Built for businesses that have outgrown basic
bookkeeping and need a scalable financial system
that supports the next stage of growth.
Once your business passes $1M in revenue, basic bookkeeping isn’t enough.
You need a scalable financial system, which means tighter processes,
a reliable month-end close, and the ability to handle technical accounting
like revenue recognition, balance sheet schedules, and multi-entity transactions.
Bookkeepers aren’t equipped to build this. That’s where we come in.
We design a better accounting system, streamline your close process, and deliver
the financial visibility you need to run your business — all without the cost of a full-time hire.
From the monthly close to cash flow forecasting to audit-ready financials,
we run the finance function growing businesses rely on.
Consolidated reporting across entities and locations, with profitability broken out by product line.
We give you a real-time view of where your business stands. Better data leads to better decisions.
Understand your cash flow so you can plan and invest with confidence.
We assess your current accounting systems and processes, identify gaps, evaluate strengths and weaknesses, and create a plan for your financial infrastructure buildout.
We redesign and implement your financial systems, including a custom chart of accounts, a streamlined close process, a reporting package, dashboards, and any technology integrations needed for your business.
We take over your accounting operations, run the monthly close, deliver your financial reporting, and stay in close touch as your business grows. We become an extension of your team.
A few signs: your books close late every month, you don’t have reliable financial statements, you’re managing multiple entities or locations without consolidated reporting or a clear view of each one’s profitability, lenders or investors are asking for financials you can’t confidently produce, or you’re making major decisions like hiring, expansion, or capital raises without clear financial visibility.
A bookkeeper records transactions. A controller owns the entire financial reporting process — designing systems, managing the close, ensuring GAAP compliance, and producing accurate statements that leadership and outside stakeholders can rely on. Controllers also handle more complex and technical accounting that most bookkeepers aren’t trained for, like revenue recognition, intercompany eliminations, and balance sheet reconciliations.
A full-time controller can cost $150K or more in salary alone, plus benefits, payroll taxes, and onboarding time. Most businesses at $1M–$10M in revenue need the expertise but not the full-time headcount. An outsourced controller gives you senior-level oversight at a fraction of the cost, with no hiring risk and no single point of failure.
Month-end close management, financial statement preparation, variance analysis, balance sheet reconciliations, GAAP compliance oversight, cash flow forecasting, budgeting support, KPI reporting, and strategic financial advisory. The exact scope is tailored to your business — we don’t do one-size-fits-all engagements.
Yes. Clean, reliable financials are the foundation, but many clients need more. We also provide cash flow forecasting, budget-to-actual analysis, and financial modeling to support major decisions. Think of it as controller work with strategic visibility built in.
Yes. We provide GAAP-compliant, accrual-based financials with full documentation. Whether you are heading into an audit, seeking a bank loan, or preparing for a sale, we make sure your financials are accurately stated and ready for scrutiny.
Every engagement is scoped based on the complexity of your business, number of entities, and the level of support needed. We don’t offer standard packages — after our initial assessment we’ll provide a fixed monthly fee proposal tailored to your needs.
Yes. We often step in alongside an existing bookkeeper or accounting manager, taking on the close oversight, technical accounting, and reporting layers they aren’t equipped to handle, while they continue managing day-to-day transaction processing. We’re designed to integrate, not replace.
Let’s assess where you are today and build the
financial infrastructure your business needs to grow.
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