We're Smallbiz Controller LLC, a New York-based firm providing fractional controller and strategic accounting services to small and mid-sized businesses across the United States. Our team specializes in delivering financial clarity, operational efficiency, and forward-looking insights through services including tax strategy, cash flow forecasting, accounting system optimization, and M&A support. Whether you're a bootstrapped startup or an established service firm, we replace accounting confusion with confidence. Our approach combines CPA expertise with practical business experience, creating financial systems that support growth rather than hinder it. Ready to transform your financial operations? Contact us via email to schedule a conversation about your specific needs.
The decision to start this company came after experiencing firsthand the financial challenges that business owners face daily. As entrepreneurs ourselves, we recognized that most small businesses were caught in a gap—too complex for basic bookkeeping but unable to afford full-time financial leadership. Our founder, Jose Santana, a CPA and IRS Enrolled Agent, built this firm to bridge that gap by combining big-firm expertise with the practical, hands-on support that growing businesses actually need. We believe that financial clarity isn't a luxury—it's essential for growth. Every service we offer stems from this belief, delivered with the understanding that comes only from having walked the entrepreneurial path ourselves.
We see numbers differently than most accounting firms. For us, financial statements aren't just compliance documents—they're strategic tools that reveal opportunities, uncover inefficiencies, and guide smart decisions. As CPAs with MBA training, we bring both technical accuracy and business strategy to every client relationship. Our team specializes in turning complex financial data into actionable insights that business owners can actually use. We're passionate about creating financial systems that work for you, not against you. This means developing customized solutions for each client rather than one-size-fits-all approaches. The result? Financial clarity that creates genuine confidence in your business decisions.
Jose Santana's entrepreneurial path began immediately after high school, giving him firsthand experience in the challenges small business owners face. As a CPA and IRS Enrolled Agent, he combines technical expertise with the practical wisdom gained from "wearing every hat" in his own ventures. Jose founded Smallbiz Controller with a clear mission: delivering enterprise-level financial clarity without corporate overhead costs. His philosophy that "clarity is a cheat code for growth" drives the firm's approach—focusing on partnership rather than simply providing reports. Under Jose's leadership, the company prioritizes impact over billable hours, measuring success through client wins rather than time sheets.