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CONTROLLER SERVICES

BASIC LEVEL

Basic level services are perfect for companies with fewer controller requirements. You can be confident knowing your finances are being managed efficiently and you have access to all the necessary information required for success. 

5-10 hours/month

INTERMEDIATE LEVEL

Intermediate level services are perfect for companies

who's size and complexity have begun to outgrow their existing accounting team. A fractional controller is invaluable at this point, providing expert oversight of your financial operations, and allowing you to make better informed decisions now and for the future. 

15-20 hours/month

ADVANCED LEVEL

Advance level services are for well established businesses that need the type high level expertise a seasoned controller provides.  At this point, your financial functions have gained more complexity and a controller is required to handle the responsibility of organizing, managing, and leading your financial operations. 

25-40 hours/month

Who I AM

Experienced

CPA

Outsourced

Remote

Fractional

what I DO

Advise

Strategize

Manage

Analyze

Implement

benefits

Cost Effective

Flexible

Customizable

Growth Oriented

Strategic

Common Controller Services 

Financial Oversight and Structure

Strategic Consulting

Cash Flow Management

Building Financial Models

Forecasting

Reporting, Budgeting & Analysis

Debt & Equity Financing

Finance & Growth Strategy

Business Development

Raising Capital

Loan Procurement

Governance & Compliance

Insurance Acquisition

Corporate Restructuring

Operational Strategy

ERP Systems

Risk Management

Compliance & Governmental Requirements

Efficiency & Cost Reduction Projects

Exit Strategy

M&A

Risk Mitigation

Audit Support

Board Presentations

Process Improvement

Maximizing profitability

Office Setup
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