What is a fractional controller?
A fractional controller provides executive-level financial leadership without the cost of a full-time hire. Think of it as having a senior financial expert on your team part-time, handling everything from monthly financial reviews to strategic planning. This approach bridges the gap between bookkeeping and CFO-level strategy, making enterprise-quality financial leadership accessible to growing businesses.
What types of businesses do you work with?
We specialize in working with small and mid-sized businesses between $500K and $10M+ in revenue who want growth, not just compliance. Our clients include bootstrapped startups, scaling e-commerce brands, established professional service firms, construction companies, and organizations preparing for funding, acquisition, or requiring tax strategy and accounting system optimization.
What makes you different from other accounting firms?
We operate at the intersection of controller accuracy and CFO foresight, bringing both technical expertise and strategic vision. Unlike firms that stop at reconciliations and reports, we interpret the numbers to improve operations and profitability. Our team brings CPA credentials, IRS Enrolled Agent status, and entrepreneurial experience—we've walked in your shoes and understand the daily realities of running a business.
When is the right time to seek your services?
The ideal time to engage us is when you've outgrown your current bookkeeping solution, need better visibility into your numbers, are preparing for investor discussions or financing, or find yourself lacking the internal finance resources needed for growth. Many clients come to us during transitions—whether it's rapid growth, preparing for acquisition, or when financial confusion is limiting confident decision-making.
What accounting systems do you work with?
We specialize in optimizing and implementing QuickBooks, Xero, and Odoo accounting systems. Our services include custom setup, workflow automation, financial module configuration, and integration with banking systems. We also provide SOPs, automation strategies, and team training to ensure your financial operating systems support rather than hinder your growth.
What qualifications does your team have?