You outgrew basic bookkeeping a while ago
Your transactions are recorded. Your reconciliations get done. And yet, when you look at your financials, you still have questions nobody's answering:
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Is this actually right?
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Why did profit move this month — and what do I do about it?
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What am I not seeing?
A bookkeeper records what happened. A controller makes sure it's right, explains what it means, and flags what needs your attention — before small issues become expensive ones.
If no one is doing that for your business right now, that's the gap we fill.
And in the ideal engagement, we do both: our team handles your bookkeeping and the controller oversight together — one team, full accountability, nothing lost between recording and reviewing.
Oversight of your entire accounting function. Without hiring for it.
An outsourced controller owns the integrity of your accounting — the accuracy of your books, the reliability of your reports, and the clarity of what those reports are telling you.
Here's the boundary that matters: we are not fractional CFOs. A CFO drives forward-looking strategy and capital decisions. A controller makes sure the foundation underneath those decisions is solid — identifying issues, validating the numbers, correcting what's wrong, explaining what changed, recommending next steps, and escalating the decisions that are yours to make.
You stay in charge. We make sure you're deciding from numbers you can trust.
What's covered in a monthly controller engagement
In the ideal engagement, our team handles your bookkeeping and the controller oversight together — one team from transaction to insight. Prefer to keep your current bookkeeper? Controller-only oversight is available too.
Month - End Close
a disciplined close process so your books are complete, current, and ready to read every month
Financial Reporting
P&L and balance sheet delivery with plain-English explanations of what moved and why
Reconciliation Review
bank, credit card, and balance sheet accounts validated, not just checked off
Error Correction Before It Compounds
misclassifications, duplicates and drift get caught and fixed early
Accounts Receivable & Payable Oversight
cash flow stays visible; nothing slips through
Budgeting Geared Toward Profitablity
a plan your numbers are measured against not just history you're reading
Customized Accounting
accounting based on your companies needs --complete ccustomization
See what a controller sees --free.
Before you commit to anything, we'll show you exactly what controller-level oversight looks like on your own numbers. No pitch disguised as a review. A real working session on your real financials.
Step 1: Share your numbers.
Email a recent profit and loss and balance sheet— First complete the contact form by clicking the link below.
Step 2: We do the controller's pass.
We review your financials the way we would for a monthly client: checking integrity, spotting what stands out, and identifying the 3 - 5 findings that matter most.
Step 3: You get a video walkthrough.
Andree records a short video walking you through the priority findings -- what's solid, what needs attention and what we'd watch going forward, yours to keep, whether or not we work together.