Fractional Controller Services

Financial leadership at the ready. You’re looking at your new Controller.

Could your business benefit from a part-time experienced finance professional to assist with budgeting, forecasting, or board meeting preparation? We now offer Fractional Controllership services.

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Fractional Controller Services

Controller services may include:

  • Interpreting your monthly financial results 
  • Building an action plan to address opportunities and challenges
  • Reviewing insurance coverage 
  • Preparing for an annual or first-time audit or review engagement 
  • Financing preparations and calculations
  • Stakeholder reporting
  • Virtual board attendance/presentation
  • Covenant monitoring
  • Support to your accountants with year-end reporting and tax planning projects

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 out of your depth trying to make sense of financial statements. That’s when you know it’s time to bring in a Controller. You can have confidence in our team to bring the financial expertise your company needs. 

Long-term planning

Support with budgeting, forecasting, and scenario planning so you can be prepared for the 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 coming prepared with best practices and know-how to navigate your challenges. 

Help with financing

While you focus on selling your vision to investors and lenders, your Controller can help to showcase the viability of the project or business as a whole. Once approved, they can 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 get through your annual audit or review. 

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

Reach out to learn more


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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