-how to navigate business challenges.

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Help with financing

While you focus on selling your vision to investors and lenders, your Controller can help showcase the viability of your project or business as a whole. Once financing is approved, your fractional Controller can lend support with ongoing monitoring and covenant reporting.

Audit Ready

Working directly with your accountant or auditor, your Controller will ensure you have everything you need to ace your annual audit or review.

Our controllership services may include:

  • Reviewing insurance coverage
  • Preparing for an annual or first-time audit or review engagement
  • Covenant monitoring
  • Financing preparations and calculations
  • Stakeholder reporting
  • Support to your accountants with year-end reporting and tax planning projects

Our Approach

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Starting as low as a few hours per month, having your own Controller may be more within reach than you thought.

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Like our other services, it depends on what you need, but Controllership packages start at $500 per month. 

Yes, you can purchase Controller services on its own or packaged with other services including bookkeeping. We can work with you on a project basis if needed.

Our Controller services are a great complement to other services.  Assuming we do your bookkeeping, your Controller will have the benefit of being able to get quick answers on specific transactions so that they can give you the insight that you need.  

Yes, you are more than welcome to do so at any time.  Please get in touch with your Client Success Lead to let them know about your interest in our Controller services. 

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