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.

A bookkeeper focuses on recording and reconciling financial transactions, ensuring your books are organized, accurate, and up to date.

A fractional controller, however, operates at a more strategic level. Beyond maintaining clean books, we analyze your financials, identify patterns, implement stronger controls, manage accounts payables, manage accounts receivables, manage tax requirements, manage tax planning and help you make informed decisions that support growth and profitability.

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.

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.

We offer both.

One-time and project-based engagementsare ideal for businesses needing cleanup, accounting catch-up, system setup, workflow optimization, or restructuring before scaling.

Ongoing fractional controller supportis for businesses that want continuous oversight, better clarity of numbers, and financial leadership without hiring a full-time controller or CFO.

You can engage us short-term or long-term depending on your business needs.

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.

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.

Once you come onboard, we follow a structured multi-stage process:

1. Kick-off Call — we discuss in more details about your business model, challenges, systems and goals.
2. Financial Review & Diagnostic — we evaluate your books, processes, and system infrastructure.
3. Implementation/Cleanup — we fix gaps, restructure accounts, optimize tools, and establish workflows.
4. Ongoing Support & Reporting — monthly reporting, insights, and financial oversight continue as needed.

Our goal is to ensure you start with a clean system, strong visibility, and sustainable processes.

Typically, we begin implementation within 10–15 business days, depending on the complexity of your books and required setup.
Clients needing only light configuration or oversight may start even sooner.

Meeting frequency depends on your chosen service level. Most clients meet with us once per month for financial review, reporting, and advisory, while ongoing custom support clients may have weekly check-ins.
Additional meetings can also be arranged based on urgency or scope.

We respond to all client messages within 24 hours or less on business days, with priority response available for ongoing custom support clients.
Urgent financial matters can be escalated and addressed immediately where required.

Yes, we can manage payroll setup, processing, and compliance using Gusto depending on your engagement scope.
If payroll falls outside your selected service tier, we can integrate or coordinate with your existing payroll provider and ensure accurate recording and reporting within your accounting system.

We support tax strategy, preparation, and filing alongside accounting and reporting.
If you already work with a tax preparer, we can collaborate to keep books clean, ensure compliance, and reduce tax liabilities through proactive planning and documentation.

Yes. Although our core clientele is U.S.-based, we work with businesses internationally, provided they operate using compliant accounting systems and supported financial frameworks.
Book a consultation and we’ll determine eligibility, model fit, and region-specific requirements.

Still have questions?

Contact us at [email protected] or schedule a consultation here.